Senior Sales Operations Analyst (Legal/Compliance) – Hybrid (CT/ET) R0052590

Senior Sales Operations Analyst (Legal/Compliance) – Hybrid (CT/ET) R0052590 | FCC | HQ SCOE – CS/C T Corporation System

Summary

The Senior Sales Operations Analyst supports and manages operational and administrative workflows and reporting for New Partnerships and Partnership Management (Sales). This position involves executing and optimizing key operational strategies and objectives as determined by the Director of Sales Operations and the VP Partnerships stakeholders respectively. From an operations perspective, this position requires extensive cross functional collaboration and subject matter expertise of departmental tools, processes, best practices and knowledge. This role involves developing and producing timely and accurate operational and financial reporting and dashboards. Importantly, a key responsibility is the administration and ongoing configuration (as required by the business) of the Sales section of the business unit CRMs (Salesforce). The Senior Sales Operations Analyst will also serve as the primary liaison between Sales and Legal, Finance, Marketing, and Enablement Business Partners.

About US:   https://www.wolterskluwer.com/en/about-us/organization/financial-and-corporate-compliance 

Hybrid: Eight days a month we come together in the closest Central & Eastern Time Zone offices within 50 miles to experience the value of connecting with colleagues. You will report to the Director, Sales Operations • FCC | HQ SCOE - CT, and work under the leadership of the Vice President, Sales Operations • FCC | HQ FCOE. This role is a part of FCC | HQ SCOE – CS / C T Corporation System .| Please view the site office location directory for potential office preferences nationwide. http://bit.ly/Find_A_WK_Office  | #LI-Hybrid

Must be legally authorized to work in the United States without employer sponsorship, now or in the future.

Required Job Qualifications (minimum 3+ years):

• Serving as a Sales Operations Analyst within medium to large enterprise organizations developing and implementing operational procedures in a complex matrix environment.
• Professional experience in a software development and services environment.
• Salesforce: Develop and maintain KPI and Sales productivity and pipeline dashboards and reporting for Sales.
• Education:    Bachelor’s degree required | MBA preferred

Preferred Job Qualifications (minimum 3+ years):

• A Minimum of 5 years of Legal/Compliance industry experience preferred.
• Advanced in Tableau, Power BI, Microsoft Office (especially Excel and PowerPoint), MS Project and SharePoint proficiency.
• Must be reliable and deadline oriented.
• Data analysis skills sufficient to recognize data anomalies, problems and correct or recommend corrective action.
• Strong interpersonal and communication skills.
• Ability to work independently and as part of a team sufficient to accomplish Sales Operations objectives.
• Must be detail oriented and a critical thinker and able to work without direct supervision.
• Creative problem solving skills.
• A passion for success of the overall enterprise.

Essential Duties and responsibilities

Operational:

• Assist with account/territory transfers and quota adjustments
• Runs territory optimization and deployment analytics and provides necessary input for annual territory/quota review
• Document and communicate new processes to the sales organization
• Helps identify specific targets within market sub-segments; prioritizes targeted opportunities for sellers
• Works with Marketing to define Lead Maturation process; act as proprietor of the process
• Identifies ways to automate and/or streamline manual processes; partners with other internal teams to optimize cross-functional workflows
• Creation and maintenance of all Sales documentation relating to Partnerships.
• Collaborate with Finance Business Partner for pricing worksheets, opportunity to order administration and deal financial modeling as related to recognized revenue timing and margin impact.
• General Sales Support as needed
• Perform other duties as assigned by sales operations management

CRM:

• Administer and implement sales automation policies and procedures for ensuring the security and integrity of the company's Salesforce.com data
• Responsible for managing the sales process and change management process within Salesforce.com, as well as rebuilding new processes & applications as needed, database management  and cleanup, uploads & exports, and support sales teams
• Identify and implement new Salesforce.com functionality in conjunction with the SFDC Admin (both within the product and by integrating 3rd Party Applications) driving process efficiencies and new functionality
• Provides training and support for users on the operational functions of Salesforce.com
• On-board and training new employees on SalesForce.com and other sales processes
• Manage and coordinate with the SFDC Admin all data loads to SFDC ensuring the accuracy and timeliness

Reporting:

• Facilitate the delivery of ad hoc reporting for sales management
• Assist sales management in the creation and modification of Tableau sales reports, custom SF Analytics or Power BI dashboards, and campaigns to meet business needs
• Conducts analysis to understand health of CT Sales pipeline
• Create pipeline reports and enforces rules of standardization to ensure for an accurate sales funnel
• Other duties may apply as needed and required.

Additional Information (Benefits Start on Day 1):

Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, including: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave.
Full details of our benefits are available:  🔗 https://www.mywolterskluwerbenefits.com/index.html
  
Wolters Kluwer (EURONEXT: WKL) is a global leader in professional information, software solutions, and services for the healthcare, tax and accounting, financial and corporate compliance, legal and regulatory, and corporate performance and ESG sectors. We help our customers make important decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services.  Wolters Kluwer reported 2022 annual revenues of €5.5 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 20,000 people worldwide. We are headquartered in Alphen aan den Rijn, the Netherlands.   
   

·         Ranked by Forbes Magazine as among America’s Best Large Employers for 2022 - #84.   

·         Wolters Kluwer secures 2nd place in Newsweek's Most Trustworthy Companies List 2023   

·         WK #1 for gender equality in the workplace in the Netherlands & #47 worldwide for 2023.   

   
Disclaimer: The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities and requirements. The job description provided is subject to revision and modification at any time.

To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we’re getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Compensation:

Compensation range listed is based on primary location of the position.  Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process. 

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.