Sales Operations, Senior Associate
Baker Tilly Advisory Group, LP

Job Info

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Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:


We are seeking an experienced Sales Operations Senior Associate to join our expanding team and support the Central Geography region. In this role, you will focus on reporting and analytics, data management, sales performance, forecasting, development of presentation materials, sales processes, and expense management. Your expertise will help improve overall sales efficiency and drive our business forward. The ideal candidate will have a strong background in sales operations, excellent analytical skills, and the ability to work collaboratively with cross-functional teams. Must be detail- oriented, a strategic thinker, and bring a proactive approach to the position. This role will report into the Professional Sales Organization while supporting the region.

Responsibilities

• Support the business with reporting and analytics. Collect, analyze, and interpret sales data to provide actionable insights and support decision-making.
  
• Monitor key performance indicators (KPIs) to track sales performance and identify areas for improvement.
  
• Create and design compelling presentations that effectively communicate key insights, strategies, and performance metrics to stakeholders.
  
• Manage sales data, ensuring accuracy and completeness in Salesforce. Reinforce data hygiene best practices.
  
• Serve as a Salesforce data subject matter expert (SME) for the region you support, with a deep understanding of coding and system functionalities.
  
• Collaborate with leadership to develop and refine sales and revenue forecasts leveraging Salesforce reporting and Power BI boards.
  
• Monitor sales-related expenses, ensuring alignment with budgets and financial targets.
  
• Create and maintain comprehensive documentation of sales processes to ensure consistency and efficiency.
  
• Assist in the territory planning and/or target setting process as needed. Ensure territory maps, account assignments, and targets are maintained properly.
  
• Foster effective cross-functional collaboration by working closely with sales ops, marketing, finance, and other growth strategy teams to achieve common business goals.
  

Qualifications

• Minimum of 5+ years of experience in sales operations or a related role.
  
• Strong proficiency in CRM tools, Salesforce preferred.
  
• Excellent analytical skills with the ability to interpret complex data and provide strategic recommendations.
  
• Pipeline management and revenue forecasting experience.
  
• Advanced computer skills including superior proficiency in Microsoft Office Suite Applications (Excel, Word, PowerPoint, Outlook, etc.)
  
• Experience with Power BI a plus.
  
• Ability to maintain data integrity, consistency, and quality in a fast-paced environment.
  
• Must have strong communication skills, sense of urgency, and willingness to take initiative
  
• Proven ability to manage multiple projects simultaneously while meeting all commitments and deadlines.
  
• Exceptional organizational and time-management skills.
  
• Ability to work in a remote or hybrid environment.
  
• Bachelor's degree in Business, Finance, or a related field preferred.
  

"The compensation range for this role is $74,510 to $111,780. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location."

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