Note: The job is a remote job and is open to candidates in USA. Alliant Insurance Services is an insurance brokerage and consulting firm providing risk management and benefits solutions. The Divisional Sales Operations Analyst supports the accuracy and integrity of Salesforce opportunity data and its alignment with Finance processes by validating records, resolving discrepancies, supporting revenue reporting and recognition, and improving data quality and controls.
Responsibilities
- Perform regular reviews and audits of Salesfoce data opportunities to identify incomplete, inaccurate, inconsistent, or potentially erroneous information, including opportunity stage, effective date, revenue amount, booking structure, and other key financial and operational fields
- Research and investigate opportunity discrepancies, work directly with Sales and other business users to determine the appropriate resolution, and follow up to ensure required corrections are completed timely
- Partner with Finance, Sales, Operations, and other stakeholders to resolve opportunity-related issues and ensure Salesforce data appropriately supports revenue reporting, revenue recognition, and other downstream financial processes
- Support month-end and quarter-end processes by reviewing opportunity information for completeness and accuracy and helping resolve discrepancies that could impact financial reporting or the timing and accuracy of revenue recognition
- Escalate potential revenue recognition, accounting, or system-related issues to the appropriate Finance, Accounting, Salesforce, or IT teams for review and resolution
- Develop and maintain reports and dashboards to monitor opportunity accuracy, exceptions, outstanding items, and recurring data-quality issues
- Monitor recurring errors and trends, recommend process improvements, and help establish controls and procedures that improve Salesforce data quality and reduce recurring issues
- Serve as a business-facing Salesforce resource within Finance by communicating required corrections, providing guidance on opportunity management and data-entry practices, and helping users understand how Salesforce data impacts downstream Finance processes
Skills
- Bachelor's Degree in Finance, Accounting, Business Administration, Information Systems, or related field
- Three (3) or more years experience in Sales Operations, Finance Operations, Revenue Operations, Business Operations, or a related role
- Experience working within a Finance, Accounting, Sales Operations, or Revenue Operations organization
- Hands-on experience working with Salesforce including creating or working with Salesforce reports and dashboards
- Knowledge of reconciling Salesforce information against contracts, orders, or financial systems
- Knowledge of revenue recognition, financial reporting, billing, or month-end/quarter-end close processes
- Strong understanding of Salesforce opportunities and the sales opportunity lifecycle
- Strong experience reviewing, auditing, or maintaining business data for accuracy and completeness
- Strong analytical and problem-solving skills with excellent attention to detail
- Strong communication and interpersonal skills, with the ability to work effectively with Sales and Finance stakeholders
- Strong comfortability working with reports, dashboards, spreadsheets, and large datasets
- Proficiency with Microsoft Excel or similar spreadsheet tools
- Ability to investigate discrepancies and work across teams to drive issues through resolution
- Ability to manage multiple issues and follow-ups while meeting Finance deadlines
Benefits
- Remote work arrangement
Company Overview