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crm data analysis salesforce financial modeling financial planning📋 Description
- Monitor metrics and surface insights to Commercial leadership; highlight top regions.
- Own sales strategy and planning; work with data to guide decisions.
- Lead data-driven forecasting, growth, churn, territory optimization, and incentives.
- Influence annual planning: GTM strategy, team growth, and seller productivity.
- Build and present reports to senior sales leadership.
- Provide day-to-day support and issue resolution.
🎯 Requirements
- Experience in Sales Operations or related fields (consulting, banking, tech).
- Familiarity with financial modeling and financial planning.
- Fluent in English; able to work with international stakeholders.
- Analytical skills; able to build business models and perform analyses.
- Proficiency in Excel; Salesforce or other CRM a plus.
- Collaborative, proactive team player across functions.
🎁 Benefits
- WELLHUB: Free Gold+ membership, gyms, fitness programs.
- WELLZ: Emotional wellbeing program with therapy sessions and content.
- HEALTHCARE: Health, dental, and life insurance.
- FLEXIBLE WORK: Hybrid and remote options with home office stipend.
- FLEXIBLE SCHEDULE: Schedule aligned to time zones and team needs.
- PAID TIME OFF and parental leave.
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