Account & Territory Operations Analyst | Klaviyo | Billable

Job Title:

Job Description

Key Responsibilities:

• Territory Management
  • Collaborate with regional sales operations and sales leaders to ensure that territory assignment is aligned with sales strategies and organizational goals
  • Manage the territory tool, Full Cast, to ensure accurate and effective territory mapping
  • Manage territory hold exceptions, resolve territory conflicts and discrepancies
• Account Data Operations
  • Ensure account hierarchies, ownership, and assignments are accurately reflected in Salesforce or other CRM tools.
  • Fix data discrepancies such as incorrect websites on accounts and conduct regular account audits.
  • Handle account and hierarchy disputes from sales representatives.
  • Proactively monitor and maintain account data cleanliness to uphold data integrity.

Systems & Data Access Needed:

• Salesforce: Read access except for write access to relevant fields.
• Snowflake: Read access to relevant data sets.
• Tableau: Read access to relevant data
• Coefficient: Read access to relevant data
• Google Suite: Read, write, create access.

Qualifications:

• Strong ability to follow established processes and guidelines meticulously to ensure consistency and quality in deliverables.
• Proven ability to handle high-volume tasks with accuracy.
• Resourceful in finding solutions to operational challenges.
• Comfortable working in a dynamic environment and adapting to new tasks and tools.
• Bachelor’s degree in Business, Data Analytics, or related field.
• 1+ years of experience in an operations support or data-oriented role, ideally within a Sales Operations function.
• Proficiency in Google Suite / Office Suite, particularly Sheets / Excel and Slides / PowerPoint and Salesforce CRM; experience with Full Cast is a strong plus
• Strong SFDC reporting skills. SQL experience is a strong plus.
• Excellent communication skills, with the ability to work independently and as part of a global team.

Location:

Language Requirements:

Time Type:

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