OVERVIEW
We're seeking a Sales Operations Analyst to join our client's San Jose, Costa Rica team Supporting the Americas regions, you'll play a key role in the sales forecasting process and advise the sales team on various sales transactions. This includes analyzing pipelines to ensure forecast accuracy, identifying new revenue opportunities by reviewing customer licensing and usage, and suggesting pricing solutions that balance customer needs with company policies. You'll also review quotes and order forms, ensure order approvals align with pricing policies, and interface with internal teams like Deals Desk, Finance, Legal, and Order Management. A critical function is supporting the sales organization's customer licensing compliance.
RESPONSIBILITIES
- Support the forecasting process and advise the sales force in a variety of sales transactions. Attend regional forecast calls and perform pipeline analysis to ensure forecast accuracy
- Analyze and review current customer licensing, products and usage and identify new revenue opportunities Suggest creative pricing and payment solutions balancing customer need and pricing policies.
- Review Quotes and Order Forms for accuracy and completeness.
- Ensure all Orders are approved within pricing and discount policies.
- Finance and Legal as needed (i.e. revenue recognition) Interface with Order Management to ensure accuracy of booked sales opportunities in the ServiceNow sales automation tool.
- Support sales organization’s requirement for Customer licensing compliance
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QUALIFICATIONS
- 2-4 years of Sales Operations experience in a software sales environment.
- Experience integrating AI into work processes, decision-making, or problem-solving (e.g., using AI tools, automating workflows, or analyzing AI insights).
- Strong organizational skills, attention to detail, and ability to thrive in a fast-paced setting.
- Proficiency in PowerPoint, Word, and Excel.
- Experience with CRM systems.
- Proven ability to support sales representatives and sales territories.
- Excellent analytical, listening, and communication (written and verbal) skills.
- Ability to prioritize and meet business needs.
- Team player with a positive attitude and a results-driven mindset.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or other non-merit factor. We are committed to creating a diverse and inclusive environment for all employees.