Sales Operations & Business Analyst

🏢 Emerson
📍 Houston, United StatesFull-timeOn-site
📅 Posted: 1w ago🔄 Updated: 1w ago
CV%
✨ AI Summary
This role serves as a critical business partner to Sales, Finance, and Operations by driving data-driven decision-making across the commercial organization. Responsibilities include generating weekly sales performance reports, tracking and managing the CRM Opportunity Funnel, producing operational outputs like Channel Partner Reports, performing routine data cleansing, identifying and resolving order entry exceptions, and establishing consistent logic for Greenfield project orders. The role also involves collaborating with Finance and Sales Leadership on forecasting execution, providing analytical support, optimizing reporting efficiency through automation, designing and maintaining Power BI dashboards, and working with IT teams for ERP connections. Requirements include a Bachelor of Science in Business, Engineering, or Finance, 1-3 years of experience as a Sales Analyst, Revenue Analyst, or Business Operations Analyst, advanced Excel skills, proficiency in AI platforms, and advanced experience with Power BI. Strong cross-functional communication skills are essential. Legal authorization to work in the United States is required as sponsorship will not be provided. Preferred qualifications include direct experience with ERP systems (Oracle or SAP) and CRM platforms (Salesforce, Sales Cloud, HubSpot, or similar).
Required Skills
Productivity & Workplace Tools
Excel
Information Technology
Data PlatformsPower BI
Soft Skills & Professional Competencies
Communication
Nice to have:
Information Technology
Oracle DatabaseSAP
Business, Sales & Management
SalesforceSales ClosingHubSpot
🎁 Benefits & Perks
Medical insurance plans, dental and vision coverage, Employee Assistance Program, 401(k), tuition reimbursement, employee resource groups, recognition, flexible time off plans, paid parental leave (maternal and paternal), vacation and holiday leave.
Requirements
Bachelor of Science in Business, Engineering, or Finance. 1-3 years of experience in sales analysis, revenue analysis, or business operations analysis. Advanced Excel skills. Proficiency in AI platforms. Advanced experience with Power BI (building custom visuals, tab structures, and DAX modeling). Proven ability to interface effectively with Sales Leadership, Finance, PMOs, and Operations teams. Legal authorization to work in the United States; sponsorship will not be provided.
Description

Ready to make a measurable impact on revenue growth and sales strategy? Looking for an opportunity to leverage Agentic AI, Power BI, analytics, and forecasting to drive business results across the organization? This may be your next opportunity! This role serves as a critical business partner to Sales, Finance, and Operations by driving data-driven decision-making across the commercial organization. Responsible for sales analytics, revenue forecasting, pipeline management, and performance reporting, the Sales Operations and Business Analyst transform complex data into actionable insights that support bookings growth, margin optimization, and strategic planning. This position enhances visibility into sales performance, streamlines reporting processes, and helps ensure achievement of revenue objectives while supporting executive-level decision making.

In This Role, Your Responsibilities Will Be:

          Weekly Sales Performance Reporting

  • Generate and distribute the Daily and Weekly Executive Orders Report to Finance, Regional Sales Managers (RSM), Operations, and NA Sales.
  • Track and manage the CRM Opportunity Funnel to facilitate regional pipeline updates.
  • Produce regular operational outputs, including Channel Partner Reports. 

    Data Analytics & Pipeline Maintenance

  • Perform routine data cleansing  that combines daily reports and Oracle outputs.
  • Identify and resolve order entry exceptions and handle strategic business unit (SBU) allocations.
  • Establish consistent logic for Greenfield project orders using CRM data.

    Forecasting & Financial Alignment

  • Collaborate with Finance and Sales Leadership to support  Forecasting execution.
  • Provide analytical support to balance sales projections with strategic business insights.

    Process Automation & Development

  • Continuously optimize reporting efficiency, reducing manual processing time through automation.
  • Design, build, and maintain interactive Power BI dashboards to consolidate CRM and ERP data.
  • Work with IT teams to establish direct ERP (SAP/Oracle) connections to resolve bottlenecks

 

Who You Are: You find and champion the best creative ideas and actively moves them into implementation. You take a proactive approach to shape and influence stakeholder expectations. You focus efforts on continuous improvement; have a knack for identifying and seizing opportunities for synergy and integration. You have a track record of exceeding goals successfully. You Experiments with a wide range of existing technologies while applying new and emerging options that can enhance organizational outcomes.

For This Role, You Will Need:

  • Bachelor of Science in Business, Engineering, Finance or Related
  • Experience: 1–3 years of experience as a Sales Analyst, Revenue Analyst, or Business Operations Analyst.
  • Excel: Advanced skills 
  • Proficiency in AI platforms
  • Advanced experience with Power BI (building custom visuals, tab structures, and DAX modeling).
  • Cross-Functional Communication: Proven ability to interface effectively with Sales Leadership, Finance, Project Management Offices (PMO), and Operations teams
  • Legal authorization to work in the United States - Sponsorship will not be provided for this position

Preferred Qualifications that Set You Apart:

  • Direct working experience with ERP’s (Oracle or SAP)
  • CRM Platforms: High proficiency in managing CRM opportunity funnels (Salesforce, Sales Cloud, HubSpot, or similar).

 

Our Culture & Commitment to You:

We recognize the importance of employee wellbeing and know that to do your best you must have flexible, competitive benefit plans to meet you and your family’s physical, mental, financial, and social needs. We provide a variety of medical insurance plans, with dental and vision coverage. Employee Assistance Program, 401(k), tuition reimbursement, employee resource groups, recognition, and much more. Our culture prioritizes work-life balance and offers flexible time off plans, including paid parental leave (maternal and paternal), vacation and holiday leave.

At Emerson, we are committed to encouraging a culture where every employee is valued and respected for their outstanding experiences and perspectives. We believe a diverse and inclusive work environment contributes to the rich exchange of ideas and diversity of thoughts, that encourage innovation and brings the best solutions to our customers.

The philosophy is fundamental to living our company’s values and our responsibility to leave the world in a better place. Learn more about our Culture & Values and about Diversity, Equity, & Inclusion at Emerson.

Our training programs and initiatives focus on end-to end development, from onboarding through senior leadership. We provide a wide range of development opportunities, including face-to-face and virtual training, mentorship, and coaching, project management, and on-the-job training!

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🎯 Overalli74%
⚡ Skillsi85%
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Ontology Match: 85.0
Matched:✓ Requirements Matching✓ Ontology Skills Mapping
📜 Eligibilityi49%
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Local: 19600%
🏗️ Career Fiti91%
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Seniority: 91.0
📋 Requirementsi67%
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Domain: 67.0
🔥 Motivationi78%
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Title Fit: 78.00