Job Title:

Account & Territory Operations Analyst | Klaviyo | Billable

Job Description

The Account and Territory Operations Analyst will be responsible for ensuring the seamless management of accounts and territories across our organization. This role will focus on analyzing data, maintaining accurate records, and supporting sales operations to drive efficiency and productivity. Operating primarily within Salesforce, the role includes fixing data discrepancies, auditing account data, managing hierarchy disputes, and maintaining proactive account data cleanliness.

Key Responsibilities:

Territory ManagementCollaborate with regional sales operations and sales leaders to ensure that territory assignment is aligned with sales strategies and organizational goalsManage the territory tool, Full Cast, to ensure accurate and effective territory mappingManage territory hold exceptions, resolve territory conflicts and discrepanciesAccount Data OperationsEnsure 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 dataCoefficient: Read access to relevant dataGoogle 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 plusStrong 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:

IND Pune - Amar Tech Centre S No.30/4A 1

Language Requirements:

Time Type:

Full time

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