Monitoring data hygiene and correct use of Salesforce
Creation and maintenance of reports and dashboards within Capita’s CRM system
Reporting and analysis using Excel & BI
Provision of training and support to improve Salesforce use and accuracy
Build and maintain good relationships with sales leaders
Regular communication with salespeople throughout the division
Challenge and seek to improve existing processes and methodologies
Manage your own workload and ensure that deadlines are met, with excellent output
Maintain the licence details for users of key systems
Fulfilment of ad hoc requests for support

A high level of competence in Excel (vlookups, sumifs, pivots, etc.)
Strong relationship building and communication skills
Good attention to detail
Experience of using Salesforce would be useful; the willingness to learn is essential
Report and dashboard creation within a CRM
Experience of data visualisation / report creation using any reporting software
Experience of working in sales operations or with a sales team

Growth Operations Analyst

Key skills