Sales Operations & Business Analyst
At a glance
Mid-level Revenue & Sales Operations role at Emerson Career Site. Houston · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Send daily and weekly executive order reporting to Finance, regional sales managers, Operations, and North American Sales
- Maintain the CRM opportunity funnel and produce channel partner reporting for regional pipeline updates
- Cleanse daily report and Oracle data, resolve order-entry exceptions, and manage SBU allocations
- Support forecasting with Finance and Sales Leadership while connecting sales projections to business insights
- Automate reporting, build Power BI dashboards, and coordinate SAP or Oracle connections with IT
What you bring
- A bachelor’s degree in business, engineering, finance, or a related area, plus one to three years in sales or business analysis
- Advanced Excel capability and working proficiency with AI platforms
- Strong Power BI experience covering custom visuals, tab structures, and DAX modeling
- Clear cross-functional communication with Sales Leadership, Finance, PMO, and Operations
- U.S. work authorization without employer sponsorship
Who this fits
You’ll suit a mid-level, onsite Houston role focused on sales analytics, forecasting, CRM pipeline work, and reporting automation. The job fits someone who can influence stakeholders, pursue process improvements, and turn complex data into decisions. Experience with Oracle or SAP and strong CRM funnel management are preferred.
From the employer
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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