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Financial Consultant – Sales Operations

June 28, 2025June 28, 2025

Financial Consultant – Sales Operations

CompanyMedtronic
LocationHouston, TX, USA, Dallas, TX, USA, Charlotte, NC, USA, Jacksonville, FL, USA, Atlanta, GA, USA
Salary$133600 – $200400
TypeFull-Time
DegreesBachelor’s
Experience LevelExpert or higher

Requirements

  • Bachelor’s Degree
  • Minimum of 10 years of relevant experience, or advanced degree with a minimum of 8 years of relevant experience

Responsibilities

  • Analyze sales performance metrics and trends to support decision-making and forecast accuracy.
  • Create goals, processes, and reporting for service warranty conversion and service contract renewals.
  • Support field processes such as quarterly business reviews and other corporate initiatives.
  • Maintain and improve CRM data integrity, pipeline hygiene, and reporting accuracy.
  • Support sales planning processes, including territory assignments, quota setting, and compensation modeling.
  • Develop and maintain sales dashboards, reports, and performance KPIs.
  • Partner with cross-functional teams (Sales, Marketing, Finance, HR) to align strategies and share insights.
  • Assist with Salesforce optimization, user training, and tool implementation projects.
  • Identify bottlenecks and opportunities in the sales process; propose actionable recommendations.
  • Support ongoing initiatives related to sales enablement, compensation, and forecasting.

Preferred Qualifications

  • Proficiency with Salesforce or other CRM platforms.
  • Strong skills in Excel; experience with BI tools (e.g., Tableau, Power BI, Looker) is a plus.
  • Excellent analytical and problem-solving skills.


TaggedBachelor'sExpert or higherFinance & Operations & StrategyMedtronicSales & Account ManagementSales Development Representative

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