Wolters Kluwer Sales Operations Data Intelligence Analyst in Riverwoods, Illinois

18-20921 -- Sales Operations Data Intelligence Analyst

Wolters Kluwer Tax & Accounting North America is looking for a Sales Operations Data Intelligence Analyst to join our Mid-to-Large Firm team in a remote home office.

Wolters Kluwer, Tax & Accounting North America (TaxNA.WoltersKluwer.com) has served tax, accounting and audit professionals, within the United States and Canada, since 1913. Our market-leading solutions include CCH® ProSystem fx®, CCH Axcess™, CCH® IntelliConnect®, CCH® iFirm, ATX™, TaxWise®, U.S. Master Tax Guide®, Taxprep and Cantax in Canada, and CCH® SureTax® and CCH® Sales Tax for businesses requiring sales and use tax compliance.

Today, tax and accounting professionals within mid-to-large firms, have evolving needs and expectations and count on Wolters Kluwer to provide solutions that help them navigate complex tax laws with accuracy, greater mobility and speed. These needs place a premium on access to agile systems, integrated workflows, and solutions that simplify the tax and accounting compliance ecosystem.

Wolters Kluwer, Tax and Accounting North America invites individuals who are passionate about helping to create the future of tax and accounting, to join our team. Our key office locations include Atlanta, GA, Riverwoods, IL, Dallas, TX, Wichita, KS, Torrance, CA and Toronto, CA.

The Sales Operations Data Intelligence Analyst will drive operational execution through analysis of sales metrics across multiple business systems, own data quality/management/process improvement, engagement with Sales personnel at all levels, drive revenue through business process efficiency and improvement, manage programs to improve Sales revenue potential and department communication of key Sales & cross-functional initiatives with the objective of enabling the Sales organization success and the achievement of KPIs.

  • Responsible for engaging, formalizing and implementing sales process improvement with sales leaders and sales personnel to drive efficiency and user experience

  • Manage and execute key Sales & cross-functional initiatives as assigned, through key meetings, communications, managing and monitoring progress and expectations.

  • Building out and maintaining integration between Salesforce.com and back-end ERP (SAP)

  • Prepare tools for tracking sales metrics, trending, and forecasting leveraging Salesforce.com.

  • Perform analysis of KPIs, identify and analyze key trends, and regularly highlight performance issues and areas of improvement to increase revenue potential to the leadership team.

  • Gather business requirements and recommend process improvements and changes to the Sales systems (Salesforce.com, Steelbrick, and Apttus) and processes with outcomes tied to revenue gains.

  • Coordinate resources and deliverables timely to ensure successful achievement of timelines and objectives.

  • Create, improve, implement and enforce sales operational processes and policies to drive consistent and measurable success in the Sales organization

  • Primary liaison between Sales and business owners from across the organization, including Finance, Marketing, Product Management, etc. to drive connections and communications to and from the Sales organization

  • Collect, extract, and compile data from various systems (including Salesforce.com, Salesforce CPQ, and Apttus) and works with management to develop sales reporting to increase business intelligence.

  • Develop enhancement and conduct ongoing data maintenance, quality, and governance programs by working with various departments and product systems across multiple back office systems.

  • Responsible for Sales Operations communications to the sales force.

  • Performs other duties as requested by Supervisor


Minimum: Bachelor's Degree in Business, Project Management or related field, OR equivalent

Preferred: Master's Degree in related field

Minimum Experience:

5 years' experience in Sales Operations, IT Operations, Data Management, or Project Management in a Sales environment

Preferred Experience (includes minimum):

*Experience in CRM Systems and Management (Salesforce.com preferred)

*Experience in Sales, Sales Process, Sales Reporting, and Sales Analysis

*Experience in Configure, Price, Quote Tools (Apttus preferred)

*Experience with ETL tools

*Experience with corporate team activities including cooperative development of successful programs executed by sales

*Experience with Business Intelligence reporting tools (SAP Business Objects preferred)

*Experience with CRM Fusion or other Salesforce.com data management tools preferred

*Experience with managing data quality processes or governance programs preferred


  • Proficiency in MS Office Suite with advance Excel working knowledge.

  • Project Management Software

  • Salesforce.com

  • SAP

Other Knowledge, Skills, Abilities or Certifications:

  • Strong analytical and research skills

  • Advance level usage of Excel

  • Advance level usage of Salesforce.com

  • Experience with various CRM systems

  • Extensive knowledge of processes and systems utilized.

  • Demonstrated ability to interface with sales people, all levels of management and experience working across multiple functional groups required.

  • Highly skilled in strategic data interpretation and visual representation.

  • Outstanding organizational, time management and interpersonal skills in managing workload and internal customer expectations.

  • Ability to motivate the team to work efficiently together and acknowledges each team member's contributions while celebrating team success.

  • Advanced professional communication skills both written and verbal

  • Detail-oriented and ability to handle multiple top priorities

  • Ability to function in a fast-paced collaborative and in a matrixed organization

  • Strong work ethic and passion for excellence


Wolters Kluwer N.V. (AEX: WKL) is a global leader in information services and solutions for professionals in the health, tax and accounting, risk and compliance, finance and legal sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services.

Wolters Kluwer reported 2016 annual revenues of €4.3 billion. The company, headquartered in Alphen aan den Rijn, the Netherlands, serves customers in over 180 countries, maintains operations in over 40 countries and employs 19,000 people worldwide.

Wolters Kluwer shares are listed on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY).

For more information about our solutions and organization, visit www.wolterskluwer.com, follow us on Twitter, Facebook, LinkedIn, and YouTube.


Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions, and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.


For any assistance with your application for this job opening, please call the HR Source at (888) 495-4772 or email HRSource@WoltersKluwer.com. TTY is also available at 888 (495) 4771.

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled