Business Optimization Analyst Position Available In Sarasota, Florida
Tallo's Job Summary: The Business Optimization Analyst at CAE HEALTHCARE, INC. in Sarasota, Florida, is a strategic leader accountable for optimizing sales funnel processes and analytics for a $110 million business. Responsibilities include CRM management, sales funnel optimization, sales opportunity mining, forecasting, and reporting. The ideal candidate must have a bachelor's degree in business, marketing, finance, or data analytics, along with Salesforce Admin Certification or similar training. Key relationships include the Vice President of Global Sales, CEO, CFO, and other key leaders within the organization. The role is preferred to be on-site at the Sarasota headquarters, with remote candidates in Eastern or Central time zones in the US considered.
Job Description
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CAE HEALTHCARE, INC.
in Sarasota, Florida, United States Job Description The Sales Optimization Manager reports to and works closely with the Vice President of Global Sales to optimize commercial funnel processes and performance. The Sales Optimization Manager has accountability for the Sales Funnel Process and Analytics for a $110 million business with anticipated double-digit CAGR over the next 5 years. The Sales Optimization Manager is a strategic leader responsible for optimizing the company’s revenue engine performance by creating clarity and transparency about sales performance by markets, territories, and product segments. This role oversees the CRM system, sales funnel processes, and territory analytics to maximize sales performance, productivity, and overall revenue growth. Additionally, the Sales Optimization Manager owns the commercial 80/20 analysis and dashboards to ensure salespeople and customer service/support are focused on overserving our 80 customers. Through data-driven insights and robust analytics, the Director enables seamless execution of revenue strategies, enhances operational efficiency, and drives sustainable business success.
Key Relationships Reports to:
Vice President of Global Sales Direct reports : None at present time Other key relationships: CEO CFO Zone Sales Leaders VP/GM Patient Simulators VP/GM LearningSpace VP/GM Lifecycle Management Chief Nursing Officer –
Education & Training Director of Marketing Madison Medical Leadership Software Platform Vendors, Consultants Location:
The Sales Optimization Manager role is preferred to be located on-site at our Sarasota, FL headquarters. For a remote candidate, they must be located in the Eastern or Central time zones in the US to minimize time zone differences with the global salesforce and leadership.
Key Responsibilities CRM Management & Optimization:
Oversee the company’s Customer Relationship Management (CRM) system, ensuring data integrity, user adoption, and alignment with revenue goals. Optimize workflows, dashboards, and reporting to maximize team performance. Design, monitor, and optimize the sales funnel, from lead generation to deal closure, identifying bottlenecks and implementing solutions to improve conversion rates and accelerate sales cycles. Collaborate with sales, marketing, segment and customer service teams to align processes, tools, and goals, ensuring a unified approach to revenue generation and customer retention.
Sales Funnel Opportunity Mining:
Ensure the commercial, marketing and product segment front line teams know our 80 customers, products and services to help them overserve our 80s. Using our CRM/Sales data, identify opportunities to increase share of wallet with our customers.
Examples:
Increase Service Contract Attachment Rates, Cross-selling LearningSpace and Patient Simulators, SimX potential leads. Partner with the senior leadership team to implement revenue strategies that align with company objectives, market conditions, and customer needs.
Examples:
discounting, pricing, lead conversion Monitor and recommend opportunities to improve lead development for the Elevate/SimX partnership.
Forecasting, Productivity Insights, Reporting:
Analyze sales territory performance, recommend resources allocations to the VP of Global Sales, and develop data-driven strategies to optimize coverage, penetration, and productivity across regions or segments. Leverage analytics to provide actionable insights into lead/sales trends, funnel health, and validate revenue forecasts. Deliver regular reports, insights, and recommendations to leadership to inform strategic decisions, forecasts, incentive plans, and territory performance. Lead weekly funnel reviews with sales and segment leaders, present funnel performance during monthly and quarterly business reviews. Desired Outcomes Improved sales funnel conversion rates and velocity Increased sales team productivity and revenue per territory Increased share of wallet with 80 customers Increased customer retention and NPS through knowing and overserving our 80s Enhanced CRM adoption, compliance and data accuracy Accurate revenue forecasting and attainment of growth targets Academic Credentials A bachelor’s degree in business, marketing, finance, data analytics is required. Salesforce Admin Certification (ADM-201), or similar formal training. Critical Business Skills Leadership Engages in discussions around the long-term strategy and how they can contribute. Promotes cross-organizational collaboration and can lead through influence and positive relationships with peers. Fosters open communication and debate. Leading Change Takes personal ownership and initiative for advancing change where appropriate. Communicates a new direction or change with a clear rationale and sense of urgency. Adapts communication content, approach, or style around change to appeal to different audiences. Driving Results Uses a strong Bias for Action to… For full info follow application link. To view full details and how to apply, please login or create a Job Seeker account
