Sales Operations Analyst – POS Solutions and Services

Loyalty Sense Inc., a Calgary-based technology solutions provider, delivers innovative Point of Sale (POS), payment processing, online and mobile ordering, and security system solutions to merchants. The company is dedicated to turning technology from a cost center into a revenue generator, boasting a 99.9% customer retention rate and consistently positive customer feedback. With a strong focus on exceptional customer experiences, Loyalty Sense continuously supports its merchants by going above and beyond expectations.

Key Responsibilities

Collect, analyze, and interpret sales data to uncover trends, patterns, and opportunities for improvement. Develop reports and dashboards to track key performance indicators (KPIs) and provide actionable insights to the sales team. Collaborate with sales representatives and managers to accurately forecast sales revenue and monitor the sales pipeline, identifying bottlenecks and proposing solutions. Evaluate and enhance the sales process by implementing automation, standardization, and best practices to streamline operations.

Support the creation of sales proposals by developing templates, ensuring accuracy, and coordinating with subject matter experts to gather content. Conduct detailed costing analysis for proposals and projects, working closely with finance and operations to evaluate pricing models, profitability, and cost structures. Perform regular follow-ups with prospective clients via phone and email after proposals are sent, addressing inquiries, providing updates, and nurturing relationships to increase the likelihood of closing deals. This includes follow-ups related to technical support, bank verifications, and client data collection.

Provide customer support to existing clients, assisting with account changes and closure requests. Work alongside the sales team to convert leads into closed deals by supporting negotiations, pricing discussions, and contract preparation, ensuring smooth deal closure and handover. Maintain client data within the CRM system, ensuring accuracy and completeness, and train sales teams on CRM usage and reporting. Develop sales collateral, training materials, and process documentation, including templates and checklists for application tasks, following up with clients to ensure timely submissions.

Generate purchase orders for hardware required in projects and prepare/send applications or forms via electronic signature platforms, following up until forms are signed. Collaborate with other teams to improve lead generation and management processes. Conduct online product demos for prospective clients in English and manage client inquiries through email and phone communication.

Required Qualifications

Bachelor’s degree in business administration, finance, or a related field, or equivalent work experience. Proven experience in sales operations, sales analytics, proposal creation, costing analysis, client follow-ups, and deal closure. Strong analytical skills with the ability to interpret complex data sets. Proficiency in CRM systems such as Salesforce or HubSpot, and data analysis tools like Excel or Tableau. Excellent problem-solving, critical thinking, communication, and presentation skills. Detail-oriented with strong organizational and project management capabilities. Ability to work independently and collaboratively in a fast-paced environment. Familiarity with sales methodologies and best practices. Exceptional attention to detail and keen observation skills. Fluency in English is required.

Preferred Qualifications and Benefits

Weekend availability may be required occasionally to support business needs, along with flexibility for overtime when necessary. This is a fully remote position requiring permanent night shifts aligned with Mountain Time business hours (08:00 to 17:00). Candidates must have a proper home workstation setup, including a reliable laptop and high-speed internet connection. Experience in content creation is considered an asset. Loyalty Sense values creative thinking and positive energy, fostering a dynamic environment where employee ideas contribute directly to company growth and success.

This full-time role offers the opportunity to work in a collaborative, innovative setting where your contributions are highly valued and integral to driving revenue growth and operational excellence.