Intern, Sales Operations at Workato

Palo Alto, California, United States

Workato Logo
Not SpecifiedCompensation
InternshipExperience Level
InternshipJob Type
UnknownVisa
Technology, SaaSIndustries

Requirements

  • Able to commit for at least 6-9 months, with a minimum of 30 hours per week
  • Exceptional verbal and written presentation skills to communicate analytical insights to business leaders
  • Diligent thinker who gets things done without overlooking important details
  • Strong quantitative capabilities with a passion for numbers and analytics
  • Skilled in SQL
  • Experience working with BI/Analytics tools (Sigma preferred)
  • High proficiency in Excel & PowerPoint (and Google Sheets & Slides). Experience with Salesforce, Salesforce CPQ, ZoomInfo, and/or BI tools is strongly preferred
  • Proven track record of analyzing large data sets
  • Strong analytical and problem-solving skills
  • Excellent business judgment. Strong track record

Responsibilities

  • Learn and support TAM modeling and territory building process, sales capacity modeling, growth planning initiatives, weekly forecasting, and pipeline review processes, as well as quarterly and annual business reviews and strategic planning processes
  • Work with and analyze data necessary for both day-to-day sales execution and long-term strategic planning
  • Work with fantastic sales leaders and sales professionals who will teach you a lot about selling and how to build a high-functioning sales org
  • Manage both ongoing and one-off analyses that help to shine light on how Workato is executing and where we can improve or scale
  • Assist Workato North America sales leaders and sales professionals with their operational needs
  • Learn how SaaS businesses work and what the key KPIs and drivers are for sales productivity
  • Proactively recommend improvements to existing processes and automation to increase the effectiveness of Sales, Operations, & cross-functional teams
  • Audit Salesforce data and ensure operational excellence in our CRM
  • Assist with sales forecasting and planning processes
  • Ensure territory management excellence for a constantly growing and shifting sales organization, including territory carving, assignment, and process improvements in our CRM
  • Support ad-hoc projects from leadership
  • Assist with producing quarterly presentations to the executive team and board

Skills

Sales Operations
TAM Modeling
Territory Building
Sales Capacity Modeling
Forecasting
Pipeline Review
Data Analysis
Strategic Planning

Workato

Cloud-based automation and integration platform

About Workato

Workato provides a cloud-based platform for automating and integrating business processes using artificial intelligence. The platform helps organizations improve efficiency by unifying integration and automation, which reduces the complexity of using multiple tools and helps eliminate data silos. Workato's features include automated ticket escalation, threat detection, compliance management, and support for remote work, making it suitable for businesses of all sizes. The company operates on a subscription model, allowing clients to access its services for a recurring fee, which supports steady revenue growth. A standout feature, AI@Work, enables users to create intelligent systems by incorporating AI into their operations, making technology more accessible and facilitating business transformation. Workato's platform is designed to adapt to changing business needs while lowering operational costs and speeding up the implementation of integrations and automations.

Mountain View, CaliforniaHeadquarters
2013Year Founded
$403.7MTotal Funding
SERIES_ECompany Stage
Enterprise Software, AI & Machine LearningIndustries
1,001-5,000Employees

Benefits

Flexible working arrangements
EAP
Health insurance
Stock options
Professional development
PTO
Company events & recreation time

Risks

Emerging AI-driven platforms may erode Workato's market share with competitive pricing.
Rapid AI advancements require Workato to invest heavily in R&D to stay competitive.
Economic downturns could reduce client spending on Workato's subscription services.

Differentiation

Workato offers AI-driven automation with a focus on security and governance.
The platform supports low-code/no-code integrations, empowering non-technical users.
Workato's Virtual Private Workato caters to highly regulated industries with stringent security needs.

Upsides

Growing demand for AI-driven automation in healthcare boosts Workato's market potential.
Hybrid work models increase the need for Workato's remote work helpdesk features.
Rising interest in low-code/no-code platforms aligns with Workato's AI@Work feature.

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