Sales Operations Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Generate recurring bookings, pipeline, and forecast reports for sales leadership and the executive team.

• Assist in the monthly sales reporting package and enhance the closing cycle.

• Create and maintain Salesforce reports and dashboards for weekly sales reviews and forecasting.

• Develop reporting on win rate, conversion, and pipeline health for senior leadership and Board-level review.

• Analyze pipeline and performance trends to uncover risks and opportunities.

• Identify and rectify inconsistencies in reported data prior to distribution.

• Provide ad hoc analysis for sales, finance, and executive stakeholders.

• Offer daily Salesforce support for Sales, Marketing, Finance, and Product teams.

• Ensure data cleanliness and accuracy across opportunity, account, and pipeline records.

• Validate booking values and deal information.

• Reconcile reported bookings with Finance systems of record.

• Document opportunity data flow and identify any data-quality issues.

• Assist with Salesforce enhancements, testing, and user training.

• Transition reporting from manual spreadsheets to Salesforce and modern BI tools.

• Establish scalable and repeatable reporting processes.

• Aid in reporting and analytics for strategic go-to-market initiatives.

⛳️ Requirements

• 2 to 4 years of experience in Sales Operations, Revenue Operations, Business Analytics, FP&A, or a similar analytical role.

• Advanced proficiency in Excel, including complex formulas, pivot tables, and data modeling.

• Practical experience with Salesforce in building reports and dashboards and managing data quality.

• Strong analytical mindset with the ability to communicate findings effectively.

• Capability to manage recurring reporting processes involving multiple stakeholders and strict deadlines.

• Exceptional written and verbal communication skills, including presenting findings to senior leadership.

• High attention to detail and a personal commitment to data accuracy.

• Familiarity with Sigma, Tableau, Power BI, or Looker (preferred).

• SQL or data querying skills (preferred).

• Working knowledge of SaaS revenue metrics such as ARR, net revenue retention, pipeline velocity, win rate, and bookings (preferred).

• Experience in supporting a sales forecasting process (preferred).

• Exposure to territory design, quota setting, or go-to-market planning (preferred).

• Experience in a high-growth SaaS or technology environment (preferred).

• Must be legally authorized to work in the United States; sponsorship may be required now or in the future.

🏝️ Benefits

• Insurance coverage (medical, dental, vision, life, and disability).

• Flexible paid time off.

• Paid holidays.

• 401(k) plan with company match.

• Remote work.