Sales Operations Analyst

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

📋 Description

• Overseeing the daily administration of Salesforce and other go-to-market (GTM) tools, which includes managing licenses and user access.

• Creating executive and board-ready reports, such as quarterly revenue summaries and executive overviews on essential GTM metrics (e.g., ARR, NRR, pipeline coverage, forecast versus actuals).

• Assisting with weekly and monthly forecasting processes while developing accuracy models for forecasts.

• Taking ownership of the win/loss tracking framework in Salesforce to monitor deal velocity and trends in competitive displacement.

⛳️ Requirements

• 3–5 years of experience in Sales Operations, Revenue Operations, or a similar analytical position.

• Experience supporting enterprise B2B sales teams in complex, multi-stakeholder sales cycles lasting from 6 to over 18 months.

• Proficient in independently building reports and dashboards, with extensive knowledge of Salesforce, understanding object relationships, and troubleshooting data issues without needing assistance from an Admin.

• Demonstrated experience in producing reports and metrics packages for board-level or executive audiences.

• Strong skills in Excel or Google Sheets (including pivot tables, VLOOKUP/XLOOKUP, and modeling).

• Exceptional attention to detail regarding data accuracy.

• Knowledge of quota modeling and territory planning.

• Preferred: Salesforce certification (e.g., Salesforce Certified Administrator or Advanced Administrator).

• Preferred: Experience in SaaS companies targeting banks, financial institutions, or regulated enterprise clients.

• Preferred: Background in financial services, fintech, compliance, or risk intelligence sectors.

🏝️ Benefits

• Competitive salary

• Company Equity

• Exceptional benefits package

• Flexible Vacation & Paid Time Off

• Employer-matched 401(k) plan

• A fun environment where work-life balance is valued