Sales Operations Analyst

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

📋 Description

• Provide support for daily Salesforce operations, which includes data maintenance, reporting assistance, field updates, user support, and resolving issues.

• Enhance the usability of Salesforce, improve data quality, and ensure reporting accuracy by collaborating with internal stakeholders and external support teams.

• Configure and manage Salesforce reports, dashboards, fields, workflows, and implement process improvements.

• Ensure data consistency across Salesforce, ERP, forecasting, BI, and other commercial systems.

• Identify opportunities to minimize manual tasks through automation, enhanced workflows, AI integration, and improved system design.

• Document processes, create quick-reference guides, and assist in training sales and commercial users.

• Design, develop, and maintain dashboards and reports that track sales performance, pipeline health, account activity, quota achievement, case volume, therapy development efforts, and territory performance.

• Convert business inquiries into reporting requirements, data views, dashboards, and performance summaries.

• Assist in recurring business reviews, quarterly business reviews (QBRs), sales meetings, leadership updates, and executive reporting.

• Create self-service reporting tools and leverage AI-enabled tools to enhance reporting speed and identify trends.

• Support forecasting by maintaining accurate pipeline data, preparing forecast reports, identifying gaps, and explaining trends.

• Help with territory alignment, account assignments, quota modeling, field coverage analysis, and planning for expansion.

• Analyze sales performance, procedure volume, account activity, and pipeline trends to guide commercial decisions.

• Reconcile sales, bookings, revenue, and performance reporting with Finance and Commercial Operations when necessary.

• Maintain territory alignments, account ownership, region and zone mapping, and associated documentation.

• Assist in territory planning changes, approvals, documentation, and implementation in Salesforce and related systems.

• Ensure field teams have precise account, territory, dashboard, and performance information.

• Troubleshoot reporting issues, respond to data inquiries, and enhance visibility into field execution.

• Create sales enablement tools, reports, dashboards, data-driven materials, and well-organized visual summaries.

• Document, standardize, and enhance sales operations workflows and data governance practices.

• Define and uphold reporting standards, dashboard definitions, and logic for key performance metrics.

• Collaborate across functions with Sales, Marketing, Therapy Development, Finance, IT, Customer Experience, and Commercial Operations.

⛳️ Requirements

• Bachelor's degree in Business, Data Analytics, Information Systems, Finance, Economics, Computer Science, or a related field.

• 3 to 5+ years of experience in Sales Operations, Revenue Operations, Commercial Operations, Sales Analytics, Business Analytics, or Sales Enablement.

• Prior experience in the medical device, healthcare, life sciences, or other regulated commercial environments is highly preferred.

• Strong background in Salesforce, including reports, dashboards, data maintenance, user support, and process enhancement.

• Proficiency in building dashboards or reports using Power BI, Tableau, Salesforce Analytics / CRM Analytics, Tableau Next, Excel, or other similar BI tools.

• Excellent analytical skills with the ability to interpret sales, pipeline, account, forecast, and territory data.

• Advanced Excel capabilities, including formulas, pivots, lookups, data validation, and structured data analysis.

• Experience in supporting forecasting, territory alignment, quota planning, sales performance reporting, or commercial planning processes.

• Strong attention to detail and a commitment to maintaining data accuracy.

• Ability to convey insights clearly to both technical and non-technical stakeholders.

• Capacity to manage multiple priorities in a fast-paced and growing commercial organization.

• Experience in supporting field sales teams within the medical device or healthcare sector.

• Salesforce Administrator certification or equivalent hands-on experience with Salesforce.

• Familiarity with SQL, data modeling, data integration, or automation tools.

• Experience with ERP or finance system data, such as NetSuite or similar platforms.

• Proficient in utilizing AI tools to enhance analytics, reporting, workflow automation, documentation, or business insights.

• Experience in supporting sales enablement, onboarding, field training, or commercial communications.

• Understanding of territory management, account hierarchy, customer segmentation, sales compensation data, or quota modeling.

• Experience collaborating with Finance, IT, Marketing, Therapy Development, and Sales leadership.

• Employment is contingent upon fulfilling applicable pre-employment requirements.

• All employees must successfully complete the Recor training program within their first 90 days of employment.

🏝️ Benefits

• Competitive base salary ranging from $93,000 to $109,000 annually.

• Background screening and/or drug screening may be mandated in accordance with applicable laws.

• New hire training program to be completed within the first 90 days of employment.

• Additional guidance and protective equipment provided as needed for roles involving radiation safety.

• Personal dosimetry badge provided for applicable field-based positions.