Sales Operations Analyst

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

📋 Description

• Assist in the commercial operations of USGBC and GBCI by providing reliable analysis, actionable insights, and effective Salesforce workflows.

• Collaborate with Market Leads, Account Management teams, and leadership to support pipeline management, forecasting, account coverage, customer retention, expansion, and partner performance reports.

• Define requirements for Salesforce, conduct workflow testing, and facilitate the adoption of approved commercial processes.

• Help implement consistent global reporting practices, enhance data quality, and deliver commercial insights across various regions and markets.

• Create and manage reports and dashboards that track pipeline, conversion rates, opportunity aging, win/loss trends, account coverage, retention, expansion, and partner contributions.

• Work in tandem with marketing and communications on campaign performance, lead routing, and ROI reporting.

• Prepare inputs for forecasting, including assumptions, scenarios, and variance analyses.

• Aid in territory planning, account coverage, quota and KPI distribution, and workload evaluations.

• Oversee the accuracy of Salesforce data, identifying duplicates or incomplete records, coordinating corrections, and reconciling commercial metrics with finance.

• Collect and document business requirements, workflows, user needs, field definitions, reporting logic, process handoffs, and acceptance criteria.

• Maintain a prioritized backlog for Salesforce business improvements in collaboration with sales operations leadership and technology.

• Prepare and conduct User Acceptance Testing (UAT), coordinate testers, document defects, track results, and validate requirements.

• Assist in readiness for change, coordinate technical remediation, and manage production deployment.

• Develop process documentation, job aids, user guidance, demonstrations, and training support materials.

• Address business-process inquiries and escalate issues related to access, security, integration, and technical matters.

• Manage reporting schedules, metric definitions, process documentation, and audit trails.

• Identify opportunities for automation and process enhancements.

• Collaborate with regional directors, market leads, account managers, finance, technology, marketing, product, client solutions, and sales enablement teams.

• Independently oversee assigned reports, dashboards, data quality checks, requirements, and testing activities.

• Suggest improvements to metrics, Salesforce workflows, reporting processes, and release readiness.

• Escalate unresolved data disputes, system defects, concerns regarding sensitive information, and competing priorities.

• Report to the Director of Sales Operations as a contributing member of the global sales operations team.

⛳️ Requirements

• A minimum of three years of experience in sales operations, revenue operations, commercial analytics, or business analysis supporting customer-facing teams.

• At least two years of practical experience with Salesforce reporting and commercial workflows.

• Proven experience in developing reports and dashboards, enhancing data quality, conducting user acceptance testing, and promoting business process adoption.

• Experience in independently producing sales or business performance analyses and effectively communicating findings to non-technical stakeholders.

• Familiarity with Salesforce accounts, contacts, leads, opportunities, required fields, and process handoffs.

• Experience in gathering and documenting business requirements, mapping processes, defining acceptance criteria, conducting user acceptance testing, and tracking defects or issues.

• Background in supporting sales operations, commercial reporting, or business analysis across multiple regions or business units.

• Experience consolidating data from various sources for performance reporting and strategic business decisions.

• Experience in supporting commercial reporting or sales operations within a global or multinational organization.

• Knowledge of SQL or other data querying methods.

• Familiarity with reporting dashboards, CRM data quality, or process automation initiatives.

• A bachelor's degree in business administration, finance, economics, business analytics, information systems, statistics, or a related field is required.

• Proficiency in Salesforce CRM, including reporting, dashboards, account and contact management, lead and opportunity workflows, and data quality monitoring.

• Advanced skills in Microsoft Excel, including pivot tables, lookup functions, data validation, data reconciliation, and reporting analysis.

• Experience with Microsoft Power BI, Tableau, or similar business intelligence and data visualization tools.

• Proficiency in Microsoft 365 applications or comparable productivity and collaboration platforms.

• Experience in business requirements documentation, workflow mapping, UAT, and issue-tracking tools.

• Familiarity with data preparation, reporting automation, and structured data analysis.

• Strong skills in spreadsheet analysis, data preparation, reconciliation, reporting, and quality control.

• Excellent analytical and problem-solving abilities.

• Clear written and verbal communication skills for non-technical stakeholders.

• Strong attention to detail and discretion when handling confidential commercial data.

• Ability to work collaboratively across business and technical teams and support user adoption.

• Strong organizational and time management abilities.

• Capacity to collaborate across cultures, regions, and time zones.

• Ability to balance standardized global reporting requirements with regional needs.

• Commitment to the missions of USGBC and GBCI, with an interest in sustainability within the built environment.

• Salesforce Certified Administrator, Salesforce Business Analyst, or similar certification is preferred.

• LEED Green Associate or LEED AP credential is preferred.

• An advanced degree is preferred.

🏝️ Benefits

• Competitive compensation.

• 401(k) with employer matching.

• Professional development reimbursement.

• Healthcare plan through Cigna, including medical, dental, vision, and prescription drugs.

• Employer covers 100% of healthcare premiums.

• Health Reimbursement Arrangement (HRA) to assist with in-network medical deductibles.

• Generous paid time off: 12 paid holidays, 9 paid personal sick days, and 2 to 3 weeks of PTO.

• Operations are closed for a full week between Christmas and New Year’s.

• 6 weeks of paid renewal leave after 7 years of continuous service.

• Remote work options available in the U.S.

• A purpose-driven, inclusive culture.

• Opportunities for career growth and ownership of meaningful work.

• The chance to make a measurable impact on global sustainability efforts.