Sales Operations Analyst, Systems & Reporting

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

📋 Description

• Act as the primary contact for Salesforce Revenue Cloud inquiries across Direct, Channel, Educational, and Compliance Sales teams.

• Create and sustain scalable reports and dashboards that adhere to Mastercam's pipeline and forecasting standards.

• Address data integrity challenges across opportunities, accounts, and quoting workflows.

• Proactively enhance workflows and data quality to ensure precise reporting and alignment with financial objectives.

• Design and sustain Salesforce and Power BI dashboards that promote pipeline visibility, enhance forecast accuracy, and support executive KPI reporting.

• Provide actionable insights regarding bookings, pipeline health, forecast discrepancies, and performance trends within global sales teams.

• Establish and apply standardized definitions for reporting.

• Assist in regular reporting cycles with dependable, consistent data.

• Convert business requirements from Sales Ops, Commercial leadership, and Channel teams into clear technical specifications for Digital Systems.

• Collaborate closely with Digital Systems on Salesforce improvements, prioritization, and release planning concerning Revenue Cloud.

• Detect inefficiencies within quoting, order flow, and reporting processes, subsequently implementing automation and system-driven solutions.

• Empower sales users in Salesforce, particularly in reporting tools and standardized procedures.

⛳️ Requirements

• A Bachelor's degree in Information Systems, Computer Science, Data Analytics, or a related discipline is preferred.

• 3–5+ years of experience in Sales Operations, CRM Administration, Business Systems, Reporting, or a related field.

• Proficient in advanced Salesforce reporting and dashboard functionality.

• Experience in Power BI dashboard creation and data visualization.

• Skilled in gathering business requirements and translating them into system improvements.

• Strong knowledge of sales processes, forecasting, pipeline management, and CRM best practices.

• Capable of effectively communicating with both business users and technical teams.

• Exceptional communication abilities, both written and verbal.

• Proficient in Microsoft Office Suite (Word, Excel, and PowerPoint).

🏝️ Benefits

• Health insurance

• 401(k) matching

• Flexible work hours

• Paid time off

• Remote work options