Sales Operations and Analytics Associate

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

📋 Description

• Design and manage dashboards, KPI scorecards, and commercial reports for Business Development and Leadership.

• Examine pipeline data, forecasting, bookings, conversions, and performance trends to deliver actionable business insights.

• Provide both recurring and ad hoc reporting to support strategic decision-making processes.

• Detect risks, opportunities, and performance gaps through thorough data analysis.

• Leverage Salesforce, Excel, Power BI, and other BI tools to enhance reporting and visibility.

• Act as a vital Salesforce resource for Business Development and Commercial teams.

• Create and maintain Salesforce reports, dashboards, workflows, and system enhancements.

• Collect business requirements and convert them into scalable CRM solutions.

• Assist with CRM projects, including testing, integrations, user administration, and data migrations.

• Uphold CRM data standards, governance processes, and quality controls.

• Perform data audits, validation reviews, and remediation activities to enhance data integrity.

• Collaborate with stakeholders to address data issues and enhance reporting accuracy.

• Establish controls, automation, and process improvements that minimize recurring data-quality concerns.

• Aid in pipeline management, forecasting, and commercial performance evaluations.

• Track opportunity movement, aging, conversion rates, and forecast accuracy.

• Prepare analysis and reporting for leadership reviews and commercial meetings.

• Identify bottlenecks, risks, and inconsistencies that impact forecast reliability.

• Support account planning, territory management, and commercial prioritization efforts.

• Spearhead initiatives aimed at enhancing commercial processes, reporting efficiency, and operational effectiveness.

• Document workflows, SOPs, and best practices while ensuring process governance.

• Assess and implement automation opportunities to reduce manual workload.

• Collaborate closely with Business Development, Commercial Leadership, Finance, Marketing, and other cross-functional stakeholders to transform commercial data into actionable insights.

⛳️ Requirements

• Over 5 years of experience in Sales Operations, Revenue Operations, Commercial Operations, CRM Administration, Business Analytics, or a related field.

• Practical experience supporting Salesforce and commercial reporting procedures.

• Proven track record in developing dashboards, reports, and performance metrics for business stakeholders.

• Strong analytical capabilities, with proficiency in interpreting data and delivering actionable insights.

• Knowledge of CRM data governance, data quality standards, and compliance processes.

• Experience in supporting pipeline management, forecasting, and commercial performance evaluations.

• Advanced skills in Microsoft Excel.

• Familiarity with Power BI, Tableau, or similar BI tools is preferred.

• In-depth understanding of sales operations, commercial processes, pipeline management, forecasting methodologies, and CRM best practices.

• Proficient in Salesforce administration, reporting, dashboard creation, workflow management, and CRM optimization.

• Expertise in data visualization and business intelligence tools, including advanced Microsoft Excel and Power BI or equivalent analytics platforms.

• Awareness of data governance principles, data quality management practices, and controls that ensure reporting accuracy and integrity.

• Strong attention to detail and a commitment to maintaining accurate, complete, and reliable commercial and operational data.

• Ability to handle multiple priorities, conduct detailed investigations, and produce high-quality work in a fast-paced environment.

• Effective stakeholder management and collaboration skills across Business Development, Finance, Marketing, Operations, and Leadership teams.

• A mindset focused on process improvement, with experience in identifying inefficiencies, implementing automation opportunities, and promoting operational excellence.

• Excellent written and verbal communication skills, including the ability to present data, insights, and recommendations clearly to both technical and non-technical audiences.

• Must possess legal authorization to work in the country of employment without employer sponsorship.

🏝️ Benefits

• Discretionary annual bonus.

• Health insurance.

• Retirement savings benefits.

• Life insurance.

• Disability benefits.

• Parental leave.

• Paid time off for sick leave and vacation.