Sales Strategy – Operations Analyst

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

📋 Description

• Create, sustain, and enhance recurring dashboards, reports, and KPI views utilized by sales leadership to oversee pipeline, bookings, activity, and performance trends.

• Facilitate weekly, monthly, and quarterly business rhythms by preparing reports, validating data, and generating insights for leadership reviews.

• Aid in sales forecasting, pipeline analysis, and performance monitoring to enhance visibility into risks, opportunities, and business results.

• Ensure CRM data quality by spotting inconsistencies, supporting cleanup efforts, and enhancing reporting logic, field usage, and data governance practices.

• Collaborate with Sales, Finance, Marketing, Customer Success, and Business Systems teams to resolve operational inquiries and support cross-functional initiatives.

• Contribute to territory planning, account analysis, sales productivity tracking, and ad hoc analytical requests as directed by management.

• Document workflows, reporting definitions, and operational processes to promote consistency, scalability, and ongoing improvement.

⛳️ Requirements

• 2–3 years of professional experience in Sales Operations, Revenue Operations, Strategy & Operations, Business Operations, or a similar analytical role, preferably within a SaaS or technology environment.

• Bachelor’s degree in Business, Finance, Economics, Analytics, Mathematics, or a related discipline, or equivalent practical experience.

• Expertise in spreadsheet-based analysis and experience in creating business reports, dashboards, and data summaries for operational or commercial teams.

• Familiarity with CRM systems, preferably Salesforce, including reporting structures, opportunity data, and data integrity standards.

• Strong analytical and problem-solving capabilities, with the ability to interpret data and convert findings into clear business insights.

• High attention to detail, robust organizational skills, and the capability to manage multiple priorities accurately and consistently.

• Effective written and verbal communication abilities, including the capacity to present findings clearly to cross-functional stakeholders.

• Proven willingness to learn new tools, processes, and business concepts, demonstrating a growth-oriented mindset.

🏝️ Benefits

• 18 Company Holidays + Paid Vacation

• Parental Leave: 18 Weeks Maternity / 4 Week Paternity

• 2 Volunteer Days

• Medical, Dental & Vision Insurance (Employees + Dependents)

• Employee Assistance Program (EAP)

• Life Insurance Plan