Senior Sales Operations Analyst

This is a fully remote position, open to applicants in Florida, +2 more states.

📋 Description

• Take charge of CRM account management, regular reporting schedules, pipeline health monitoring, and revenue forecasting assistance.

• Ensure the integrity and cleanliness of CRM data by verifying deal stages, close dates, opportunity fields, and naming conventions.

• Collaborate with sales management to monitor deal advancement, pinpoint funnel bottlenecks, and track end-of-quarter commitments.

• Compile and analyze weekly forecasting data from regional teams for review cycles.

• Design, create, and maintain Salesforce reports, list views, and dashboards.

• Manage, automate, and distribute recurring weekly operational reports focusing on order and revenue metrics.

• Develop scalable Tableau dashboards to track operational KPIs, pipeline velocity, win/loss metrics, and historical performance trends.

• Supervise updates to account lists, territory assignments, and account transfers during organizational changes and new-hire onboarding.

• Create Standard Operating Procedures (SOPs), quick-reference guides, and training tools to enhance sales representative productivity.

• Investigate and address payout inquiries, split-credit adjustments, and quota-crediting questions through data-driven reconciliation.

• Act as a crucial business partner to regional sales leaders, field teams, and frontline representatives.

⛳️ Requirements

• A minimum of 5 years of experience in Sales Operations, Field Operations, or Business Analytics.

• Proficiency in Salesforce (SFDC) Administration to create custom reports, build operational dashboards, manage data imports, and uphold object hierarchy integrity.

• Experience with Tableau Visualization to create, publish, and maintain interactive data visualizations and executive-level performance dashboards.

• Advanced proficiency in Spreadsheet Modeling using Microsoft Excel or Google Sheets, including skills in XLOOKUP, pivot tables, and data reconciliation models.

• Knowledge of AI-driven analytics, predictive forecasting tools, and generative AI workflows.

• Experience in Stakeholder Management, translating complex sales data into concise narrative insights for executive leaders while offering support to sales representatives.

• Proven track record in Operational Process Improvement, identifying workflow inefficiencies, auditing CRM databases, and implementing scalable automated solutions.

• Experience in Cross-Functional Collaboration, partnering with IT, Finance, and Compensation teams.

• Salesforce Certified Administrator or a related technical CRM certification is preferred.

• Direct experience working in a B2B technology or channel sales environment is preferred.

• Willingness to travel less than 25% of the time.

🏝️ Benefits

• Incentive Bonus Plans

• Medical, Dental, Vision benefits

• 401K with Company Match

• 10 Paid Holidays

• Generous Paid Time Off Packages

• Employee Stock Purchase Plan

• Paid Parental & Family Leave