Senior Sales Operations Reporting, Insights Analyst

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

📋 Description

• Evaluate sales performance metrics to uncover trends, predict outcomes, and generate actionable insights for Sales, Finance, and executive leadership.

• Create, develop, and manage sales dashboards and reports for representatives, managers, and executives.

• Take ownership of account and territory assignments, ensuring the accuracy and integrity of data.

• Assist in annual and ongoing sales planning, including adjustments to quotas and territories.

• Collaborate with FP&A and Analytics teams to construct data models and SQL transformations.

• Work alongside CRM administration to convert business requirements into effective data structures.

• Aid in sales forecasting by supplying accurate data sets and analysis.

• Track essential sales KPIs and pinpoint opportunities for enhancing performance.

• Diagnose and enhance data connectors and BI assets in collaboration with Analytics/Data teams.

• Prepare polished presentations and summaries for senior leadership.

• Foster robust cross-functional relationships with Sales, Finance, Marketing, and other departments.

⛳️ Requirements

• Over 5 years of experience in Sales Operations, Revenue Operations, data analysis, or a related field.

• Strong analytical and problem-solving capabilities; adept at working with large, complex data sets and navigating ambiguous challenges.

• Proficient in CRM platforms (Salesforce is required; HubSpot is a plus), including reporting and fundamental configuration concepts.

• Skilled in SQL for querying and validating data from various sources.

• Experience with business intelligence/data visualization tools (e.g., Sigma, Tableau, Power BI); capable of developing and refining dashboards and reports.

• Solid grasp of sales processes and sales performance metrics.

• High attention to detail with a strong focus on data quality, governance, and reproducible reporting.

• Excellent communication abilities, capable of translating technical or analytical insights into clear, business-oriented narratives.

• Proven track record of managing multiple priorities and stakeholders in a dynamic, cross-functional environment.

• Experience collaborating closely with FP&A, Analytics, and/or Data teams on shared models, dashboards, and financial reporting is highly preferred.

• Willingness to travel up to 5 days per quarter.

🏝️ Benefits

• Health/dental/FSA

• 401K with ezCater match

• Flexible PTO

• 12 paid holidays

• Stock options

• Remote-hybrid work options

• Employee meal program