Sales Operations Analyst

Job Description:

• Partner with Sales and Finance leadership to analyze operational performance and implement scalable improvements across North America
• Support go-to-market execution through forecasting, pipeline management, territory planning, performance tracking, and sales governance
• Translate complex business data into actionable insights for executive decision-making and growth initiatives
• Monitor sales performance indicators and recommend process improvements
• Own and maintain pipeline governance practices
• Lead weekly pipeline, forecast, and deal review cadences
• Develop monthly, quarterly, and annual forecasts using historical trends, scenario modeling, and business intelligence tools
• Identify deal risks, revenue opportunities, and pipeline trends
• Develop and maintain executive dashboards and reporting solutions using Salesforce, Power BI, and other analytics platforms
• Provide visibility into sales performance, pipeline health, forecasting trends, seller productivity, and operational metrics
• Support executive business reviews with reporting, analysis, and strategic insights
• Create and maintain KPI scorecards and performance reporting frameworks
• Ensure CRM data integrity, governance compliance, and pipeline hygiene
• Lead data quality initiatives
• Develop and maintain SOPs for CRM workflows, forecasting processes, and reporting methodologies
• Deliver training and best-practice guidance to sales teams
• Identify opportunities to automate reporting and operational processes through Power Automate and similar technologies
• Leverage AI-enabled analytics and automation to improve reporting efficiency, surface deal risks, identify trends, and accelerate root-cause analysis
• Support technology adoption initiatives and continuous improvement focused on scalability and efficiency
• Combine Salesforce data with Advanced Excel or Google Sheets and SQL
• Connect CRM data to Tableau, Looker, or Power BI
• Support annual operating plans, quota management, territory alignment, and capacity planning
• Provide recommendations on sales coverage models, resource allocation, and revenue planning
• Assist leadership in evaluating business performance and operational readiness across market segments
• Facilitate structured deal reviews for large strategic opportunities and complex sales pursuits

Requirements:

• Mid-level experience in Sales Operations Analysis
• Strong analytical and business acumen
• Expertise in CRM systems, business intelligence tools, forecasting methodologies, and sales process optimization
• Experience with Salesforce
• Experience with Power BI and other analytics platforms
• Experience with pipeline management, forecasting, territory planning, performance tracking, and sales governance
• Advanced Excel or Google Sheets skills, including VLOOKUPs and pivot tables
• SQL skills
• Experience connecting CRM data to Tableau, Looker, or Power BI
• Knowledge of Power Automate or similar automation technologies
• Knowledge of AI-enabled analytics and automation solutions
• Knowledge of quota management, territory alignment, capacity planning, and revenue planning
• Ability to analyze complex business data and provide actionable insights
• Ability to develop executive dashboards, KPI scorecards, and reporting frameworks
• Ability to ensure CRM data integrity, governance compliance, and pipeline hygiene
• Ability to develop and maintain standard operating procedures
• Ability to deliver training and best-practice guidance to sales teams

Benefits:

• Diversity and inclusion embedded in the company’s DNA
• Fair work environment
• ESG and corporate social responsibility commitments