Senior Sales Operations Analyst

Overview

The Sr. Sales Operations Analyst plays a critical role in optimizing the effectiveness and efficiency of our sales organization. This individual will partner closely with sales leadership, finance, and other cross functional teams to provide data-driven insights, improve sales processes, manage financial planning for sales, and ensure accurate reporting. This role requires a strong analytical mindset, a deep understanding of sales operations, and the ability to translate complex quantitative data into actionable business recommendations.

Sales Process Optimization & Strategic Support:

• Gather and organize sales data from multiple sources;
  Identify patterns, trends, and opportunities for improvement within sales data to inform decision-making.
• Analyze GTM performance metrics and make strategic recommendations to management
• Partner with cross-functional stakeholders across the organization and be responsible for implementing and driving process improvements, delivering value-added business analysis, as well as defining and reporting meaningful financial and operational metrics that lead to insightful business decision-making
• Perform ad hoc analyses to quickly solve time-sensitive business cases, reporting issues, and operational challenges
• Assist in sales forecasting and pipeline management by leveraging historical data, CRM systems, business intelligence practices, and external market trends.
• Support the formulation and tracking of sales KPIs and enable sales teams to meet targets.

Sales Performance & Reporting:

• Develop, maintain, and enhance key sales dashboards and reports (e.g., pipeline health, sales productivity KPIs, goal attainment, performance management, etc.).
• Monitor and track sales performance against key metrics, highlighting areas of concern and proposing corrective actions.
• Provide ad-hoc analysis and reporting to support sales management's evolving needs, including deep dives into trends, campaigns, and key opportunities.
• Partner with sales leadership to assess the health of the sales pipeline, providing insights into forecast accuracy and potential risks/opportunities.
• Ensure the timely delivery of accurate financial reports and other regular essential reporting documents

Data Analysis & Systems

• Proficiently utilize CRM systems (e.g., Salesforce), ERP systems, and financial planning tools to extract, analyze, and report on sales data.
• Collaborate with Business Intelligence/Data teams to ensure data accuracy and integrity across sales systems (CRM, ERP)
• Experience with SQL or data visualization tools (i.e. Tableau, Power
  
  BI, Looker) is highly preferred.
• Collaborate with sales and technical teams to drive automation and improve operational workflows.

• 5-7 years of Sales Operations, Rev Ops, Sales Finance, FP&A, Business Analysis or related experience
• Meaningful experience in a Sales Ops or one of the above similar roles at a B2B SaaS company plus work experience in at least one other type of B2B business offering BPO/Managed Services, Information/Data Services, Professional/IT Services, or usage-based (i.e. price x volume) solutions.
• Bachelor’s degree in business, finance/accounting, or a related field, or equivalent work experience
• Salesforce experience required
• Leverage advanced Excel skills for complex data manipulation, modeling, and scenario planning.
• Successfully manage multiple tasks, projects, and priorities in a fast-paced environment
• The ideal candidate is a self-starter, takes initiative, works well under pressure, and excels at handling ambiguity
• Ability to interpret financial statements and convey key recommendations to the business
• Attention to detail and capable of self-review and providing polished deliverables
• Excellent written/verbal communication skills, including the ability to distill complex data into a clear "so what?" for executive stakeholders.

• Experience with other tools in our Tech Stack will be a bonus, such as Xactly, Seismic, Demand Base, and Aircover/Gong.
• Experience designing or supporting Deals Governance processes, such as a Deals Desk or Sales Approvals is also preferred.
• Salesforce Admin certification will be a major plus