Sales Operations Analyst
Core
Analyze sales data, optimize sales processes, and provide insights to improve sales performance and operational efficiency for a SaaS workforce optimization company.
Role type
Sales Operations Analyst
Builds
Dashboards, reports, and actionable insights for sales leadership and executive teams.
Domain
SaaS / Workforce Optimization
Deliverable
dashboards & analysis
Required skills
Data analysis, forecasting, CRM management, data governance, Excel, Tableau, Power BI
Responsibilities
Update and send weekly/monthly pipeline and bookings reports to leadership; Analyze sales data to identify trends and growth opportunities; Develop dashboards on revenue, pipeline, and conversion metrics; Monitor KPIs like pipeline velocity and win rates; Maintain CRM systems (Salesforce, HubSpot) and conduct data audits; Partner with finance and marketing on revenue and lead quality metrics.