Sales Operations Analyst
Core
Own the reporting infrastructure and operational systems for an enterprise sales organization, translating data into leadership-ready narratives to inform board decisions and company strategy.
Role type
Senior Sales Operations Analyst (Revenue Operations)
Builds
Salesforce reports, dashboards, forecasting models, and executive performance metrics packages
Domain
SaaS / Financial Services / Compliance & Risk Intelligence
Deliverable
production ML models | dashboards & analysis | client delivery
Required skills
Salesforce (complex report building, data hygiene, object relationships), Excel/Google Sheets (advanced modeling, pivot tables), quota modeling, territory planning, win/loss tracking, forecasting accuracy modeling
Preferred skills
Salesforce certification (Administrator/Advanced), experience with enterprise B2B sales cycles (6-18 months), background in financial services/fintech/compliance
Technologies
Salesforce, Excel, Google Sheets
Responsibilities
Manage day-to-day administration of Salesforce and GTM tools including license management and user provisioning; Prepare executive and board-ready reports including quarterly revenue reports and MBR/QBR cadences; Support weekly/monthly forecasting processes and develop forecast accuracy models; Own the win/loss tracking framework to capture deal velocity and competitive trends; Identify and standardize sales process inefficiencies to inform strategy
