Sr. Sales Operations Analyst
Core
Building scalable models and infrastructure for segmentation, book-of-business design, quota setting, and capacity planning across Direct, Expansion, and Benefits sales teams.
Role type
Senior Sales Operations Analyst (GTM Planning & Modeling)
Builds
Segmentation rules, balanced books of business, defensible quota models, and headcount/capacity planning infrastructure.
Domain
SaaS / Fintech / HR Tech
Deliverable
production ML models
Required skills
Sales operations, quota modeling, capacity planning, segmentation logic, Salesforce proficiency, financial modeling, stakeholder management, data analysis, process automation, strategic planning
Preferred skills
Payroll/HR tech domain knowledge, multi-organization planning experience, lead-routing automation design
Technologies
Salesforce
Responsibilities
Design and maintain customer/account segmentation rules and models; Build and rebalance books of business across reps and teams; Own end-to-end quota-setting process and model maintenance; Model headcount needs and capacity planning scenarios; Partner with GTM leaders and Finance on planning alignment; Document methodology for auditability and repeatability.
