Sales Operations Analyst
Core
Create ad-hoc reports and dashboards in Salesforce, analyze CRM data quality, and generate recurring/ad-hoc audit reports to support global sales teams and Revenue Operations.
Role type
Sales Operations Reporting Analyst
Builds
Sales dashboards, reports, and audit templates for global sales teams
Domain
SaaS / Market Intelligence / Sales Operations
Deliverable
dashboards & analysis
Required skills
Salesforce reporting, CRM data management, data analysis, Excel, Power BI/Tableau/Alteryx, KPI tracking, process improvement
Preferred skills
Training on reporting tools, cross-functional collaboration, industry trend awareness
Technologies
Salesforce, Excel, Power BI, Tableau, Alteryx
Responsibilities
Create and maintain sales dashboards and reports; analyze sales data to identify trends and opportunities; ensure data accuracy and consistency across systems; monitor and report on KPIs; provide ad hoc analysis for business decisions; recommend and implement process improvements; conduct training sessions on reporting tools.