Sales Operations Analyst
Core
Supports the day-to-day operational needs of a SaaS sales organization by maintaining CRM data quality, analyzing sales data in Excel, and serving as a go-to resource for sales reps and managers.
Role type
Sales Operations Analyst
Builds
Accurate CRM records, sales reports, and data files for campaigns and forecasting
Domain
SaaS sales operations
Deliverable
dashboards & analysis
Required skills
Excel (VLOOKUP/XLOOKUP, pivot tables, text functions), CRM data hygiene, data reconciliation, report generation, user provisioning, process documentation
Preferred skills
Salesforce experience, SaaS/subscription business exposure, interest in RevOps career growth
Technologies
Salesforce, Excel
Responsibilities
Maintain CRM data quality and perform account/opportunity/contact record hygiene; Organize, reconcile, and analyze sales data using Excel; Build reports and data files for sales campaigns and leadership; Serve as first point of contact for sales operational requests; Support pipeline meetings, forecast calls, and QBRs; Track quota and commission inputs; Administer sales tools and troubleshoot access issues; Identify data quality gaps and partner with RevOps to resolve them
Seniority
Entry-level to early career