Senior Associate, Sales Operations & Pipeline Analyst
Core
Own the day-to-day mechanics of pipeline hygiene, deal tracking, and data operations for a $25M+ active pipeline of complex MSSP opportunities.
Role type
Senior Associate, Sales Operations & Pipeline Analyst
Builds
Pipeline health dashboards, win/loss trend analysis, velocity metrics, stage conversion rates, and executive-facing deal economics.
Domain
Professional services / Managed Security Services (MSSP)
Deliverable
dashboards & analysis
Required skills
Spreadsheet modeling (Excel/Google Sheets), CRM management (Salesforce/HubSpot/Dynamics), Data analysis, Deal tracking, Reporting automation, Cross-functional coordination
Preferred skills
Power BI/Tableau, B2B sales processes, Managed services pricing, Project coordination tools (Asana/Monday.com/Smartsheet), Pipeline metrics frameworks
Technologies
Salesforce, HubSpot, Microsoft Dynamics, Excel, Google Sheets, Power BI, Tableau, Asana, Monday.com, Smartsheet
Responsibilities
Maintain CRM pipeline hygiene and track deal progression; Build recurring pipeline reporting packages and automate data collection workflows; Coordinate scoping and pricing processes for active pursuits; Flag pipeline risks and aging deals to leadership; Support internal sales roadshows and deal reviews.
Seniority
Senior Associate, hands-on IC