CareerPlan

Senior Analyst - Sales Finance & Operations (Hybrid)

San Jose, California, USFull-time$70k–$144k2026-11-06 → 2026-11-11
Hybrid

Core

Turn complex data into business insights, improve sales processes, and support leaders in making informed decisions to drive growth.

Role type

Senior Sales Operations Analyst

Builds

Dashboards, KPIs, reporting tools, executive analyses, and decision-support materials

Domain

Healthcare/Medical Technology / Sales Operations & Finance

Deliverable

dashboards & analysis

Required skills

Advanced Microsoft Excel, Data analysis and reconciliation, Dashboard development, KPI definition, Business process improvement, Stakeholder partnership, Executive presentation creation

Preferred skills

Salesforce, SAP, Power BI, SharePoint, Healthcare/MedTech domain knowledge, Sales compensation planning, Territory planning, Data governance

Technologies

Microsoft Excel, Salesforce, SAP, Power BI, SharePoint

Responsibilities

Develop and enhance dashboards, KPIs, and executive-level analyses; Analyze sales, financial, and operational data to identify trends and risks; Lead territory alignment, quota planning, and sales compensation support; Manage requests for information, proposals, and security assessments; Partner with cross-functional teams to deliver business solutions; Improve business processes, reporting frameworks, and data controls.

Seniority

Senior, hands-on IC