Associate Sales Operations Analyst

Job Responsibilities

• Collect, clean, and analyze sales data from CRM, ERP, Power BI, and other sources.
• Build and maintain dashboards to track KPIs such as revenue, conversion rates, and pipeline velocity.
• Generate weekly, monthly, and quarterly reports for sales leadership.
• Assist in developing sales forecasts using historical data and predictive models.
• Support performance tracking and branch/channel planning.
• Identify risks and opportunities in sales performance.
• Present findings to senior leadership using clear visualizations and narratives.
• Recommend strategies to improve sales processes, pricing, and customer targeting.
• Support strategic initiatives such as mergers & acquisitions or sales productivity improvements.
• Maintain and improve CRM data quality.
• Auxiliary system enhancements and integrations.
• Assist in training sales team members on data usage and reporting tools.
• Cross-functional collaboration with Sales, Marketing, Finance, and Operations to align data and goals.
• Ensure data integrity across systems and teams.
• Participate in planning meetings and strategy sessions.
• Evaluate the ROI of sales campaigns and promotions.
• Analyze customer behavior and buying patterns.
• Recommend adjustments to improve future campaign performance.
• Monitor industry trends and competitor performance.
• Provide insights on market dynamics, pricing strategies, and customer segmentation.

Job Specific Requirements

• Familiarity with statistical analysis and forecasting techniques.
• Strong proficiency in Excel, Power BI, Tableau, or other data visualization tools.
• Experience with CRM systems (e.g., Salesforce) and ERP platforms.
• Excellent analytical, problem-solving, and communication skills.
• Ability to work independently and manage multiple priorities in a fast-paced environment.
• Advanced Excel skills (e.g., pivot tables, VLOOKUP, macros).

Physical Requirements

• Ability to perform routine office tasks that includes operating a computer for long periods of time, sitting, filing and communicating on the phone.
• Ability to perform all physical functions consistent with travel including sitting in airplanes and driving for long periods of time.
• Must be able to lift, carry, push, pull a maximum of 30 lbs.

Starting Pay Range

This position does not offer visa sponsorship now or in the future.