Sales Operations Analyst

Salesforce Support & Optimization

Serve as the first point of contact for Salesforce Revenue Cloud requests across Direct, Channel, Educational, and Compliance Sales teams.
Build and maintain scalable reports and dashboards aligned to Mastercam pipeline and forecast tracking standards.
Troubleshoot data integrity issues across opportunities, accounts, and quoting workflows, partnering with Digital Systems as needed.
Continuously improve workflows and data quality to support accurate reporting and downstream financial alignment.

Reporting & Analytics

Develop and maintain Salesforce and Power BI dashboards supporting pipeline visibility, forecast accuracy, and executive KPI reporting.
Deliver actionable insights on bookings, pipeline health, forecast gaps, and performance trends across global sales teams.
Implement and enforce standardized reporting definitions (pipeline, forecast, revenue, etc.) to ensure alignment across Sales, Finance, and Operations.
Support recurring reporting cadences (weekly pipeline calls, forecast reviews, leadership updates) with reliable, consistent data.

Sales & IT Liaison

Translate business requirements from Sales Ops, Commercial leadership, and Channel teams into clear technical specifications for Digital Systems.
Partner closely with Digital Systems on Salesforce enhancements, prioritization, and release planning related to Revenue Cloud.
Triage, prioritize, and escalate complex system or reporting requests while balancing cross-functional dependencies.

Process Improvement

Identify inefficiencies across quoting, order flow, and reporting processes, then implement related automation and system-driven solutions.
Reduce manual effort through improved Salesforce configuration, validation rules, and workflow automation.
Support ongoing optimization of Salesforce Revenue Cloud post-launch to improve usability and adoption.

User Enablement

Enable sales users in Salesforce, specifically reporting tools and standardized processes (opportunity management, forecasting, quoting)
Develop and maintain clear SOPs, job aids, and documentation aligned to Sales Ops standards.
Enable self-service reporting by designing intuitive dashboards and educating users on how to interpret key metrics.

Talents We’re Seeking

• Educational & Experience: Bachelor's degree in Information Systems, Computer Science, Data Analytics, or a related field preferred. Equivalent combination of education and relevant work experience will be considered. 3–5+ years of Sales Operations, CRM Administration, Business Systems, Reporting, or related experience.
• Skills: Advanced Salesforce reporting and dashboard experience, Power BI dashboard development and data visualization experience, Experience gathering business requirements and translating them into system enhancements.

Required Skills

• Understanding of sales processes, forecasting, pipeline management, and CRM best practices.
• Effective communication with both business users and technical teams.
• Proven time management skills and a track record of supporting others in a team environment.
• Well-organized, attention to detail, and able to multitask.
• Problem-solving and analysis skills.

Preferred Skills

• Salesforce certifications such as: Salesforce Administrator, Salesforce Advanced Administrator, Salesforce Business Analyst.
• Experience with Power BI data modeling and DAX.
• Experience with ERP systems such as NetSuite.
• Experience supporting global sales organizations.