Sales Operations Analyst

Key Responsibilities

• Dashboard Development & Business Intelligence Design, build, and maintain Power BI dashboards and reports used by sales leadership, regional managers, and operations stakeholders
• Translate business questions into analytical solutions — defining data models, DAX measures, and visual layouts that surface actionable insight
• Own the full lifecycle of each BI deliverable: requirements gathering, development, QA, stakeholder review, and ongoing maintenance
• Maintain a data quality scorecard tracking duplicate rates, missing fields, and stale records across key data sources, with periodic reporting to leadership
• Proactively identify opportunities to consolidate, retire, or automate legacy reports that no longer serve a decision-making function
• Support ad hoc analytical requests from sales leadership, providing clean, well-documented outputs with appropriate context and caveats
• Identify, propose, and help implement process improvements for manual or inefficient workflows within the sales operations function
• Serve as a cross-functional liaison between Sales Operations, IT, Finance, and HR for CRM and systems-related requests
• Distribute routine sales reports — pipeline views, territory summaries, account lists, order recaps — so reps and managers have reliable, consistent data without building it themselves
• Own and maintain sales-related email distribution lists and the external-facing salesperson locator, keeping them accurate as the team evolves
• Maintain the Sales Operations SOP library, managing version control and ensuring materials reflect current processes
• Administer the Sales Ops SharePoint environment including content organization and permissions management
• Administer and maintain rep records in the commission platform, ensuring accurate setup ahead of each compensation cycle
• Partner with Sales Operations leadership to flag data discrepancies or configuration issues that could affect payout accuracy

Requirements

• 3–5 years of experience in a sales operations, business intelligence, or analytically-oriented role
• Hands-on Power BI experience including report and dashboard development, DAX measures, and data modeling
• Proficiency in Microsoft Excel: pivot tables, complex formulas, structured data management, and analysis-ready output
• Hands-on experience with a CRM platform (Microsoft Dynamics preferred; Salesforce or HubSpot also considered) including user administration
• Comfort with data quality concepts e.g. duplicate records, missing fields, metric tie-outs
• Organized and self-directed; able to manage multiple recurring workflows and project deliverables without close supervision
• Clear communicator who can translate analytical outputs for non-technical stakeholders across Sales, Finance, and IT

Nice to Have

• Experience with SAP, Snowflake, IBM Cognos, or similar enterprise ERP and reporting environments
• Familiarity with Power Automate or similar workflow automation tools
• Exposure to commission or incentive compensation platforms (Spiff, CaptivateIQ, Xactly, or similar)
• Experience with Microsoft 365 admin tools and SharePoint site administration
• Familiarity with AI-assisted analytics tools or a demonstrated interest in applying emerging tools to analytical workflows