Sales Operations Analyst

Sitting at the operational layer between BI reporting and sales execution, this role turns trusted CRM and sales data into accurate reporting, validated sales lists, campaign-ready files, and clear data-quality feedback loops. The analyst helps sellers, managers, marketing, customer success, and operations teams act on data they can trust — a hands-on, high-impact role and a recognized entry point into revenue strategy.

Responsibilities

• Build and maintain the standard sales reporting suite — pipeline, activity, win rates, forecast accuracy, and territory performance — in Salesforce and Power BI.
• Maintain CRM data integrity by running audits and resolving issues such as mis-staged opportunities, missing fields, duplicate accounts, and conflicting territory ownership.
• Create and validate account and contact lists for prospecting, whitespace, winback, migration, renewal, cross-sell, and campaign motions.
• Translate business requests from Sales, Marketing, Customer Success, and Operations into clear list criteria, filters, exclusions, and repeatable, reusable data logic.
• Validate product ownership, spend, customer status, open-opportunity suppression, territory assignment, and campaign eligibility before lists are distributed.
• Prepare campaign-ready and CRM-ready files with the required identifiers and source-system keys for imports, sales engagement cadences, and marketing activation.
• Turn KPI definitions into consistent operational reporting — one trusted version of each metric — and follow report certification standards.
• Identify and implement process improvements that enhance sales efficiency; reduce duplicate ad hoc requests by documenting standard list types, reusable filters, and definitions.
• Serve as an escalation point for complex reporting, routing, or data issues the frontline sales team can't resolve.
• Identify, document, and route data-quality issues — duplicates, missing IDs, incorrect territory assignment, incomplete product ownership, and source-system mapping gaps — to the right owners.

Requirements

• 2–4 years of experience in sales operations, revenue operations, BI/reporting, or a similar data role; or equivalent education plus relevant experience.
• Bachelor's degree in Business, Finance, Statistics, Economics, or a related field is a plus.
• Hands-on experience with Salesforce (or a comparable CRM) reporting and dashboards.
• Strong Excel skills, including filtering, deduplication, lookups/joins, data cleanup, and preparing import-ready files.
• Comfort with basic SQL for pulling, shaping, validating, and reconciling data.
• Experience with a BI/visualization tool such as Power BI or Tableau.
• Ability to translate ambiguous business requests into clear data criteria, filters, and validation steps.
• Strong attention to detail and a habit of validating numbers, IDs, filters, and list logic before anything reaches Sales or leadership.
• Strong communication skills, with the ability to explain what a number, list, or record set means and where it comes from to both technical and non-technical audiences.
• Familiarity with data-quality concepts (accuracy, completeness, duplication, source-system matching), campaign/data-loader workflows, sales engagement tools, or Snowflake is a plus.

Benefits

• Flexibility & Work-Life Balance: Flex My Way policies support managing personal and professional responsibilities, including caring for family, community involvement, or personal refreshment.
• Career Development and Growth: Grow My Way programming and a skills-first approach provide tools and knowledge for continuous learning and professional advancement.
• Industry Competitive Benefits: Comprehensive benefits including paid leave, two company-wide Mental Health Days off, access to the Headspace app, retirement savings with company match, tuition reimbursement, and employee incentive programs.
• Culture: Globally recognized for inclusion, belonging, flexibility, work-life balance, and values-driven environment (Obsess over our Customers, Compete to Win, Challenge (Y)our Thinking, Act Fast / Learn Fast, Stronger Together).
• Social Impact: Two paid volunteer days off annually, opportunities for pro-bono consulting, and involvement in Environmental, Social, and Governance (ESG) initiatives through the Social Impact Institute.
• Additional Benefits: Optional hospital, accident, sickness, life, and AD&D insurance; Flexible Spending and Health Savings Accounts; fitness reimbursement; Employee Assistance Program; Group Legal Identity Theft Protection; 529 Plan; commuter benefits; Adoption & Surrogacy Assistance; Tuition Reimbursement; Employee Stock Purchase Plan.

Pay

The base compensation range for this role is $58,100 USD - $107,900 USD, positioned within the range based on knowledge, skills, experience, and internal equity. This role may also be eligible for an Annual Bonus based on a combination of enterprise and individual performance.