Senior Sales Operations Reporting & Insights Analyst (Remote)

What You'll Do

• Analyze sales performance data to identify trends, forecast outcomes, and surface actionable insights for Sales, Finance, and leadership.
• Design, build, and maintain sales dashboards and reports for reps, managers, and executives (e.g., bookings, pipeline, attainment, productivity).
• Own and operationalize account and territory assignments, including rules of engagement and book-of-business changes, ensuring data integrity and fairness across the sales organization.
• Support annual and in-year sales planning, including quotas, territory changes, and goal-setting inputs.
• Partner with FP&A and Analytics to build data models, SQL transformations, and commission-related datasets.
• Collaborate with the CRM administration team (Salesforce, HubSpot) to translate business requirements into data structures, fields, and workflows; monitor and improve data quality.
• Assist in sales forecasting by providing clean data sets, scenario analysis, and clear views of trends vs. targets.
• Monitor key sales KPIs (conversion, pipeline coverage, win rates, productivity, attainment, etc.) and identify opportunities to improve performance and process efficiency.
• Troubleshoot and improve data connectors, ETL logic, and BI assets (e.g., Sigma/Tableau dashboards and underlying models) in partnership with Analytics/Data teams.
• Prepare clear, executive-ready presentations and summaries that translate complex analyses into concise recommendations for senior leadership.
• Build strong cross-functional partnerships with Sales, Finance, Marketing, and other GTM teams to ensure alignment on definitions, reports, and operating rhythms.

What You Have:

• 5+ years of experience in Sales Operations, Revenue Operations, data analysis, or a closely related role.
• Strong analytical and problem-solving skills; comfortable working with large, complex data sets and ambiguous problems.
• Proficiency with CRM platforms (Salesforce required; HubSpot a plus), including reporting and basic configuration concepts.
• Proficiency with SQL for querying and validating data across multiple sources.
• Experience with business intelligence / data visualization tools (e.g., Sigma, Tableau, Power BI); able to build and iterate on dashboards and reports.
• Solid understanding of sales processes and sales performance metrics, including territory or book-of-business design, pipeline and forecasting metrics, and sales compensation concepts.
• High attention to detail with a strong bias toward data quality, governance, and reproducible reporting.
• Excellent communication skills, with the ability to translate technical or analytical findings into clear, business-focused narratives.
• Proven ability to manage multiple priorities and stakeholders in a fast-paced, cross-functional environment.
• Experience working closely with FP&A, Analytics, and/or Data teams on shared models, dashboards, and financial reporting is strongly preferred.
• Ability to travel up to 5 days per quarter for Together Weeks, team gatherings and other events, when applicable.