Analyst - Sales Operations

Responsibilities

• Monitor and manage sales pipeline health by tracking deal progression, pipeline coverage, and conversion rates, proactively identifying risks, bottlenecks, and gaps that may impact revenue outcomes  

• Support sales execution and deal progression by providing timely insights to sales managers on at-risk opportunities, pipeline movement, and areas requiring attention during pipeline reviews and inspection cadences  

• Drive adoption and effective use of sales tools and systems by reinforcing CRM usage, supporting reporting needs, and acting as a resource for sales teams on data, dashboards, and workflows  

• Enhance sales performance reporting and dashboards, delivering clear visibility into pipeline metrics, bookings performance, and sales activity to support day-to-day decision-making  

• Analyze sales data and revenue intelligence platform insights to identify trends, risks, and opportunities, translating findings into actionable recommendations for sales managers and leadership  

• Leverage revenue intelligence tools to track deal risk signals, pipeline trends, and forecast indicators, supporting sales teams in improving deal outcomes and pipeline quality  

• Support forecasting processes by ensuring data accuracy, maintaining consistent pipeline inputs, and providing analysis to improve visibility into forecast risks and opportunities  

• Identify and implement process improvements that enhance sales efficiency, reduce manual work, and streamline reporting and operational workflows  

• Utilize AI tools (e.g., ChatGPT) to improve reporting efficiency, summarize insights, and support sales productivity through faster and more scalable analysis  

• Assist in onboarding and training sales team members on CRM usage, reporting tools, and sales processes, ensuring consistent adoption and understanding across the organization  

• Collaborate with cross-functional stakeholders, including Revenue Operations, Finance, and Marketing, to support alignment on reporting, data definitions, and operational processes 

Requirements

• 3–5 years of experience in Sales Operations, Revenue Operations, Sales Analytics, or a related business or data-focused role  

• Strong analytical capabilities, with advanced proficiency in Microsoft Excel (e.g., pivot tables, formulas, data analysis) and working knowledge of SQL for querying and analyzing data  

• Hands-on experience with CRM systems (such as Zoho, Salesforce, or HubSpot), including opportunity management, reporting, and maintaining data quality and pipeline accuracy  

• Experience building and maintaining reports or dashboards using BI tools (e.g., Power BI, Tableau, Looker, or similar platforms) to support sales performance tracking  

• Solid understanding of sales processes and pipeline management, including opportunity lifecycle stages, conversion metrics, and pipeline inspection practices  

• Familiarity with SaaS business models and metrics, including pipeline coverage, bookings, and basic forecasting concepts  

• Experience working with revenue intelligence or analytics platforms, or the ability to quickly learn and leverage such tools  

• Ability to interpret data and translate insights into clear, actionable recommendations that support sales teams in improving performance and execution  

• Strong attention to detail and organizational skills, with the ability to manage multiple priorities and maintain high levels of accuracy in a fast-paced environment  

• Effective communication and interpersonal skills, with the ability to collaborate closely with sales teams and cross-functional stakeholders  

• Experience or interest in leveraging AI tools (e.g., ChatGPT) to enhance productivity, streamline analysis, and improve reporting workflows  

• Bachelor’s degree in business, Finance, Economics, Data Analytics, or a related field (or equivalent practical experience)