Sales Operations Analyst (Remote)

Posted 11 Days Ago
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Hiring Remotely in Boston, MA
In-Office or Remote
Senior level
Artificial Intelligence • Computer Vision • Insurance • Real Estate • Software
The Role
Support and scale sales systems, deal desk, and quote-to-cash processes. Structure and review complex deals, enforce pricing and compliance, drive process automation, deliver deal performance insights, and collaborate with Sales, Finance, Legal, Product, and Customer Success to enable revenue operations.
Summary Generated by Built In

Sales Operations Analyst (Remote)

About the role:

We are seeking a strategic, detail-oriented Sales Operations Analyst to join our growing Revenue Operations team. ZestyAI is looking for a Sales Operations Analyst to play a critical role in scaling systems, processes and policies for the organization. This role will partner with senior leaders across ZestyAI’s go-to-market teams to design, build and run critical business capabilities for our world-class sales organization. This role also focus on deal support, serving as a critical partner to our sales organization by ensuring complex deals are structured, reviewed, and processed efficiently and in alignment with company policies and goals. This is a high-impact role that requires cross-functional collaboration with Sales, Finance, Legal, Product, and Customer Success. The ideal candidate has a strong background in sales operations, pricing strategy, and deal desk functions, with excellent communication and problem-solving skills.

Key Responsibilities:

  • Deal Desk
    • Partner with Account Executives, Sales Leadership, and other internal stakeholders to support and guide complex deal proposals, structuring, pricing, and commercial terms.
  • Sales Support & Enablement
    • Act as the go-to expert for deal related queries.
    • Provide timely support to ensure the sales cycle progresses efficiently and effectively.
  • Process Optimization/Automation
    • Identify and drive improvements in deal review workflows, approval processes, and sales tools to reduce friction and increase velocity.
  • Policy Enforcement & Compliance
    • Ensure deals adhere to internal pricing guidelines, legal standards, and financial policies.
    • Work closely with Legal and Finance to manage exceptions and escalate appropriately.
  • Quote-to-Cash Oversight Support
    • Accurate and timely quote/opportunity generation, order forms, and other documentation throughout the sales process.
    • Accurate and timeline NDA and master ordering agreement drafting, including support through the contract process.
  • Reporting & Insights
    • Deliver actionable insights on deal performance, discounting trends, approval cycle times, and process bottlenecks to sales leadership.
  • Cross-Functional Collaboration
    • Work with Product, Marketing, and Customer Success to ensure deal strategies align with customer needs, product capabilities, and company goals

Qualifications -- To be successful in this role you have:

  • Experience in leveraging or critically thinking about how to integrate AI into work processes, decision-making, or problem-solving. This may include using AI-powered tools, automating workflows, analyzing AI-driven insights, or exploring AI's potential impact on the function or industry.
  • 5-8 years of experience in Sales Operations, Deal Desk, or Revenue Operations, preferably in a SaaS or B2B tech environment. Experience supporting Enterprise or Strategic Sales teams.
  • Strong understanding of sales cycles, deal structuring, pricing models, and revenue recognition principles.
  • Familiarity with Salesforce.
  • Exceptional attention to detail and strong analytical thinking.
  • Ability to thrive in a fast-paced, cross-functional environment.
  • Excellent written and verbal communication skills.
  • Desired: Bachelor's degree, MBA or similar advanced degree.

A day in the life:

Note, this is primarily a field-facing role.

  • Salesforce hygiene (CQ and NQ reporting)
  • Sync with each sales rep on next steps in pipeline deals
  • Contract management (manage NDA and eval/order form drafting and initial intake)
  • Create sales enablement (salesforce enablement, process enablement – drafting docs, finding agreements)
  • Proposal management (work with sales to create pricing proposals and streamline our proposal decks)

Top Skills

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The Company
San Francisco, California
63 Employees

What We Do

ZestyAI offers insurers and real estate companies access to precise intelligence about every property in North America. The company uses AI, including computer vision, to provide a constantly updated database of 200 billion property insights accounting for every detail that could impact a property’s value and associated risks, including the potential impact of natural disasters. Visit https://zesty.ai for more information

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