The Role
The Sales Operations & Strategy Analyst role involves analyzing sales data, generating reports, maintaining CRM data integrity, collaborating with teams, and supporting strategic planning processes.
Summary Generated by Built In
We are looking for a Sales Operations & Strategy Analyst to join our high-impact Sales Operations team. This role is ideal for a strategic thinker and data-driven professional who thrives in fast-paced environments and is passionate about optimizing sales performance. You’ll play a pivotal role in driving insights, enabling decision-making, and supporting the growth of our global sales organization.
Key Responsibilities
Key Responsibilities
- Analyze sales data to generate insights on pipeline health, conversion rates, quota attainment, and revenue trends
- Create reports for the sales team in a timely manner, generate leaderboard metrics
- Work on data cleanliness within our CRM, identify key issues within the data and plans
- to remediate
- Assist with commissions data at month end, work with commissions teams on any discrepancies in data
- Work with our Channel Operations team on resolving deal registrations, assist with data cleanup and basic channel reporting.
- Help resolve deal registrations issues; check for partner qualifications
- Support annual and quarterly planning processes, including territory design, quota setting, and headcount planning
- Collaborate cross-functionally with Marketing, Finance, Revenue Operations, and GTM
- Strategy to align initiatives and deliver accurate forecasting
- Assist in sales tool evaluation, implementation, and optimization
- Provide ad hoc analysis and strategic support for executive-level presentations
- Bachelor’s degree in Business, Finance, Economics, or a related field; MBA or similar a plus but not required
- 2–5 years of experience in Sales Operations or Business Operations within software/SaaS companies
- Strong analytical and problem-solving skills with experience working in Excel/Google Sheets and Salesforce
- Experience and familiarity with tools like Clari, and BI tools (e.g., Looker, Tableau) would be a great advantage
- Experience with Channel Deal registration tools such as Impartner
- Proven ability to translate complex data into actionable insights for non-technical audiences
- Strong project management and organizational skills with attention to detail
- Excellent communication skills and a collaborative mindset
- Experience collaborating with cross-functional teams, as well as administrative experience using sales productivity and forecasting tools such as Gong
- Be part of a high-growth, industry-disrupting cybersecurity company
- Work with a smart, passionate, and collaborative team
- Competitive compensation, equity, and benefits
- Flexible work environment and remote-friendly culture
Skills Required
- Bachelor's degree in Business, Finance, Economics, or a related field; MBA is a plus
- 2-5 years of experience in Sales Operations or Business Operations within software/SaaS companies
- Strong analytical and problem-solving skills with experience in Excel/Google Sheets and Salesforce
- Experience with tools like Clari and BI tools (Looker, Tableau)
- Experience with Channel Deal registration tools such as Impartner
- Proven ability to translate complex data into actionable insights for non-technical audiences
- Strong project management and organizational skills with attention to detail
- Excellent communication skills and a collaborative mindset
- Experience collaborating with cross-functional teams, and using sales productivity and forecasting tools such as Gong
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The Company
What We Do
Genfinity Philippines, Inc. is a consulting firm focused on enabling excellence in the Philippines' allied health workforce and assisting companies in capitalizing on opportunities within the Philippine BPM support industry.
