Sales Operations Analyst

 

Salary Range $70k-$80k

 

POSITION TITLE:                                 Sales Operations Analyst

 

POSITION REPORTS TO:                     VP of Commercial Strategy & Operations

 

DUTIES AND RESPONSIBILITIES
1.

Own and deliver the monthly Mechanical Sales Forecast, analyzing historical trends, pipeline data, and market conditions to provide accurate revenue predictions.
2.

Produce weekly and monthly Sales Out Analysis reports, tracking product movement through distribution channels and identifying trends in customer purchasing patterns.
3.

Generate weekly Funnel Reporting to monitor pipeline health, conversion rates, and sales velocity across all stages of the sales process.
4.

Compile monthly Lead and Marketing Reporting, measuring campaign effectiveness, lead quality, and conversion metrics to optimize marketing investments.
5.

Calculate monthly Sales Compensation for the entire sales organization, ensuring accurate commission calculations based on complex plan structures and accelerators.
6.

Conduct monthly Support Case Analysis to identify product issues, customer satisfaction trends, and opportunities for proactive account management.
7.

Execute monthly Account Product Updates in Salesforce, maintaining accurate records of customer product portfolios and adoption rates.
8.

Complete monthly Financial Actual Updates to opportunities, reconciling closed deals with actual revenue recognition and maintaining forecast accuracy.
9.

Respond to ad hoc analysis requests from sales leadership, providing data-driven insights to support strategic decisions and territory planning.
10.

Maintain data integrity across Salesforce and other systems, identifying and resolving data quality issues that impact reporting accuracy.
11.

Develop and improve reporting processes to increase efficiency and insight quality over time.
12.

Collaborate with channel partners and distributors to gather sales data and maintain visibility into two-tier distribution activities.

 

DESIRED QUALIFICATIONS:
1.

Advanced Excel skills including pivot tables, VLOOKUP, complex formulas, and data modeling; ability to manipulate large datasets efficiently.
2.

0-2 years of experience in sales operations, business analysis, or data analytics, preferably in B2B technology or distribution environments.
3.

Strong analytical mindset with ability to identify trends, anomalies, and actionable insights from complex data.
4.

Experience with CRM systems (Salesforce preferred) and comfort learning new technology platforms.
5.

Detail-oriented with high accuracy standards, particularly for compensation calculations and financial reporting.
6.

Excellent time management skills to maintain multiple recurring reports while accommodating urgent requests.
7.

Strong written and verbal communication skills to present findings to sales leadership and cross-functional te...