Sales Operations & Planning Senior Analyst

Sales Operations & Planning Senior Analyst
About Us

We are a pre-IPO company backed by a distinguished group of strategic partners and some of the world's most influential climate tech funds. With strong traction in shipments and several major customer wins, the market now recognizes the value of our technology and the impact it will have on the future of the industry.

We have built a world-class R&D organization, developed an extensive patent portfolio, and assembled a strong leadership team that is scaling the company across all functions. Our headquarters are located in Austin, TX, and we operate a state-of-the-art manufacturing facility in Saltillo, Mexico, with significant room for expansion.

End customers are increasingly willing to pay a premium for solutions featuring "Infinitum Inside." Our OEM partners leverage this differentiation to achieve higher close rates and stronger margins.

We believe we have crossed the chasm-bringing breakthrough technology into a traditionally conservative sector. We are now scaling our go-to-market team and seeking team members who are passionate about growth, eager to learn, and ready to help build the next phase of our commercial engine.

The Role

We are seeking a highly analytical, execution-focused Sales Operations & Planning Senior Analyst to serve as the backbone of our commercial planning engine.

Modeled after best-in-class industrial organizations, this role owns forecasting accuracy, demand roll-ups, price mapping, and the operational rigor that connects Sales, Supply Chain, Manufacturing, and Finance.

This position requires someone who is equally comfortable working deep in the data and communicating insights clearly and concisely. The ideal candidate understands tactical constraints while building scalable planning frameworks that support rapid growth. This individual demonstrates strong ownership, builds while executing, and confidently holds cross-functional teams accountable to data, timelines, and commitments.
Key Responsibilities
Sales Pipeline & CRM Management

• Own the accuracy, integrity, and day-to-day hygiene of the sales pipeline within CRM
• Ensure opportunities are well-defined, properly staged, and supported by clear assumptions
• Enforce CRM standards, definitions, and operating discipline across the sales organization
• Identify breakdowns in pipeline quality, forecasting behavior, or process adherence and drive corrective actions

Forecasting & Demand Planning

• Own the weekly, monthly, and quarterly forecasting cadence across products, customers, and regions
• Partner directly with Regional Sales Managers to validate deal timing, probabilities, risks, and next steps
• Translate pipeline activity into reliable demand signals that support revenue planning, capacity alignment, and cross-functional execution
• Perform Forecast vs. Actuals analysis, identify root causes of variance, and incorporate learnings into future planning assumptions

Reporting & Performance Analytics

• Develop and maintain core GTM performance metrics, including:
  • Pipeline coverage
  • Conversion rates
  • Sales velocity
  • Win/loss trends
  • Forecast accuracy
• Build and maintain dashboards and executive-ready reporting that clearly highlight revenue risk, upside, and pipeline health
• Support pricing analysis, deal-level analytics, and commercial insights as needed
• Proactively surface risks, trends, and gaps in the commercial planning process and drive data-backed recommendations

Cross-Functional Partnership

• Partner with Finance, Operations, Supply Chain, and Manufacturing to align demand, capacity, and execution
• Support consensus forecasting and executive alignment processes
• Act as a connective tissue across commercial and operational teams

Must-Have Qualifications

• 2-5+ years of experience in Sales Operations, Revenue Operations, or Sales Analytics supporting field sales teams
• Direct ownership of sales pipeline management, forecasting, and CRM data quality
• Strong analytical skills with the ability to convert incomplete or messy inputs into reliable insights
• Experience working directly with sales leaders and constructively challenging assumptions using data
• Hands-on experience with CRM systems (ideally Salesforce), analytics tools, and dashboard/reporting platforms
• High ownership mindset with strong attention to detail
• Ability to operate effectively in a fast-scaling environment
• Strong communication skills, including presenting pipeline health, risks, and forecasts to executive leadership
• Experience partnering cross-functionally with Finance and Operations to align demand and revenue planning

Preferred Experience

• Background in manufacturing, industrial, hardware, or technical product environments
• Direct ownership of forecasting, demand planning, pricing, or revenue planning functions
• Experience building or formalizing sales operations processes in high-growth organizations
• Experience with consensus forecasting and executive-level planning cycles
• Hands-on experience with demand planning systems such as SAP IBP, Oracle Demantra, Anaplan, or similar…