Sales Operations Analyst - SQL, Power BI, Salesforce
Listed on 2026-02-16
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Sales
Sales Analyst, Business Development -
Business
Sales Analyst, Business Development
Overview
Acquire, analyze and report on client data and information. Will collaborate with other team members, such as Business Analysts, Subject Matter Experts, etc., to aid in gathering, interpreting and reporting pertinent information to the client. Will work with in Salesforce CRM with heavy SQL and Power BI skills needed. Should have a background in sales or revenue operations.
Duties and Responsibilities Data Analysis and ReportingIn this role, you will be responsible for collecting and analyzing large datasets to identify trends, patterns, and areas for improvement. Your tasks may include:
- Collecting and analyzing sales data from various sources, such as CRM systems, marketing automation tools, and customer feedback platforms.
- Creating comprehensive reports on sales performance, including metrics such as revenue growth, win rates, and sales cycle length.
- Identifying trends and patterns in sales data to inform business decisions and drive growth.
- Presenting findings to stakeholders, including sales leaders, product managers, and executives, to drive data-driven decision making.
Your responsibilities will include developing accurate sales forecasts, analyzing historical data and market trends, and adjusting forecasts based on new information. Your tasks may include:
- Developing accurate sales forecasts using historical data, market trends, and business intelligence.
- Analyzing historical sales data to identify patterns and trends that inform forecasting models.
- Adjusting forecasts based on new information, such as changes in market conditions or sales strategies.
- Communicating forecasts to leadership and other stakeholders to inform business decisions.
You will be responsible for maintaining and optimizing CRM systems to ensure data accuracy, completeness, and usability. Your tasks may include:
- Maintaining and updating CRM systems to ensure data accuracy and completeness.
- Ensuring data integrity and security, and performing regular audits to identify areas for improvement.
Your responsibilities will include designing and optimizing sales territories, setting and adjusting sales quotas, and analyzing territory and quota performance. Your tasks may include:
- Designing and optimizing sales territories to maximize revenue potential and minimize overlap.
- Setting and adjusting sales quotas based on business goals, market conditions, and sales performance.
- Analyzing territory and quota performance to identify areas for improvement and optimize resource allocation.
- Recommending changes to territory and quota structures to drive business growth and improved sales performance.
To succeed as a Sales Operations Analyst, you ll need to be proficient in the following technical skills:
- Data analysis tools: Excel, SQL, Power
BI, and other data visualization tools are essential for data analysis and reporting. - CRM systems: Experience with CRM systems like Salesforce, Hub Spot, or Microsoft Dynamics 365 is crucial for managing and maintaining sales data.
- Sales automation tools: Familiarity with sales automation tools like Outreach, Sales Loft, or Zoom Info can help you streamline sales processes.
- Basic programming skills: Knowledge of programming languages like Python, R, or SQL can help you perform advanced data analysis and automation tasks.
- Problem-solving: You should be able to identify problems, analyze data, and develop solutions to improve sales performance.
- Data interpretation and visualization: You ll need to be able to interpret complex data, identify patterns, and present findings in a clear and concise manner.
- Critical thinking and pattern recognition: You should be able to analyze data, identify trends, and develop insights that inform business decisions.
- Actionable insights: You ll need to be able to translate data into actionable recommendations that drive sales growth and improvement.
Solid understanding of business concepts, including:
- Sales processes and metrics: You should be familiar with sales metrics, such as conversion rates, sales cycles, and revenue targets.
- Industry trends and best practices: Stayi…
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