Sales Operations Analyst

We are seeking a highly analytical and detail-oriented Sales Operations Analyst to support the sales organization at Thomson Reuters (Tax & Accounting) Inc. Sitting at the operational layer between BI reporting and sales execution, this role turns trusted CRM and sales data into accurate reporting, validated sales lists, campaign-ready files, and clear data-quality feedback loops. The analyst helps sellers, managers, marketing, customer success, and operations teams act on data they can trust — a hands‑on, high‑impact role and a recognized entry point into revenue strategy.

• Build and maintain the standard sales reporting suite — pipeline, activity, win rates, forecast accuracy, and territory performance — in Salesforce and Power BI.

• Maintain CRM data integrity by running audits and resolving issues such as mis‑staged opportunities, missing fields, duplicate accounts, and conflicting territory ownership.

• Create and validate account and contact lists for prospecting, whitespace, winback, migration, renewal, cross‑sell, and campaign motions.

• Translate business requests from Sales, Marketing, Customer Success, and Operations into clear list criteria, filters, exclusions, and repeatable, reusable data logic.

• Validate product ownership, spend, customer status, open‑opportunity suppression, territory assignment, and campaign eligibility before lists are distributed.

• Prepare campaign‑ready and CRM‑ready files with the required identifiers and source‑system keys for imports, sales engagement cadences, and marketing activation.

• Turn KPI definitions into consistent operational reporting — one trusted version of each metric — and follow report certification standards.

• Identify and implement process improvements that enhance sales efficiency; reduce duplicate ad hoc requests by documenting standard list types, reusable filters, and definitions.

• Serve as an escalation point for complex reporting, routing, or data issues the frontline sales team can't resolve.

• Identify, document, and route data‑quality issues — duplicates, missing IDs, incorrect territory assignment, incomplete product ownership, and source‑system mapping gaps — to the right owners.

• 2–4 years of experience in sales operations, revenue operations, BI/reporting, or a similar data role; or equivalent education plus relevant experience. Bachelor's degree in Business, Finance, Statistics, Economics, or a related field is a plus.

• Hands‑on experience with Salesforce (or a comparable CRM) reporting and dashboards.

• Strong Excel skills, including filtering, deduplication, lookups/joins, data cleanup, and preparing import‑ready files.

• Comfort with basic SQL for pulling, shaping, validating, and reconciling data.

• Experience with a BI/visualization tool such as Power BI or Tableau.

• Ability to translate ambiguous business requests into clear data criteria, filters, and validation steps.

• Strong attention to detail and a habit of validating numbers, IDs, filters, and list logic before anything reaches Sales or leadership.

• Strong communication skills, with the ability to explain what a number, list, or record set means and where it comes from to both technical and non‑technical audiences.

• Familiarity with data‑quality concepts (accuracy, completeness, duplication, source‑system matching), campaign/data‑loader workflows, sales engagement tools, or Snowflake is a plus.

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• Flexibility & Work-Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our commitment of empowering employees to achieve a better work‑life balance.

• Career Development and Growth: By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow’s challenges and deliver real‑world solutions. Our Grow My Way programming and skills‑first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI‑enabled future.

• Industry Competitive Benefits: We offer comprehensive benefit plans to include paid leave,…