Sales Operations Analyst

• Build, automate, and maintain reports and dashboards tracking pacing, funnel metrics, trigger and backlog health, SLAs, and rep productivity
• Own weekly forecasting, CFQ closed-won ARR pacing, and probability-weighted pipeline forecasting for business reviews
• Partner with Finance and Analytics on operational reporting and revenue insights
• Own metric definitions and data accuracy
• Identify and prototype AI and automation tools for sales workflows
• Partner with Sales, Biz Tech, Product, and Enablement to embed AI and improve productivity
• Lead AI and automation projects connecting data insights to process improvements
• Analyze workflows and rep performance, recommending process and automation changes
• Evaluate Rules of Engagement requests and compensation exception requests
• Document processes, build playbooks, and drive adoption of tools and workflows
• Support Expansion Sales leadership and representatives with data requests, process issues, and investigations
• Own account and territory administration, routing, coverage, reassignments, and segment reclassification
• Support onboarding and offboarding, roster updates, router mapping, and leave-of-absence processing
• Troubleshoot reporting issues, workflows, CRM data, pipeline visibility, synchronization, and ARR discrepancies
• Collaborate with Sales Leadership, Rev Ops, Finance, Biz Tech, and Product
• Translate sales challenges into business requirements and durable solutions
• Provide updates to managers and senior leadership on timelines, risks, and outcomes

• 5+ years in Sales Operations, Revenue Operations, or a similar analytical GTM role
• Ideally experience in a fast-paced SaaS or fintech environment
• Strong Salesforce proficiency, including data audits, pipeline management, account ownership, routing, reports, and dashboards
• Analytical proficiency with Salesforce reports and dashboards, SQL, Tableau or Looker, and Excel/Google Sheets
• Hands-on experience with forecasting, pipeline management, and territory or quota planning on a recurring cadence
• Comfort evaluating AI and automation tools and prototyping simple workflows
• Excellent written and verbal communication skills
• First-principles problem-solving ability
• Exceptional organization and attention to detail
• Ability to manage multiple projects and recurring workflows while maintaining data quality and operational reliability
• Track record supporting sales teams with competing, fast-changing priorities

Demonstrates expertise in Sales Operations and Revenue Operations with a strong focus on data accuracy, forecasting, and process improvement. Proficient in leveraging AI and automation tools to enhance sales workflows and productivity.

• Salesforce Proficiency
• Forecasting Experience
• Data Analysis with SQL
• AI and Automation Tool Evaluation
• Process Improvement Leadership

• Sales Operations
• Revenue Operations
• Forecasting
• Pipeline Management
• Territory Planning
• Data Audits
• SQL
• Tableau
• Excel
• Google Sheets

• Excellent Communication Skills
• First-Principles Problem-Solving
• Exceptional Organization
• Attention to Detail
• Project Management

• SaaS
• Fintech
• GTM Role
• Operational Reporting
• Revenue Insights

• Salesforce
• Tableau
• Looker
• AI Tools
• Automation Tools