Sales Operations and Analytics Associate

Remote, United States

Job Summary:

The Sales Operations & Analytics Associate provides analytical, systems and operational support to the Business Development and wider Commercial organization. The role is responsible for developing dashboards and performance reporting, supporting pipeline and forecasting processes, and improving the commercial workflows that underscore effective decision‑making.

Working closely with Business Development, Commercial Leadership, Finance, Marketing and other cross‑functional stakeholders, the role translates commercial data into clear, actionable insight. It also helps ensure that Salesforce processes, reporting definitions and data standards are applied consistently across the organization.

The successful candidate will combine strong analytical capability with practical Salesforce experience, attention to detail and a continuous‑improvement mindset. They will be comfortable investigating data issues, developing reporting solutions, documenting processes and supporting commercial users in maintaining complete, accurate and timely information.

Main Responsibilities:

1). Commercial Analytics & Reporting

• Develop and maintain dashboards, KPI scorecards and commercial reporting for Business Development and Leadership.
• Analyze pipeline, forecasting, bookings, conversions and performance trends to provide actionable business insights.
• Deliver recurring and ad hoc reporting that supports strategic decision‑making.
• Identify risks, opportunities and performance gaps through data analysis.
• Utilize Salesforce, Excel, Power BI and other BI tools to improve reporting and visibility.
• Serve as a key Salesforce resource supporting Business Development and Commercial teams.
• Develop and maintain Salesforce reports, dashboards, workflows and system enhancements.
• Gather business requirements and translate them into scalable CRM solutions.
• Support CRM projects including testing, integrations, user administration and data migrations.

3). Data Governance & Quality

• Maintain CRM data standards, governance processes and quality controls.
• Conduct data audits, validation reviews and remediation activities to improve data integrity.
• Partner with stakeholders to resolve data issues and improve reporting accuracy.
• Implement controls, automation and process improvements that reduce recurring data‑quality issues.

4). Pipeline, Forecasting & Commercial Operations

• Support pipeline management, forecasting and commercial performance reviews.
• Monitor opportunity movement, ageing, conversion and forecast accuracy.
• Prepare analysis and reporting for leadership reviews and commercial meetings.
• Identify bottlenecks, risks and inconsistencies affecting forecast reliability.
• Support account planning, territory management and commercial prioritization activities.

5). Process Improvement & Cross‑Functional Support

• Lead initiatives that improve commercial processes, reporting efficiency and operational effectiveness.
• Document workflows, SOPs and best practices while maintaining process governance.
• Evaluate and implement automation opportunities that reduce manual effort.
• 5+ Years experience in Sales Operations, Revenue Operations, Commercial Operations, CRM Administration, Business Analytics or a related function.
• Hands‑on experience supporting Salesforce and commercial reporting processes.
• Experience developing dashboards, reports and performance metrics for business stakeholders.
• Strong analytical skills with the ability to interpret data and provide actionable insights.
• Understanding of CRM data governance, data quality standards and process compliance.
• Experience supporting pipeline management, forecasting and commercial performance reviews.
• Strong Microsoft Excel skills; experience with…