Senior Sales Operations Reporting & Insights Analyst; Remote

ez Cater is the #1 food tech platform for workplaces in the US. The company makes it easy for any organization to manage its food needs and order from over 125,000 restaurants nationwide. For workplaces, ez Cater provides flexible and scalable solutions for everything from employee meal programs to one-off meetings, all backed by beyond helpful 24/7 service and business-grade reliability.

For restaurant partners, ez Cater helps grow their business by bringing them new high-value customers and large orders.

The Senior Sales Operations Reporting & Insights Analyst is a key member of the Sales Operations team, responsible for driving accuracy, consistency, and insight in sales reporting across teams and internal systems. This role combines strong analytical skills with a deep understanding of sales KPIs, territory and account design, and sales compensation.

You will own and improve core sales reporting, operationalize account and territory assignments, and provide actionable insights to stakeholders across Sales, Finance, and Marketing. You will also partner closely with our CRM administration and Analytics/FP&A teams to ensure our data, dashboards, and compensation-related reporting are reliable and scalable.

• Analyze sales performance data to identify trends, forecast outcomes, and surface actionable insights for Sales, Finance, and leadership.
• Design, build, and maintain sales dashboards and reports for reps, managers, and executives (e.g., bookings, pipeline, attainment, productivity).
• Own and operationalize account and territory assignments, including rules of engagement and book-of-business changes, ensuring data integrity and fairness across the sales organization.
• Support annual and in-year sales planning, including quotas, territory changes, and goal-setting inputs.
• Partner with FP&A and Analytics to build data models, SQL transformations, and commission-related datasets.
• Collaborate with the CRM administration team (Salesforce, Hub Spot) to translate business requirements into data structures, fields, and workflows; monitor and improve data quality.
• Assist in sales forecasting by providing clean data sets, scenario analysis, and clear views of trends vs. targets.
• Monitor key sales KPIs (conversion, pipeline coverage, win rates, productivity, attainment, etc.) and identify opportunities to improve performance and process efficiency.
• Troubleshoot and improve data connectors, ETL logic, and BI assets (e.g., Sigma/Tableau dashboards and underlying models) in partnership with Analytics/Data teams.
• Prepare clear, executive-ready presentations and summaries that translate complex analyses into concise recommendations for senior leadership.
• Build strong cross‑functional partnerships with Sales, Finance, Marketing, and other GTM teams to ensure alignment on definitions, reports, and operating rhythms.

• 5+ years of experience in Sales Operations, Revenue Operations, data analysis, or a closely related role.
• Strong analytical and problem‑solving skills; comfortable working with large, complex data sets and ambiguous problems.
• Proficiency with CRM platforms (Salesforce required; Hub Spot a plus), including reporting and basic configuration concepts.
• Proficiency with SQL for querying and validating data across multiple sources.
• Experience with business intelligence / data visualization tools (e.g., Sigma, Tableau, Power BI); able to build and iterate on dashboards and reports.
• Solid understanding of sales processes and sales performance metrics, including territory or book-of-business design, pipeline and forecasting metrics, and sales compensation concepts.
• High attention to detail with a strong bias toward data quality, governance, and reproducible reporting.
• Excellent communication skills, with the ability to translate technical or analytical findings into clear, business‑focused narratives.
• Proven ability to manage multiple priorities and stakeholders in a fast‑paced, cross‑functional environment.
• Experience working closely with FP&A, Analytics, and/or Data teams on shared models, dashboards, and financial reporting is strongly preferred.
• Ability to travel up to 5 days per quarter for…