Sales Operations Sr Analyst
Listed on 2026-11-05
-
Business
Business Intelligence, Sales Analyst, CRM Systems & Management, Business Analyst
Position Title:
Senior Sales Operations Analyst
Department:
Revenue Operations
Reports To:
VP, Revenue Operations
Location:
US Remote
We are seeking a highly analytical and detail-oriented Sr. Sales Operations Analyst to join our team. This role is pivotal in driving data‑informed decisions across our sales organization. The ideal candidate will have a strong background in data analysis, advanced Excel skills, and hands‑on experience with Salesforce. Experience in the payments, insurance, or SaaS industry is highly desirable.
Candidate will work closely with Sales, Relationship Management, Finance and Business Intelligence teams to uncover insights, optimize performance, and support strategic initiatives.
Key Responsibilities- Analyze sales and relationship management performance data to identify trends, opportunities, and areas for improvement.
- Build and maintain dashboards and reports in Excel and Salesforce to support sales leadership.
- Collaborate with cross‑functional teams to define KPIs and track progress against goals.
- Provide actionable insights to improve pipeline management, forecasting accuracy, and territory planning.
- Monitor and report on lead conversion rates, win/loss ratios, and sales cycle metrics.
- Assist in quota setting, territory alignment, and incentive modeling using historical performance data.
- Support ad‑hoc analysis requests and deliver clear, concise findings to stakeholders.
- Ensure data integrity and consistency across CRM and reporting platforms.
- Bachelor’s degree in Business, Data Analytics, Economics, or a related field.
- 5‑6 years of experience in a data analytics role, preferably within a sales or revenue operations environment.
- Advanced proficiency in Microsoft Excel (pivot tables, complex formulas, data visualization).
- Hands‑on experience with Salesforce (reporting, dashboards, data extraction).
- Strong analytical thinking and problem‑solving skills.
- Excellent communication skills with the ability to translate data into business insights.
- Experience with Tableau, PowerBI, SQL for data manipulation and analysis.
- Knowledge of R or Python and additional analytics tools.
- Familiarity with other CRM platforms or tools (Hub Spot, Clari).
- Action Oriented, Growth Mindset, Positive Outlook, Problem Solver, Self‑starter, Demonstrates Ethical Behavior, Strong Drive, Team Player, Supportive & Adaptable to Change, Commitment to Personal & Professional Development.
The conditions herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
Standard indoor office setting; exposure to computer screens.
Requires repetitive motion. Substantial movements of the wrists, hands, and/or fingers. Sufficient mobility to work in an office setting; stand or sit for prolonged periods of time; operate office equipment including keyboard, mouse, scanner, and other tools as needed.
See normal vision range with or without correction; vision sufficient to read computer screens and printed documents.
Ability to hear in the normal audio range with or without corrections.
One Inc is an equal opportunity employer and complies with all EEOC legislation in each jurisdiction it operates in.
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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