Sales Operations Analyst, Systems & Reporting

Your Role at a Glance

The Sales Operations Analyst, Systems & Reporting serves as the critical link between the direct sales organization and Digital Systems (IT/Power BI/Salesforce administration) teams. This role translates business needs into actionable system solutions, delivers insights through reporting, and handles day-to-day Salesforce and other data requests. This role reduces the sales department's reliance on Digital Systems and enables them to focus on strategic initiatives.

• Serve as the first point of contact for Salesforce Revenue Cloud requests across Direct, Channel, Educational, and Compliance Sales teams
• Build and maintain scalable reports and dashboards aligned with Mastercam pipeline and forecast tracking standards
• Troubleshoot data integrity issues across opportunities, accounts, and quoting workflows, partnering with Digital Systems as needed
• Continuously improve workflows and data quality to support accurate reporting and downstream financial alignment

• Develop and maintain Salesforce and Power BI dashboards supporting pipeline visibility, forecast accuracy, and executive KPI reporting
• Deliver actionable insights on bookings, pipeline health, forecast gaps, and performance trends across global sales teams
• Implement and enforce standardized reporting definitions (pipeline, forecast, revenue, etc.) to ensure alignment across Sales, Finance, and Operations
• Support recurring reporting cadences (weekly pipeline calls, forecast reviews, leadership updates) with reliable, consistent data

• Translate business requirements from Sales Ops, Commercial leadership, and Channel teams into clear technical specifications for Digital Systems
• Partner closely with Digital Systems on Salesforce enhancements, prioritization, and release planning related to Revenue Cloud
• Triage, prioritize, and esc‑alate complex system or reporting requests while balancing cross‑functional dependencies

• Identify inefficiencies across quoting, order flow, and reporting processes, then implement related automation and system‑driven solutions
• Reduce manual effort through improved Salesforce configuration, validation rules, and workflow automation
• Support ongoing optimization of Salesforce Revenue Cloud post‑launch to improve usability and adoption

• Enable sales users in Salesforce, specifically reporting tools and standardized processes (opportunity management, forecasting, quoting)
• Develop and maintain clear SOPs, job aids, and documentation aligned to Sales Ops standards
• Enable self‑service reporting by designing intuitive dashboards and educating users on how to interpret key metrics

The Talents We're Seeking

• Bachelor's degree in Information Systems, Computer Science, Data Analytics, or a related field preferred
• Equivalent combination of education and relevant work experience will be considered
• 35+ years of Sales Operations, CRM Administration, Business Systems, Reporting, or related experience
• Advanced Salesforce reporting and dashboard experience
• Power BI dashboard development and data visualization experience
• Experience gathering business requirements and translating them into system enhancements

• Strong understanding of sales processes, forecasting, pipeline management, and CRM best practices
• Ability to communicate effectively with both business users and technical teams
• Above average communication skills, both written and verbal, with the ability to provide accurate and timely information in a succinct and easy to understand manner
• Proficiency with Microsoft Office (Word, Excel, PowerPoint) as well as calculator, telephone systems, company network and familiarity with CRM tools
• Proven time management skills and a track record of working in a team environment successfully supporting others
• Well‑organized, attention to detail and able to multi‑task
• Problem solving and analysis skills

• Salesforce certifications such as Salesforce Administrator, Salesforce Advanced Administrator, Salesforce Business Analyst
• Experience with Power BI data modeling and DAX
• Experience with ERP systems such as Net Suite
• Experience supporting global sales organizations

It is the policy of the company to provide equal employment opportunities to all employees and employment applicants without regard to race, color, religion, sex, or national origin or any other classification protected by applicable local or state laws.

EOE/M/F/Vet/Disabled are encouraged to apply.

We are an E-Verify Employer.