Sales Operations Analyst

Sales Operations Analyst (Salesforce, Analytics & Forecasting)

• We are partnering with a rapidly growing organization seeking a highly analytical Sales Operations Analyst to support a high-performing sales organization through data-driven insights, forecasting, lead optimization, and operational excellence.
• This is an excellent opportunity for someone who enjoys transforming complex data into actionable business recommendations and partnering directly with sales leadership to drive growth and performance.

• What You'll Do
• Analyze sales, pipeline, lead, and campaign performance data to identify trends and business opportunities
• Monitor sales performance metrics and provide actionable insights to support business growth initiatives
• Support lead management and optimization efforts, ensuring sales teams have the right opportunities at the right time
• Develop and maintain dashboards, reports, and performance tracking tools using Salesforce, Excel, Tableau, Qlik Sense, and related platforms
• Create executive-ready summaries and presentations that communicate key findings and recommendations
• Assist with forecasting activities, including pipeline health, lead availability, capacity planning, and sales performance trends
• Partner with sales leaders, operations teams, and external stakeholders to support strategic decision-making
• Identify process improvement opportunities and help streamline reporting and operational workflows
• Support campaign performance analysis and provide recommendations to improve conversion rates and sales effectiveness
• Assist with operational initiatives, issue resolution, and performance reporting as needed

What We're Looking For

• Required Qualifications
• 2+ years of experience in Sales Operations, Business Operations, Revenue Operations, Sales Analytics, or a related analytical role
• Advanced Microsoft Excel skills (Pivot Tables, Lookups, Data Analysis)
• Experience working with Salesforce reporting, dashboards, leads, opportunities, and sales performance metrics
• Strong analytical and problem-solving skills with the ability to translate data into business recommendations
• Experience creating executive-level PowerPoint presentations and business summaries
• Excellent communication and stakeholder management skills
• Strong attention to detail and ability to manage multiple priorities in a fast-paced environment

• Preferred Qualifications
• Experience supporting sales organizations, call centers, customer acquisition teams, or revenue-generating functions
• Experience with Tableau, Qlik Sense, or similar BI/reporting tools
• Exposure to forecasting, pipeline management, lead allocation, or campaign performance analysis
• Experience working with large datasets and SQL-based data environments
• Background in financial services, fintech, lending, payments, or other highly regulated industries is a plus
• Experience supporting outsourced sales teams, vendor organizations, or BPO environments is highly desirable

• What Success Looks Like
• Delivering actionable insights that influence sales strategy and performance
• Improving visibility into pipeline health, lead utilization, and campaign effectiveness
• Helping sales leaders make informed decisions through accurate reporting and forecasting
• Proactively identifying trends, risks, and growth opportunities before they become business issues

• Why This Opportunity?
• High-impact role supporting a growing sales organization
• Direct visibility with senior leadership
• Opportunity to influence sales growth through analytics and operational strategy
• Collaborative, fast-paced environment with strong cross-functional exposure
• Flexible work schedule with a remote-friendly team

If you enjoy working at the intersection of data, sales strategy, forecasting, and business operations—and want your analysis to directly influence business outcomes—we'd love to connect.