Sales Operations Analyst

Build, automate, and maintain reports and dashboards tracking pacing, funnel metrics, trigger and backlog health, SLAs, and rep productivity Own weekly forecasting, CFQ closed-won ARR pacing, and probability-weighted pipeline forecasting for business reviews Partner with Finance and Analytics on operational reporting and revenue insights Own metric definitions and data accuracy Identify and prototype AI and automation tools for sales workflows Partner with Sales, BizTech, Product, and Enablement to embed AI and improve productivity Lead AI and automation projects connecting data insights to process improvements Analyze workflows and rep performance, recommending process and automation changes Evaluate Rules of Engagement requests and compensation exception requests Document processes, build playbooks, and drive adoption of tools and workflows Support Expansion Sales leadership and representatives with data requests, process issues, and investigations Own account and territory administration, routing, coverage, reassignments, and segment reclassification Support onboarding and offboarding, roster updates, router mapping, and leave-of-absence processing Troubleshoot reporting issues, workflows, CRM data, pipeline visibility, synchronization, and ARR discrepancies Collaborate with Sales Leadership, RevOps, Finance, BizTech, and Product Translate sales challenges into business requirements and durable solutions Provide updates to managers and senior leadership on timelines, risks, and outcomes Requirements 5+ years in Sales Operations, Revenue Operations, or a similar analytical GTM role Ideally experience in a fast-paced SaaS or fintech environment Strong Salesforce proficiency, including data audits, pipeline management, account ownership, routing, reports, and dashboards Analytical proficiency with Salesforce reports and dashboards, SQL, Tableau or Looker, and Excel/Google Sheets Hands-on experience with forecasting, pipeline management, and territory or quota planning on a recurring cadence Comfort evaluating AI and automation tools and prototyping simple workflows Excellent written and verbal communication skills First-principles problem-solving ability Exceptional organization and attention to detail Ability to manage multiple projects and recurring workflows while maintaining data quality and operational reliability Track record supporting sales teams with competing, fast-changing priorities Core Competencies Demonstrates expertise in Sales Operations and Revenue Operations with a strong focus on data accuracy, forecasting, and process improvement. Proficient in leveraging AI and automation tools to enhance sales workflows and productivity. Highest-signal resume keywords Salesforce Proficiency Forecasting Experience Data Analysis with SQL AI and Automation Tool Evaluation Process Improvement Leadership ATS Optimization Keywords Hard Skills Sales Operations Revenue Operations Forecasting Pipeline Management Territory Planning Data Audits SQL Tableau Excel Google Sheets Soft Skills Excellent Communication Skills First-Principles Problem-Solving Exceptional Organization Attention to Detail Project Management Industry Keywords SaaS Fintech GTM Role Operational Reporting Revenue Insights Tools & Technologies Salesforce Tableau Looker AI Tools Automation Tools #J-18808-Ljbffr