Sales Operations Analyst
Jobtailor
Partner with sales teams to provide reporting, analysis, and operational support that improves sales effectiveness Prepare, analyze, and interpret sales and operational data using internal and external sources Identify trends, data discrepancies, and process gaps, and provide recommendations Maintain and support sales reporting tools, dashboards, KPIs, and data sources Assist in developing reports and analyses related to sales performance, customer trends, pipeline activity, and product performance Support forecasting, territory planning, account assignment, and target-setting activities Contribute to CRM, reporting, and process improvement projects through requirements gathering, testing, documentation, and user support Investigate routine business and system issues, perform root cause analysis, and recommend solutions Provide analytical support for business initiatives and special projects Assist with training, documentation, and user adoption of sales processes, reporting tools, and CRM capabilities Maintain data quality standards and support operational efficiency and reporting accuracy Requirements 2-5 years of experience in Sales Operations, Business Analysis, Revenue Operations, or a comparable analytical role Strong analytical and problem-solving skills with the ability to interpret data and communicate findings effectively Experience utilizing Microsoft Excel and business intelligence tools to analyze data and create reporting solutions Strong attention to detail and organizational skills Ability to manage multiple priorities Effective communication and collaboration skills with the ability to work across functional teams Experience working with Salesforce or similar CRM platforms valued Familiarity with Power BI, Tableau, SQL, Snowflake, or other reporting and analytics tools valued Understanding of sales operations processes, reporting, forecasting, or territory management valued Experience supporting commercial, distribution, technology, or B2B sales organizations valued Experience working with geographically dispersed teams and stakeholders valued This position is not eligible for US visa sponsorship Core Competencies Demonstrates strong analytical skills and problem-solving abilities to interpret sales and operational data, while effectively communicating findings. Proficient in utilizing reporting tools and CRM systems to enhance sales effectiveness and operational efficiency. Highest-signal resume keywords Sales Operations Experience Data Analysis and Reporting Microsoft Excel Proficiency Salesforce CRM Experience Business Intelligence Tools Familiarity ATS Optimization Keywords Hard Skills Data Analysis Sales Reporting Forecasting KPI Development Root Cause Analysis Process Improvement Territory Management Sales Performance Analysis Data Quality Management Operational Support Soft Skills Analytical Skills Problem-Solving Skills Attention to Detail Organizational Skills Effective Communication Industry Keywords Sales Effectiveness Revenue Operations B2B Sales Commercial Sales Distribution Sales Tools & Technologies Salesforce Power BI Tableau SQL Snowflake #J-18808-Ljbffr
$26.97 - $45.92 per hour
...ADI Global Distribution is seeking a motivated, analytical, and collaborative Sales Operations Analyst to support and optimize our sales strategy and execution. This role plays a critical part in enabling the sales organization through data-driven insights, process improvements...SuggestedHourly payFull time- The Operations Business Analyst serves as the primary functional applications partner for Operations, helping improve field and operational processes through enterprise applications, data, and workflow improvement. The role supports Microsoft Dynamics, the field service...Suggested
- # Business Operations AnalystApply**Job#: 3046125****Job Description:****Position:** Business Operations Analyst**Location:** Charlotte, NC* 4x/week onsite, 1x/week remote**Duration:** 12+ months**Qualifications:****Requirements**1. 5+ years of experience2. Budget, business...SuggestedHourly payContract workRemote work
$55k - $95k
...Operations Analyst Sompo has a unique opportunity for an Operations Analyst in our Insurance Operations team. As an Underwriting Operations Analyst, you'll complete a high-volume portfolio of transactional work supporting the policy lifecycle after the underwriting...SuggestedFull timeWork at officeWorldwideFlexible hours$21 per hour
...The Sales Analyst Intern supports various internal teams, including Sales, Finance, Accounting, Legal, Marketing, and Customer Success.... ...relationships across the organization to better integrate Sales Operations with teams supported by and supporting us Support the...SuggestedRemote jobContract workSummer workInternshipWork at office$32.77 per hour
...Database, Minitab, CSV, ASCII, Tableau. Provides application support and troubleshoot problems when they arise to support department operations. Demonstrate the Business Office Core Values of integrity, teamwork, dedication, quality, decision-making, communication, and...Live inWork at officeLocal area- ...Charlotte, NC or Danville, VA. Note: the position may be required to work flex hours to accommodate west coast clients. The Operations Analyst I position provides analytical support to the Bank's daily operations. Analyzes data related to operational processes,...Work at officeFlexible hours
- ...Job Description Insight Global is looking for an Operations Analyst for one of our large financial clients. This individual will join a team... ..., as the individual will regularly interact with traders, sales teams, clients, and client service representatives throughout...Work at office
$52 per hour
...Financial Analyst - Business Management Support Location: Charlotte, NC Pay Rate: $52/hour Summary This role functions... ...Support organizational efficiency through financial and operational analysis that enables data-driven decision-making. Track...- ...Role Okuma America is seeking a detail-oriented and analytical Sales Analyst to transform data into meaningful business insights that... ...Support market share reporting, order tracking, and other sales operations activities. Collaborate with cross-functional teams to improve...Full time
- ...We are seeking a Client Technical Services (CTS) Analyst (Financial Operations Analyst) to support a growing investment technology team for our banking client. This individual will play a key role in supporting customer experience, managing production issues, and coordinating...Local area
$30 per hour
...facilities, finance, human resources, logistics, marketing, sales or developmental training in sales or for customer support (as... ...effectiveness throughout the supply chain. Role Overview The Operations Analyst intern will assist with supporting customer projects,...Hourly payTemporary workInternshipFlexible hours- JOB SUMMARY: Reviews store sales trends, profit and loss statements and other information to gain actionable insights to improve store performance. Interfaces with store operations to help provide clarity and information on current store performance. Generates reports and...Work experience placement
- Home Solutions is seeking a Revenue Operations Analyst In this role, you’ll collaborate with cross‑functional teams to turn data into strategy, enhancing business performance, partner outcomes, and overall profitability. This role is ideal for someone early in their career...Full timeTemporary workFor contractorsFlexible hoursShift work
$35k - $48k
...Education Required: BA/BS US Citizenship: Required Summary The MIL Corporation seeks a Junior Compliance Officer (Operations, Jr. Analyst) to support a federal law enforcement client with I9 audit support services and worksite enforcement compliance activities....Full timeContract workFor contractorsWork at officeRemote workWeekend work$74.66k - $134.38k
...engineers, and leads. Gather process requirements and provide operational/analytical support for Process Engineers. May identify or assist... ..., instruct, direct, and check the work of other business analysts. Act independently or as a member of a project team to consult...Full timePart timeWork at officeRelocation- ...Business Process Analyst We are seeking a highly skilled and motivated individual to join our team as a Business Process Analyst... ...gaps in documentation and process workflows, ensuring seamless operations and efficiency. Required Skills & Qualifications: Experience...Work experience placementImmediate start
$93.69k - $114.51k
...Benefits market. We're actively seeking a talented Senior Business Analyst to join our Workforce Benefits Division in Omaha, NE,... ...implementation of digital solutions Strong understanding of business operations, processes, and process mapping What makes you stand out:...Work at officeRemote workFlexible hours- ...As part of the Operations team, the Processing Analyst is responsible for managing the overall loan process from application to clear to close. They order and review loan documents for completeness and accuracy as well maintaining quality data, internally. Being a Loan...Work at office
$53.15 - $55.15 per hour
...Real Estate Operations Analyst Our client, a large financial services company, is seeking an experienced Real Estate Operations Analyst for a 12 month contract assignment in either Charlotte, NC or New York, NY. This role is hybrid, with some remote and some in-office...Hourly payContract workWork experience placementWork at officeRemote work- ...of policies and procedures for pipeline and fuel distribution operations. Plans and conducts analysis in relation to DLA Energy program... .... Qualification Summary To qualify for an Operations Analyst, your resume and supporting documentation must support: A. Specialized...Full timeTemporary workRemote work
- ...Hybrid 3 on in Charlotte, NC Our client seeks a Process Analyst II to lead process analysis, mapping, and improvement initiatives... ...efficiencies or cost savings. Analyze business processes, operational data, data quality and availability, and performance metrics...Hourly payLocal area
$70.23 per hour
...Job Description Job Description Job Title: Senior Business Process Analyst / Process Documentation Analyst Location: Charlotte, NC / Jacksonville, FL - Onsite required. Duration: Contract - 11 months Pay Range: $70.23/hr (W2) Job ID: 408973 About...Contract work- 7+ years of experience in Business Process Analysis / Process Documentation Application Security Assessment experience Strong process mapping and workflow documentation skills Experience with Excel, Power Query, Tableau or similar data-analysis tools Visio, PowerPoint, ...
- ...decision making across the bank. Job Profile Summary This role supports the analysis of data flows, business processes, and operational controls that enable critical enterprise activities. The position develops and applies analytical, problem-solving, and...Work experience placementInternshipWork at officeFlexible hoursShift workDay shift
- ...including but not limited to: Finance, Economics, Mathematics, Computer Science, Statistics, Process and Mechanical Engineering, Operations Research, Data Science, Accounting, Business Administration (or equivalent work experience) Demonstrated strong programming skills...Work experience placementWork at officeFlexible hoursShift workDay shift
- ...global banking institution in Charlotte, NC? Please apply today! ***this must sit in Charlotte, NC*** Job Title: Financial Operations Analyst Location: Charlotte, NC (3x/week onsite) Duration: Contract through the end of year (12/31/2026) with high potential to extend...Contract work
$58k - $66.56k
...age, national origin, ancestry, citizenship, disability, or veteran status. Seniority level Associate Employment type Full-time Job function Analyst, Accounting/Auditing, and Finance Industries Financial Services, Banking, and Investment Banking #J-18808-Ljbffr DexianFull time- 3-month Contract (W2), Weekly Pay (40 hours/week) Desired Start Date: ASAP Calculated Hire is in search of a Securities Operations Representative II for our Fortune 100 Financial Services company. You will be responsible for the following components: Job Description: Perform...Weekly payContract workWork experience placementImmediate start
- ...FocusKPI is looking for a Marketing Operations Analyst to join one of our clients, a high-tech SaaS company. As a Marketing Operations Analyst on the Marketing Operations & Technology team, you’ll help share the client's marketing data strategy. This includes driving...Full time
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