Senior Sales Operations Analyst - Remote
CaptionCall
Job Summary We are seeking a highly analytical and execution-oriented Senior Sales Operations Analyst to support revenue growth across New Business, Expansion, and Renewal motions. This role will partner directly with Sales Leadership, Finance, Marketing, and Sales Operations to drive pipeline visibility, forecast accuracy, compensation execution, and performance analytics. The ideal candidate is data-driven, detail-oriented, systems fluent, and thrives in a fast-paced, high accountability environment. Essential Duties and Responsibilities
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.
- Pipeline & Performance Analytics
- Own weekly and monthly reporting for pipeline, velocity, productivity, and key KPIs
- Develop standardized dashboards for leadership and board reporting
- Ensure pipeline integrity and stage hygiene
- Analyze conversion rates by segment, territory, and revenue motion
- Track leading indicators of pipeline creation
- Forecasting & Revenue Insights:
- Support forecast process and rollups
- Analyze forecast risk & upside by deal and rep
- Identify trends impacting revenue attainment
- Build and maintain revenue calendars
- Partner with Finance on bookings and revenue reconciliation
- Compensation & Productivity Analytics:
- Support sales compensation plan modeling and reporting
- Validate attainment calculations
- Track quota distribution and coverage models
- Measure rep productivity
- Identify performance gaps and recommend corrective actions
- Systems & Process Optimization:
- Maintain CRM data integrity (Microsoft Dynamics 365)
- Improve reporting automation and data flows
- Support territory design and account segmentation
- Strategic Projects
- Support GTM planning and headcount modeling
- Assist in annual operating planning
- Analyze pricing, discounting, and deal structure trends
- Deliver ad hoc analyses for senior leadership
- Prepare board-level reporting materials
- Other duties as assigned
- 2 years Sales Operations, Revenue Operations, FP&A, or similar analytical role
- Analytical rigor
- Attention to detail
- Executive communication
- Ownership mindset
- Process discipline
- Cross-functional collaboration
- Strong Excel skills (advanced formulas, pivot tables, modeling)
- Experience building dashboards (Power BI, Tableau, Looker, etc.)
- CRM experience (Dynamics, Salesforce, HubSpot)
- Strong quantitative and problem-solving skills
- Ability to translate data into actionable insights
- Experience supporting multi-motion revenue models (New, Expansion, Renewal)
- Experience in SaaS or services environment
- Exposure to compensation modeling
- Experience preparing executive or board-level reporting
- Ability to sit and/or stand at a desk and work with a computer for extended periods of time.
- Reliable and predictable attendance.
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.
Vacancy posted 2 days ago
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