Lead Sales Operations Analyst

Job Description

Job Description

About the Role

We are seeking a highly detail-oriented, analytical Lead Sales Operations Analyst to join our team. In this role, you will serve as the critical bridge between Sales Operations and Finance, taking ownership of post-sale deal analysis to ensure financial compliance, accurate revenue forecasting, and smooth operational handoffs.

You will review all closed-won deals to flag unique, non-standard, or complex deal structures for Finance, maintaining weekly touchpoints to keep cross-functional stakeholders aligned. Beyond day-to-day deal desk duties, you will leverage process automation and AI tools to streamline review workflows, scale operations, and reduce manual friction across the revenue pipelin e.

Primary Duties / Responsibilities:

1. Deal Review & Finance Governance

• Review 100% of booked/closed deals to audit deal terms, custom clauses, discount structures, payment terms, and billing cadence.

• Identify and flag non-standard, high-risk, or unique deal structures (e.g., custom SLAs, early termination options, non-standard billing schedules) for Finance and Revenue Accounting approval.

• Serve as the primary point of contact for Finance, leading weekly cross-functional syncs to present deal updates, post-close modifications, and revenue recognition considerations.

• Ensure strict adherence to internal deal desk policies, pricing guidelines, and revenue compliance standards.

2. Process Automation & Modernization

• Map and evaluate the current deal intake and review workflow to uncover bottlenecks and inefficiencies.

• Design, build, and maintain process automations to automate deal flagging and routing.

• Integrate AI tools to automatically extract key contract terms, summarize unique deal clauses, and speed up audit cycles.

• Identifying and implementing best practices for deal management.

3. Analytics & Strategic Insights

• Track and analyze trends in deal structures, discounting patterns, and custom terms to identify recurring operational friction points.

• Build and maintain real-time dashboards tracking deal turnaround times, non-standard deal frequencies, and cross-functional SLA performance.

• Translate complex sales data into actionable insights for Sales Leadership and Finance to optimize future pricing and packaging strategies.

Preferred Qualifications:

• Ability to interact effectively with executives, functional peer groups and subordinates to gain commitment and cooperation from others, especially those in other departments with competing priorities

• Excellent oral and written communications skills, as well as excellent presentation skills; ability to lead meetings internally and externally and executive briefings. Often takes a leading role in senior level presentations with management teams

• Ability to manage multiple initiatives in parallel

• Understanding of cross functional process knowledge to drive efficiency into quote to cash processes

• Strives to improve performance and to have a significant impact on department’s success

• Demonstrates strong analytical skills

• Articulate compelling qualitative and quantitative business cases for process improvement

• Effectively gives direction to team members to accomplish complex deals

Functional/Technical (education, certifications, and training)

• Bachelor’s degree/MBA from an accredited college/university in Business Administration, Engineering, IT, or a related field

• 3-5 years of Operations experience

• 2-4 years of experience in a process improvement focused environment

• Consulting experience preferred

• Knowledge of Oracle CRM system, AppScript and Google AI tools

About Us:

Cloud Software Group is one of the world’s largest cloud solution providers, serving more than 100 million users around the globe. When you join Cloud Software Group, you are making a difference for real people, each of whom count on our suite of cloud-based products to get work done — from anywhere. Members of our team will tell you that we value passion for technology and the courage to take risks. Everyone is empowered to learn, dream, and build the future of work. We are on the brink of another Cambrian leap -- a moment of immense evolution and growth. And we need your expertise and experience to do it. Now is the perfect time to move your skills to the cloud.

Cloud Software Group is firmly committed to Equal Employment Opportunity (EEO) and to compliance with all federal, state and local laws that prohibit employment discrimination. All qualified applicants will receive consideration for employment without regard to age, race, color, creed, sex or gender, sexual orientation, gender identity, gender expression, ethnicity, national origin, ancestry, citizenship, religion, genetic carrier status, disability, pregnancy, childbirth or related medical conditions (including lactation status), marital status, military service, protected veteran status, political activity or affiliation, taking or requesting statutorily protected leave and other protected classifications.

If you need a reasonable accommodation due to a disability during any part of the application process, please contact us via the Bridge portal for assistance.