Sales Operations Analyst

Sales Operations Analyst

Yoobi, a purpose-driven company with giving at its core, is seeking an analytical, entrepreneurial Sales Operations Analyst to support the full commercial cycle for our Walmart, Sam's Club, and select national account business, from assortment planning through P&L review.

This is an opportunity to drive five key commercial levers: assortment planning, customer demand forecasting, inventory and PO management, in-season replenishment, and the full reporting stack from POS through margin and P&L.

Role Summary

Based in Bentonville and sitting within the Sales organization, you will be Yoobi's boots on the ground for all things Walmart and Sam's Club, working closely with account leadership and cross-functionally with Inventory Planning, Purchasing, Operations, Finance, and Product to protect in-season revenue and margin, sharpen assortment planning, and build the reporting foundation our business runs on.

This role will serve as the Sales team's lead analytical and planning resource for these accounts, translating retailer data, customer signals, and commercial priorities into actionable recommendations. You will provide customer-level forecasting and inventory insights into Yoobi's broader demand and inventory planning processes while maintaining a strong focus on retailer execution and sales performance.

This same analytical rigor will extend to other national accounts as needs arise.

Responsibilities

• Develop customer-level demand forecasts for owned accounts, integrating sales voice, POS trends, retailer signals, promotional activity, and other customer-specific inputs into a defended monthly view. Partner with Inventory Planning to incorporate these inputs into the company's broader consensus demand forecast.
• Build and maintain the customer inventory flow plan, monitor PO release versus commit, track mod set and OOA POs, and flag discrepancies before they become recovery problems. Partner closely with Inventory Planning/Operations to align customer needs with overall supply and inventory plans.
• Lead the weekly chase and cancel data prep and decision meeting; action approved decisions across Sales, Inventory Planning/Operations, Product, and Finance, and track downstream impact.
• Manage customer-facing in-season replenishment and in-stock reporting, including diagnosis of risks and opportunities and development of a clear recommended plan of action. Partner with Inventory Planning/Operations on supply and inventory actions required to support the plan.
• Support pre-season line review, slot plan build, and innovation sessions with POS, competitive, and category analytics that defend item count, shelf share, and price points.
• Run weekly and monthly POS and category insights, turning data into a sharp commercial narrative for Sales leadership and customer-facing meetings.
• Support monthly P&L reviews for the Walmart business, including margin, markdown and rollback economics, JBP analytics, and scenario modeling.
• Track and manage account chargebacks, identifying root-cause fixes and recovery opportunities and working cross-functionally with Sales, Finance, Logistics, and Operations.
• Track and reconcile Vendor Income, including co-op, allowances, and billback funds, against agreed terms.
• Prepare quarterly business and financial recaps for the Walmart and National Account business.
• Monitor key customer performance indicators, including sales trends, in-stock performance, customer inventory levels, forecast accuracy, and other relevant account metrics; identify risks and opportunities and recommend actions to Sales leadership.
• Support customer business reviews, line reviews, and other key meetings with analytical insights, financial analysis, and clear recommendations.
• Identify opportunities to improve and automate Sales reporting, analytics, and planning processes as the business scales.

Skills

• Excel power user (SUMIFS, INDEX MATCH, XLOOKUP, pivot tables), comfortable with large, complex workbooks.
• Strong commercial instincts; able to spot the story behind the numbers and defend a point of view to a Sales lead, buyer, or CFO.
• Strong analytical mindset with the ability to translate POS, inventory, financial, and retailer data into actionable commercial recommendations.
• Builder mindset: direct, fast, and low-ego; builds the model, the deck, and the recommendation rather than waiting for a template.
• Comfortable using AI tools to speed up analysis, reporting, and drafting.
• Clear, concise communication with internal and retailer-facing partners.
• Financially detail-oriented, with comfort producing recurring, executive-ready financial recaps.
• Strong cross-functional collaboration skills, particularly with Sales, Operations, Finance, and Product.

Experience

• 5+ years in sales operations, planning, category management, or retail analytics
• CPG, stationery/school supplies, toys, or consumer brands experience preferred, or top retailer planner / replenishment analyst experience
• Hands-on experience with Walmart Retail Link and Supplier One, and at least one major retail analytics platform: Numerator, NielsenIQ, or Scintilla (formerly Walmart Luminate)
• Experience supporting assortment planning, replenishment, forecasting, or commercial analytics for a major retailer strongly preferred.
• SQL or Python exposure is a plus
• Experience managing chargebacks, deductions, or vendor income reconciliation with a major retailer
• Based in or willing to relocate to the Bentonville, AR area