Sales Operations Analyst

Sales Operations Analyst Job Description Template

Our company is looking for a Sales Operations Analyst to join our team.


  • Become the primary technical point of contact with our ACR vendor;
  • Develop, test, and implement new methodologies as necessary to help achieve sales targets;
  • Manages & resolves data discrepancies in CRM system;
  • Summarize and track CRM data monthly/quarterly/as needed (eg. usage, funnel, and activity);
  • Assist with the development, launch, management and monitoring of multiple concurrent sales operations projects to drive sales success;
  • Assist in CRM implementation projects, upgrades, customization, etc;
  • Prepare executive level presentations summarizing market trends, revenue forecasts, and sales opportunities;
  • Develop, generate and update annual Master Plan reviews for SVP, Global Sales;
  • Develop and enhance sale executive scorecarding across all sales functions and enhance realized revenue financial models;
  • Support, consult and execute on efficiency and improvement programs delivered to the global sales team;
  • Assist in the design, re-design, implementation, generation and validation of operational global sales reports to capture all required metrics;
  • Identify and acquire actionable market data and intelligence to facilitate sales executives’ new business generation;
  • Reconcile sales and renewal actuals with Finance and Operations;
  • Provide necessary data analysis to support marketing and sales campaigns, territory planning, and white-space analysis;
  • Own the production and maintenance of sales assets and materials to facilitate the sales process.


  • BA/BS degree in Business, Mathematics, Computer Science, Economics or Statistics;
  • Microsoft Dynamics experience and Microsoft Power BI experience is a plus;
  • Strong leadership skills and the ability to effectively interact with cross-functional teams;
  • Knack for data analysis and problem solving;
  • Be an independent, self-starter capable of taking action to solve problems or fulfill responsibilities with minimal supervision;
  • 2-3 years of relevant Sales Operations experience;
  • Ability to analyze data and summarize findings into concise usable, action-oriented messages, communications, and presentations;
  • Strong organizational skills and ability to set priorities and timelines;
  • Strong Project Management skills and the ability to handle multiple largescale, long-term, high visibility projects;
  • Demonstrated ability to prioritize, multitask and meet deadlines;
  • Track record of working independently, following project plans, and leveraging coaching and feedback;
  • Motivated and proactive learner and self-starter, pursuing continuous improvement in all job-related aspects;
  • Bachelor’s degree in business, finance or related field required;
  • Understanding of operational Infrastructure, metrics, processes, systems and tools for running worldwide sales operations;
  • Superior strategic thinking, problem solving and analytical skills.