Sales Operations Business Analyst

View full description

Requirements:

• Bachelor’s degree in Business, Analytics, Finance, or a related field, or equivalent experience.
• 2+ years of experience in sales operations or similar role, preferably in a SaaS environment.
• Proficiency with CRM systems (Salesforce, HubSpot) and data visualization tools (e.g., Tableau, Power BI).
• Familiarity with standard Salesforce objects and their data.
• Experience with building custom reports for pipeline tracking.
• Understanding of sales cycle and forecast categories.
• Strong analytical skills with advanced proficiency in Excel.
• Exceptional attention to detail and organizational skills.
• Excellent communication skills for presenting complex data clearly.
• Experience supporting quota-carrying sales teams is a plus.
• Proactive mindset with a drive for continuous improvement.

Responsibilities:

• Sales Process Optimization: Analyze, document, and refine sales workflows to ensure efficiency and scalability.
• Data Management & Reporting: Maintain data integrity within the CRM and sales tools, generate reports, and deliver actionable insights.
• Performance Analytics: Track and analyze sales performance against KPIs, identifying trends for improvement.
• Tool Administration: Oversee and optimize sales technologies to ensure alignment with business needs.
• Collaboration with Cross-Functional Teams: Partner with marketing, finance, and product teams for effective lead management and forecasting.
• Forecasting Support: Assist in developing accurate sales forecasts using historical data and market trends.
• Training & Documentation: Develop and maintain training materials for sales tools and processes.