Sales Operations Analyst

New
J
JobgetherLogistics, supply chain
Based in the United StatesFull-TimeSenior
Salary not disclosed
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Job Details

Experience
At least 8 years of experience as a Business Intelligence Analyst, Data Analyst, Sales Operations Analyst, or in a comparable analytics-focused role.
Required Skills
PythonMicrosoft Power BISalesforceTableauPandasHubSpotCRM

Requirements

  • Have at least 8 years of experience as a Business Intelligence Analyst, Data Analyst, Sales Operations Analyst, or in a comparable analytics-focused role.
  • Be proficient in Power BI or Tableau and have experience developing dashboards and reports.
  • Have a background in logistics, supply chain, distribution, or e-commerce fulfillment.
  • Have experience with ERP and WMS data sources and connecting information across multiple systems.
  • Have working knowledge of Python or a comparable programming language for data analysis, including pandas and basic statistical methods.
  • Be familiar with CRM data structures and platforms such as HubSpot, Salesforce, or Pipedrive.
  • Be able to analyze trends, develop customer performance metrics, and turn complex datasets into practical recommendations.
  • Understand sales and customer success objectives, account performance, retention risks, and revenue growth opportunities.
  • Communicate analytical findings to technical and non-technical stakeholders and collaborate across Sales, Customer Success, Operations, and IT.
  • Apply critical thinking, attention to detail, and organizational skills while working independently and managing priorities.

Responsibilities

  • Develop analytical frameworks to assess account performance, customer health, and commercial opportunities.
  • Build customer health scoring models, weekly at-risk account reports, predictive churn models, and renewal dashboards.
  • Analyze customer activity, market share, and wallet share to identify revenue expansion and service-level upgrade opportunities.
  • Produce customer value reports and presentations for monthly and quarterly business reviews.
  • Maintain integrations between internal databases, CRM platforms, and business intelligence tools such as Power BI and Tableau.
  • Build automated dashboards, create customer-health alerts, and standardize reporting processes and data definitions.
  • Work with Operations and IT to identify and resolve data quality issues and translate business questions into analytical requirements.
  • Develop AI prompts and self-service query interfaces, and validate AI-generated outputs.
  • Measure analytics effectiveness and improve reporting efficiency, retention insights, and commercial decision support.
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