Sales Operations Analyst

New
A
AtosDigital services
Source API remote eligibility restrictions: United StatesFull-TimeMiddle
Salary not disclosed
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Job Details

Required Skills
SQLMicrosoft Power BISalesforceTableauMicrosoft ExcelGoogle SheetsLooker

Requirements

  • Bring a mid-level background in sales operations analysis.
  • Apply expertise in CRM systems, business intelligence tools, forecasting methodologies, and sales process optimization.
  • Use Salesforce and Power BI to develop dashboards and reporting solutions.
  • Combine Salesforce data with Advanced Excel or Google Sheets, including VLOOKUPs and pivot tables, and SQL.
  • Connect CRM data to visualization software such as Tableau, Looker, or Power BI.
  • Use forecasting, pipeline management, territory planning, and performance tracking methods.
  • Support CRM data governance, data quality, and pipeline hygiene practices.
  • Work with Power Automate or similar technologies for process and reporting automation.

Responsibilities

  • Analyze sales operational performance with Sales and Finance leadership and implement scalable process improvements.
  • Support go-to-market execution through forecasting, pipeline management, territory planning, performance tracking, and sales governance.
  • Maintain pipeline governance and lead weekly pipeline, forecast, and deal reviews.
  • Develop monthly, quarterly, and annual forecasts using historical trends, scenario modeling, and business intelligence tools.
  • Build executive dashboards, KPI scorecards, and reporting solutions using Salesforce, Power BI, and other analytics platforms.
  • Monitor sales performance, pipeline health, forecasting trends, seller productivity, and operational metrics.
  • Maintain CRM data integrity, pipeline hygiene, and standard operating procedures for CRM workflows, forecasting, and reporting.
  • Identify and support automation opportunities using Power Automate and similar technologies, including AI-enabled analytics and automation.
  • Support annual operating plans, quota management, territory alignment, capacity planning, and revenue planning.
  • Facilitate structured deal reviews for large strategic opportunities and complex sales pursuits.
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