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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