Sales Operations Analyst
J
JobgetherSales operations
Based in IndiaFull-Time
Salary not disclosed
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Job Details
- Required Skills
- SQLMicrosoft Power BIMicrosoft Excel
Requirements
- Bring proven experience in Salesforce reporting, Sales Operations, Revenue Operations, CRM Analytics, or a related analytical role.
- Have advanced hands-on expertise creating and managing Salesforce reports, custom report types, dashboards, joined reports, scheduled reports, and complex reporting filters.
- Understand Salesforce data structures, standard objects, relationships, and reporting capabilities.
- Have experience supporting sales forecasting, pipeline analysis, and performance reporting.
- Have advanced Excel skills, including data analysis, data manipulation, and reporting.
- Demonstrate analytical thinking and problem-solving skills, including the ability to turn complex information into business insights.
- Be able to gather requirements and collaborate with stakeholders across multiple teams.
- Show attention to detail and a commitment to data accuracy, consistency, and quality.
- Be able to manage competing priorities, work independently, and contribute in a collaborative environment.
- SQL and familiarity with business intelligence tools such as Power BI or Tableau are desirable.
- Exposure to SaaS revenue metrics, forecasting methodologies, and go-to-market operations is desirable.
- Experience supporting sales compensation, territory planning, or quota-setting initiatives is desirable.
- Relevant Salesforce platform or reporting certifications are desirable.
Responsibilities
- Design, build, and maintain Salesforce reports, custom report types, dashboards, filters, and scheduled reporting.
- Develop advanced reporting solutions using joined reports, complex filters, and multidimensional data analysis.
- Monitor and report on pipeline performance, forecasting accuracy, renewals, sales productivity, conversion rates, and revenue KPIs.
- Analyze sales trends, funnel performance, and forecast attainment to identify opportunities and recommend improvements.
- Translate business stakeholders’ reporting needs into scalable, reliable Salesforce solutions.
- Maintain data integrity across Salesforce Accounts, Contacts, Opportunities, and Forecasting objects.
- Conduct data audits, investigate discrepancies, and improve reporting accuracy, completeness, and reliability.
- Establish and promote CRM data governance standards and best practices.
- Support forecasting, pipeline management, territory planning, quota management, and other sales operations initiatives.
- Partner with Sales, Marketing, Customer Success, and Finance to align reporting frameworks, definitions, and performance metrics.
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