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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