Job Summary:
We are seeking a detail-oriented and analytical Sales & Operations Analyst to support our sales and revenue teams by preparing and maintaining high-quality reports, dashboards, and insights. This role will play a key part in driving operational efficiency, data-driven decision making, and visibility into business performance.
Key Responsibilities:
- Build and maintain recurring reports on sales performance, revenue tracking, pipeline health, and forecasting.
- Develop dashboards and visualizations using tools like Excel, Power BI, or Salesforce/Tableau to support sales and executive leadership.
- Analyze sales data to identify trends, inconsistencies, and opportunities for optimization.
- Partner with Finance and Sales teams to reconcile revenue data and ensure alignment between bookings, billings, and revenue recognition.
- Maintain data integrity across CRM (e.g., Salesforce) and reporting tools.
- Assist in quota planning, territory management, and incentive tracking.
- Support quarterly business reviews (QBRs) with insights and reports.
- Participate in ad hoc reporting and strategic analysis requests.
Qualifications:
- Bachelor's degree in Business, Finance, Economics, or related field.
- 2–4 years of experience in Sales Operations, Revenue Operations, or related analytical roles.
- Strong proficiency in Excel; experience with SQL and BI tools (Power BI, Tableau, Looker) is a plus.
- Experience working with Salesforce or similar CRMs.
- Strong analytical mindset with attention to detail and data accuracy.
- Excellent communication and collaboration skills.
- Experience in SaaS or IT services industry.
- Familiarity with revenue recognition principles.
- Working knowledge of data enrichment or sales enablement tools.
