Senior Analyst - Sales Operations

Location: US- Remote. Must be located in EST or CT time zone.

This role serves as a strategic partner to Sales, Finance, and GTM leadership, driving forecast accuracy, pipeline integrity, reporting standardization, and scalable operational processes across a global sales organization.  

The ideal candidate thrives in fast-paced, evolving environments and brings strong analytical rigor, systems expertise, and a bias for execution.  

Why This Role  

This position offers high visibility with senior leadership and the opportunity to design and scale critical processes during a pivotal growth phase—directly influencing business performance and operational excellence. 

Key Responsibilities 

Sales Execution & Forecasting 

• Partner with regional sales leadership (AVP/RVP) to drive pipeline visibility, rigorous deal inspection, and forecast accuracy.  
• Own weekly and quarterly forecasting cadences, proactively identifying risks and opportunities.  
• Support EOQ execution through structured deal reviews and disciplined data hygiene to ensure accurate, reliable reporting. 

Pipeline & Analytics 

• Build and manage pipeline, bookings, and attainment reporting across regions  
• Deliver executive-ready insights on pipeline coverage and quality, conversion trends and sales velocity, and bookings performance versus targets.  
• Identify gaps and opportunities to accelerate pipeline creation and improve close rates. 

Salesforce Governance & Data Integrity 

• Drive data hygiene, opportunity management, and consistent Salesforce usage across the sales organization. 
• Own and standardize key reporting structures (e.g., lead source, deal type, region/sub-region). 
• Monitor key performance indicators (KPIs) such as pipeline velocity, win rates, and sales cycle length 
• Partner with Sales Ops leadership to enforce consistent definitions and scalable global processes. 

Process Optimization & Integration 

• Support data and IT infrastructure integration efforts, aligning systems, reporting, and processes across legacy organizations. 
• Standardize reporting frameworks and operating cadences to enable global scale and consistency. 
• Identify inefficiencies and implement process improvements through automation, simplification, and standardization. 

Cross-Functional Collaboration 

• Serve as a trusted advisor to Sales, Finance, Marketing, and RevOps. 
• Support strategic initiatives, including cross-sell/upsell enablement, compliance and licensing programs, and board and executive reporting. 

What Success Looks Like 

• Sales leadership trusts the accuracy and clarity of your insights. 
• Forecasts are predictable, explainable, and reliable. 
• Pipeline visibility and quality improve across regions. 
• Scalable processes enable growth and operational consistency. 

Requirements:

• Bachelors' degree in Accounting, Finance, Business Management or another related field, or relevant equivalent working experience. Masters Preferred.  
• 5–8+ years in Sales Operations, Revenue Operations, or Business Operations 
• Strong proficiency in Salesforce (reporting, dashboards, data governance) 
• Advanced skills in Excel / data analysis and visualizations (pivot tables, modeling, large datasets) 
• Experience supporting global sales organizations and forecasting processes 
• Ability to translate complex data into clear, executive-level insights 

Preferred 

• Experience in SaaS / CX / Contact Center / Automation solutions 
• Expertise in Salesforce, RCA, Oracle, 
• Familiarity with BI tools (Power BI, Tableau, etc.) 
• Experience partnering directly with sales leadership  
• Experience supporting organizational change or system integrations