Sales Operations Analyst

The Sales Operations Analyst will play a key role in supporting and enhancing the efficiency of the sales team by providing data-driven insights, optimizing processes, and ensuring smooth execution of sales strategies. This position involves analyzing sales data, reporting on performance metrics, and working cross-functionally with other departments to improve sales operations and outcomes.

Key Responsibilities

Data Analysis & Reporting:

• Analyze and interpret sales data to identify trends, insights, and areas for improvement.

• Create and maintain regular sales performance reports, dashboards, and KPIs (Key Performance Indicators) for sales leadership and other stakeholders.

• Monitor sales pipeline health, conversion rates, win/loss analysis, and forecast accuracy.

• Provide data-driven recommendations to improve sales performance, productivity, and efficiency.

Sales Process Optimization:

• Collaborate with sales operations leadership to evaluate and streamline sales processes, systems, and tools.

• Identify bottlenecks in the sales cycle and suggest solutions to improve efficiency.

• Support the development and implementation of new sales processes and tools to enhance the sales team’s effectiveness.

Sales Forecasting & Planning Support:

• Assist in the creation of accurate sales forecasts, ensuring that key assumptions are tracked and updated as needed.

• Provide input into sales account level planning as part of the monthly consensus process.

• Track and measure the performance of sales initiatives and campaigns, recommending adjustments when necessary.

Cross-Functional Collaboration:

• Partner with demand planning, finance, strategic sales and strategic operations teams to align sales strategies with broader business goals.

• Provide support to the sales team to drive internal alignment and resolution of any operational challenges.

Ad-Hoc Analysis & Special Projects:

• Conduct special projects as requested by sales operations leadership to support business initiatives or strategic decisions.
• Provide on-demand analysis and support for any issues or opportunities that arise.

Requirements

Education: Bachelor’s degree in business, finance, marketing, or related field required.  

Experience:

• 2-4 years of experience in sales operations, sales analytics, or a related field.
• Retailer experience strongly preferred, CPG experience strongly preferred

• Strong proficiency in Excel and other sales tools (e.g. Domo, QV, Power BI, or similar analytics platforms).

• Proven ability to analyze complex data sets and provide actionable insights.

• Solid understanding of sales processes, metrics, and KPIs.

• Strong communication and presentation skills.

• Attention to detail and ability to work independently in a fast-paced environment.

• Ability to collaborate effectively with cross-functional teams.

Skills & Competencies:

• Analytical Thinking: Ability to interpret data and translate findings into actionable strategies.

• Problem-Solving: Proactively addresses challenges and identifies opportunities for process improvement.

• Communication: Clear and concise communication of findings and recommendations to stakeholders.

• Project Management: Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

• Teamwork: Strong collaborator who works well with cross-functional teams to achieve business objectives.