Overview
The Sales Operations & Analytics Associate provides analytical, systems and operational support to the Business Development and wider Commercial organization, developing dashboards and performance reporting, supporting pipeline and forecasting processes, and improving commercial workflows.
What you'll do
- Develop and maintain dashboards, KPI scorecards and commercial reporting for Business Development and Leadership.
- Analyze pipeline, forecasting, bookings, conversions and performance trends to provide actionable business insights.
- Deliver recurring and ad hoc reporting that supports strategic decision-making.
- Identify risks, opportunities and performance gaps through data analysis.
- Utilize Salesforce, Excel, Power BI and other BI tools to improve reporting and visibility.
- Serve as a key Salesforce resource supporting Business Development and Commercial teams.
- Develop and maintain Salesforce reports, dashboards, workflows and system enhancements.
- Gather business requirements and translate them into scalable CRM solutions.
- Support CRM projects including testing, integrations, user administration and data migrations.
- Maintain CRM data standards, governance processes and quality controls.
- Conduct data audits, validation reviews and remediation activities to improve data integrity.
- Partner with stakeholders to resolve data issues and improve reporting accuracy.
- Implement controls, automation and process improvements that reduce recurring data-quality issues.
- Support pipeline management, forecasting and commercial performance reviews.
- Monitor opportunity movement, ageing, conversion and forecast accuracy.
- Prepare analysis and reporting for leadership reviews and commercial meetings.
- Identify bottlenecks, risks and inconsistencies affecting forecast reliability.
- Support account planning, territory management and commercial prioritization activities.
- Lead initiatives that improve commercial processes, reporting efficiency and operational effectiveness.
- Document workflows, SOPs and best practices while maintaining process governance.
- Evaluate and implement automation opportunities that reduce manual effort.
What you'll need
- 5+ years of experience in Sales Operations, Revenue Operations, Commercial Operations, CRM Administration, Business Analytics or a related function.
- Hands-on experience supporting Salesforce and commercial reporting processes.
- Experience developing dashboards, reports and performance metrics for business stakeholders.
- Strong analytical skills with the ability to interpret data and provide actionable insights.
- Understanding of CRM data governance, data quality standards and process compliance.
- Experience supporting pipeline management, forecasting and commercial performance reviews.
- Strong Microsoft Excel skills.
- Ability to work effectively across Business Development, Marketing, Finance and Operations teams.
- Advanced knowledge of sales operations, commercial processes, pipeline management, forecasting methodologies, and CRM best practices.
- Strong analytical and problem-solving skills with the ability to interpret complex data sets, identify trends, and translate findings into actionable business recommendations.
- Proficiency in Salesforce administration, reporting, dashboard development, workflow management, and CRM optimization.
- Expertise in data visualization and business intelligence tools, including advanced Microsoft Excel and Power BI (or comparable analytics platforms).
- Knowledge of data governance principles, data quality management practices, and controls that ensure reporting accuracy and integrity.
- Strong attention to detail and commitment to maintaining accurate, complete, and reliable commercial and operational data.
- Ability to manage multiple priorities, conduct detailed investigations, and deliver high-quality work in a fast-paced business environment.
- Effective stakeholder management and collaboration skills, with the ability to work cross-functionally across Business Development, Finance, Marketing, Operations, and Leadership teams.
- Process improvement mindset with experience identifying inefficiencies, implementing automation opportunities, and driving operational excellence.
- Strong written and verbal communication skills, including the ability to present data, insights, and recommendations clearly to technical and non-technical audiences.
- Must be legally authorized to work in the country of employment without employer sponsorship.
Nice to have
- Experience with Power BI, Tableau or similar BI tools.
Details
- Location: Remote, United States.
- Eligible for a discretionary annual bonus, health insurance, retirement savings benefits, life insurance and disability benefits, parental leave, and paid time off.
- Estimated compensation range: $83,200 to $124,800 USD.
Read the full description and apply on the company’s own careers page.