Senior Sales Operations Analyst

Overview

Senior Sales Operations Analyst serving as a key business partner to regional sales leaders and field teams, owning CRM account management, reporting cadences, pipeline health oversight, and revenue forecasting support.

What you'll do

• Enforce CRM data integrity and hygiene by validating deal stages, close dates, key opportunity fields, and required naming standards.
• Partner closely with sales management to observe deal progression, identify funnel bottlenecks, and assist close-quarter commitment tracking.
• Aggregate and analyze weekly forecasting data across regional teams to support leadership during routine forecast review cadences.
• Design, build, and maintain custom Salesforce reports, list views, and tailored dashboards for sales representatives, managers, and executive directors.
• Manage, automate, and distribute recurring weekly operational reports to help leadership maintain error-free visibility into order and revenue metrics.
• Develop scalable Tableau dashboards tracking key operational KPIs, pipeline velocity, win/loss metrics, and historical performance trends.
• Oversee end-to-end execution of account list updates, territory assignments, and account transfers during organizational transitions or new hire onboarding.
• Create standard operating procedures (SOPs), quick-reference guides, and tools training to improve sales rep time-to-productivity.
• Investigate and resolve payout inquiries, split-credit adjustments, and quota crediting questions with transparency and data-backed reconciliation.

What you'll need

• Salesforce (SFDC) Administration to build custom reports, construct operational dashboards, manage data imports, and maintain object hierarchy integrity.
• Tableau Visualization to build, publish, and maintain interactive data visualizations and executive-level performance dashboards.
• Advanced Spreadsheet Modeling utilizing Microsoft Excel or Google Sheets (e.g., XLOOKUP, pivot tables, data reconciliation models) to process and analyze large operational datasets.
• AI-Driven Analytics familiarity to leverage predictive forecasting tools and generative AI workflows to automate routine processes and improve reporting velocity.
• Stakeholder Management experience translating complex sales data into concise narrative insights for executive leaders while providing frontline support to sales representatives.
• Operational Process Improvement track record of independently identifying workflow inefficiencies, auditing CRM databases, and implementing scalable automated solutions.
• Cross-Functional Collaboration experience partnering with IT, Finance, and Compensation teams to diagnose system bugs, test feature updates, and resolve rep payout discrepancies.
• 5+ years of experience in Sales Operations, Field Operations, or Business Analytics.

Nice to have

• Salesforce Certified Administrator or related technical CRM certification.
• Direct background working within a B2B technology or channel sales environment.

Details

• Location: Illinois, Remote Work.
• Travel: Under 25%.
• Relocation: Not provided.
• Position type: Experienced.
• Target base salary range: $110,000 - $120,000.