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Sales Operations Analyst
MeridianlinkDigital Lending company
RemoteMid
Centerbridge Partners
Silversmith Capital Partners
Avery Dennison
Serent Capital
Operations & Strategy
About the role
TL;DR
Analyze sales data, maintain Salesforce integrity, and drive operational cadences for sales leadership.
- •The Sales Operations Analyst is the analytical engine of our Revenue Operations team, sitting at the intersection of data, process, and decision-making.
- •This role owns core sales reporting, maintains Salesforce data integrity, and drives the operational cadences that keep sales leadership and the field running on accurate, timely information.
- •Key Responsibilities Produce recurring bookings, pipeline, and forecast reporting distributed to sales leadership and the executive team.
- •Build and maintain Salesforce reports and dashboards that support the weekly sales review and forecast cadence.
- •Analyze pipeline and performance trends to surface risks and opportunities before they show up in the numbers.
- •Maintain data hygiene and accuracy across opportunity, account, and pipeline records.
- •Reduce manual, spreadsheet-based work by moving reporting into Salesforce and modern BI tooling.
- •Requirements 2 to 4 years of experience in Sales Operations, Revenue Operations, Business Analytics, FP&A, or a comparable analytical role.
- •Advanced Excel proficiency, including complex formulas, pivot tables, and data modeling.
- •Hands-on Salesforce experience building reports and dashboards and managing data quality.
- •Strong analytical mindset with the ability to find the story in a dataset and communicate it clearly.
- •Excellent written and verbal communication, with comfort presenting findings to senior leadership.
Required skills
SalesforceExcelSQLRevenue OperationsFP&A
Nice-to-have skills
TableauPower BILooker
Tech stack
SalesforceExcelSQLTableauPower BILooker