Associate Sales Operations Analyst

The Associate Sales Operations Analyst will work directly with Sales, Sales Operations and Sales Analytics to provide timely and accurate insights to help manage the team's selling efforts. Responsibilities: work directly with senior CSM leaders to forecast customer retention, including root cause analysis supported by CRM insights and financial data points.

Software Guidance & Assistance, Inc., (SGA), is searching for an Associate Sales Operations Analyst for a short term contract assignment with one of our premier SaaS clients in a remote role. EST preferred.

Contract duration: 10/5/26 - 11/30/26

The Associate Sales Operations Analyst will work directly with Sales, Sales Operations and Sales Analytics to provide timely and accurate insights to help manage the team's selling efforts. They will provide pipeline forecasting, KPI reporting, and ad hoc retention analysis. This is a fast-paced and constantly evolving sales environment that requires excellent communication skills, the ability to multi-task and work towards weekly deadlines. The Associate SOA will possess analytical skills and the ability to work as a team, not only with the Sales Managers but with their Sales Operations colleagues.

Responsibilities:

• work directly with senior CSM leaders to forecast customer retention, including root cause analysis supported by CRM insights and financial data points.
• Improve reporting workflows through automation or streamlined file structures.
• Work directly with sales managers to identify and collaborate on forward & backward account performance.
• Work closely with other SOMs to share knowledge, best practices and facilitate standardization across the organization.
• Exercises judgment within defined procedures and practices to determine appropriate action.

Required Skills:

• Experience with financial analysis and root cause analysis
• Building financial models and recommending signals to improve accuracy
• Advanced Excel skills with thorough experience using pivot tables and reference formulas
• Tableau 1-3 years experience in a Sales Operations, Finance or other analytical role
• CRM 1-3 years experience, preferably with MS Dynamics
• Excellent communication skills
• Detailed oriented
• Ability to create and maintain cross functional relationships
• Must have a 'can do' attitude and have an internal strong sense of urgency
• Bachelor's degree in Business or Finance

SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at https://sgainc.com/ .

SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company EEO page to request an accommodation or assistance regarding our policy.