Sales Operations Analyst

• Build and maintain pipelines, funnels, and forecast dashboards
• Analyze sales funnel conversion, stage leakage, sales cycle length, and pipeline coverage
• Monitor sales productivity metrics, including rep performance, win rates, average deal size, and activity trends
• Identify drivers of missed or exceeded revenue performance
• Support forecast accuracy by delivering pipeline and conversion insights to sales leadership and FP&A teams

• Analyze pricing realization, discounting trends, and contract performance
• Track adoption of price increases and pricing effectiveness across customer segments
• Monitor bureau costs versus pricing performance and margin trends
• Support renewal forecasting, renewal pipeline tracking, and attrition risk analysis
• Identify upselling, cross-sell, and expansion opportunities across the customer base
• Analyze RM and CSM book performance and customer profitability

• Build and maintain executive dashboards for sales leadership, account management, and the executive team.
• Develop KPI scorecards for pipeline, bookings, renewals, churn, pricing, and customer health
• Partner with FP&A to ensure alignment between GTM metrics and financial reporting.
• Partner with Core Ops to integrate customer adoption, support, and retention metrics into revenue reporting
• Help define and document KPIs and reporting standards

• Ensure CRM data quality and consistency
• Partner with Sales Ops leadership on territory, quota, compensation, and account assignment reporting
• Work with Data/BI resources to improve reporting infrastructure, automate dashboards, and integrate data
• Support ad hoc analyses for executive leadership, board reporting, and strategic initiatives.
• Identify reporting gaps and recommend improvements to systems, dashboards, and processes

• 3–7+ years of experience in Sales Operations, Revenue Operations, Business Analytics, FP&A, Consulting, or related fields
• Strong analytical and problem-solving skills
• Experience with CRM systems such as Salesforce, HubSpot, or Microsoft Dynamics
• Experience with BI and dashboard tools such as Power BI, Tableau, and Looker
• Strong Excel / Google Sheets skills
• Experience with SQL strongly preferred
• Experience analyzing pipeline, funnel conversion, forecasting, pricing, renewals, churn, and customer cohorts
• Ability to communicate complex data clearly to frontline teams and executive leadership
• Strong attention to detail and the ability to manage multiple priorities
• Experience in SaaS, recurring revenue, data services, fintech, automotive, or multi-product businesses is preferred

• Analytical and commercially minded
• Comfortable with challenging assumptions and identifying performance gaps
• Strong communicator capable of influencing without authority.
• Able to move fluidly between detailed analysis and executive-level summaries.
• Comfortable working cross-functionally with sales, finance, operations, and leadership teams.
• Naturally curious and proactive in identifying revenue risks and growth opportunities.

• Competitive base salary with an attractive commission structure.
• Unlimited PTO
• Comprehensive benefits package, including health, dental, and vision insurance.
• 401(k) plan with company match.
• Professional development opportunities and continuous training.
• A supportive and dynamic work environment with opportunities for growth and advancement.

• Recruiter Phone Screen
• Culture Index Survey
• Hiring Manager Interview
• Cross-Functional Collaborator  
• Offer

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