Role Overview
The Sales Operations Analyst supports the VP of Sales and a team of 6 enterprise account executives selling into hospital and health system leadership. This role is the operational heartbeat of the sales team — owning CRM data, reporting, the systems that help reps spend more time selling, the data handoff into FP&A, and the sales content library that arms reps in the field.
What You Will Do
Own Salesforce data quality, build and maintain reports, prep data for reviews, run ad-hoc analyses, track sales activity, and partner with FP&A to ensure sales pipeline data flows cleanly into the company financial model.
Why It Might Be a Fit
This is a high-visibility role with a clear path to senior analyst, manager, and beyond as the team grows. The ideal candidate has 2–3 years of experience in sales operations, business operations, sales analytics, FP&A, or a related analytical role.
Requirements
- 2–3 years of experience in sales operations, business operations, sales analytics, FP&A, or a related analytical role
- Strong Salesforce skills — comfortable building reports and dashboards on their own (admin certification a plus)
- Excel or Google Sheets power user — pivots, VLOOKUP/XLOOKUP, conditional logic, basic data modeling
- Comfort working with finance teams — understands the difference between bookings, revenue, and forecast, and can talk to an FP&A analyst in their language
- Bachelor’s degree in business, finance, analytics, healthcare admin, or a related field
Benefits
- Healthcare services
- Salesforce
- Excel
- Google Sheets
- FP&A
- Commission calculation
- Quota administration
- Lead routing
- Territory assignments
- Sales process workflows
- RFP/proposal coordination
- Win/loss programs
- Competitive intelligence
To apply for this job please visit recruiting.paylocity.com.

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