Sales Operations Senior Analyst

Job Summary

Leverages data and technology to support the sales organization, diagnose issues, and design solutions.

Sales Strategy

• Participates in annual sales planning processes (e.g., segmentation and targeting, forecasting, sales quotas, territory design, account planning, etc.) for smaller sales territories
• Contributes to the development of sales growth strategies with Sub-territories or smaller territories
• Works with senior management to identify and prioritize key sales programs

Program Support/Implementation

• Participates in implementing annual sales planning processes (e.g., segmentation and targeting, forecasting, sales quotas, territory design, account planning, etc.) for smaller sales territories
• Provides support on cross-functional projects targeted at improving sales productivity
• Analyzes data to evaluate program effectiveness and makes recommendations for improvements

Reporting and Analytics

• Collects, validates and organizes data to support reporting and dashboard production
• Designs and enables dashboards within company reporting systems
• Performs modeling and sensitivity analyses to evaluate options and guide management decision-making

Process Improvement

• Executes cross-department or larger territory-sized process improvements
• Identifies opportunities to improve/automate new and existing sales operations processes
• Works independently with other team members and other internal departments (sales, marketing, finance, IT, customer support) on system integration/upgrade projects
• Leads projects and implementation
• Supports UAT for processes and systems at the regional level, and provides feedback and suggestions representing the region

Sales Operations Support

• Supports sales organization in Sales Operations related matters
• Investigates issue escalations
• Identifies opportunities for Sales Operations process improvement
• Provides system training to Sales Teams as required
• Ensures the smooth running of established sales processes either within the local team or by managing offshore resources

Minimum Education Required

Bachelor’s Degree

Qualifications

• 5+ Years in Sales Operations: Senior-level experience in sales, channel or revenue operations, supporting a sales organization with planning, forecasting and territory or quota processes.
• Sales-Facing Partnership: Proven success working directly with sales leaders and cross-functional teams, leading process improvements and influencing senior stakeholders without direct authority.
• Salesforce and Excel Fluency: Hands-on Salesforce navigation and reporting, advanced Excel as a baseline, plus comfort with ticketing workflows and system integration or upgrade projects.
• Data Analysis and Dashboards: Ability to collect, validate and organize data, build dashboards and models, and translate results into executive-level recommendations.

Salary Range

United States – Dallas Infomart Office: $90,000 – $136,000 USD / Annual

Canada – Toronto Office: $81,000 – $121,000 CAD / Annual

Tagged as: Data Analysis, Excel, Forecasting, Project Management, Salesforce