Sales Ops Analyst – Pipeline

Role Overview

The Sales Operations Analyst is responsible for lead assignment and funnel reporting across all go-to-market segments. Working closely with Sales Operations leadership, Sales Management, Marketing, and the BDR organization, this role maintains lead-routing rules, monitors pipeline performance, and analyzes sales velocity, conversion trends, and Outreach activity and engagement data.

What You Will Do

Key responsibilities include lead routing and assignment, lead follow-up and service levels, funnel and pipeline reporting, sales velocity analysis, conversion trend analysis, and outreach activity and engagement reporting.

Why It Might Be a Fit

The ideal candidate will have strong Excel or spreadsheet skills, experience with CRM, marketing automation, or sales engagement data, and the ability to learn, evaluate, adapt to, propose and implement AI-augmented workflows to continually enhance productivity.

Requirements

• Bachelor’s degree in Business, Finance, Analytics, Information Systems, or a related field, or equivalent practical experience
• 2 to 4 years of experience in Sales Operations, Revenue Operations, business operations, marketing operations, analytics, or a related role
• Strong Excel or spreadsheet skills and the ability to reconcile, analyze, and summarize data from multiple sources with close attention to detail
• Experience with CRM, marketing automation, or sales engagement data (e.g., Salesforce, HubSpot, PEGA, or Outreach), including leads, activities, opportunities, stages, and ownership
• Understanding of funnel metrics such as response time, conversion rate, pipeline creation, stage progression, aging, and sales velocity
• Experience creating recurring reports or dashboards; familiarity with business intelligence tools or SQL is a plus
• Experience using AI-assisted tools (e.g. copilots, summarization tools, or chatbots) with an ability to critically evaluate and verify AI-generated outputs
• Demonstrated ability to learn, evaluate, adapt to, propose and implement AI-augmented workflows to continually enhance your own, and the team’s productivity
• Clear written and verbal communication skills, with the judgment to escalate exceptions and explain decisions to sales managers and business partners
• Ability to manage recurring operational work alongside time-sensitive requests while meeting established service levels

Benefits

• Medical, vision, and dental insurance
• Short-term and long-term disability, and life insurance
• 401(k) Profit Sharing Contribution
• Paid Time Off and Holidays
• Parental Leave
• Tuition reimbursement