Sales Operations Analyst (Strong Finance Background)

We’re hiring a Sales Operations Analyst with a strong finance foundation to partner with Sales leadership on forecasting, revenue analytics and deal governance. If you enjoy turning financial data into sales insights, this role puts you at the centre of the numbers that drive our growth.

What You’ll Do

• Own pipeline, bookings and revenue reporting for sales leadership (weekly, monthly, quarterly).
• Build and refine revenue forecasts, and run variance analysis against budget and prior periods.
• Reconcile CRM data with finance records (bookings vs. billings vs. recognized revenue).
• Support deal desk: pricing and margin checks, contract validation and revenue recognition inputs.
• Track KPIs such as win rate, pipeline coverage, sales cycle, quota attainment and deal profitability.
• Maintain CRM data integrity (Salesforce/HubSpot) and flag gaps proactively.
• Create dashboards and MIS packs in Excel and BI tools (Power BI, Tableau or QlikView), including using AI tools such as Claude to build and accelerate dashboard development. Use of AI is welcome here.
• Partner with Finance on invoicing, collections and month-end/quarter-end closing inputs.
• Recommend process improvements that make reporting faster and more accurate.

What You Bring

• Bachelor’s degree in Finance, Accounting, Commerce or Economics. MBA (Finance), CA, CMA or CFA (any level) is a strong plus.
• 1-3 years in sales finance, revenue operations, sales operations or financial analysis.
• Strong command of financial concepts: revenue recognition, margins, EBITDA, P&L, budgeting and forecasting.
• Advanced Excel skills (pivots, XLOOKUP/INDEX-MATCH, financial modelling).
• Sharp analytical skills and attention to detail, with the ability to explain numbers to non-finance stakeholders.
• Good written and verbal communication.

Good to Have

• Hands-on experience with Salesforce or HubSpot.
• BI tool MS Dynamics experience.
• Comfort using AI assistants (e.g., Claude) for dashboards, analysis and automation.
• Exposure to IT services or B2B sales environments.
• Familiarity with Sales Commissions

Why Join Us

• Direct exposure to senior sales and finance leaders.
• An AI-friendly team that encourages smarter, faster ways of working.
• A clear growth path into Sales Finance, RevOps or FP&A leadership roles.
• Competitive compensation and benefits.

Tagged as: Data Analysis, Deal Desk, Excel, Financial Modeling, Forecasting, HubSpot, Microsoft Dynamics, Power BI, Salesforce, Tableau