Sales Operations Analyst

Key Responsibilities

• Analyze sales performance, customer trends, and market data to support strategic decision-making.
• Develop and maintain sales reports, dashboards, KPIs, and performance metrics.
• Generate weekly, monthly, and quarterly sales analyses for leadership.
• Support sales forecasting, promotional planning, and demand planning initiatives.
• Track and analyze customer inventory levels, sell-through, and retail performance.
• Partner with account managers and sales leadership to identify growth opportunities and risks.
• Assist with trade promotion analysis, forecasting accuracy, and ROI reporting.
• Prepare customer scorecards and executive-level business reviews.
• Monitor retail and distributor sales data to identify trends and recommend actions.
• Support annual budgeting, sales planning, and revenue forecasting processes.
• Ensure data integrity across ERP, CRM, and customer reporting systems.
• Collaborate with Supply Chain, Finance, Marketing, and Demand Planning teams to align forecasts and customer expectations.
• Perform ad hoc analysis and special projects as requested by leadership.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, Marketing, Supply Chain, or a related field.
• 3+ years of Sales Operations, Sales Analytics, Business Analytics, or Revenue Management experience.
• Required: Consumer Packaged Goods (CPG) industry experience.
• Experience supporting sales teams that sell to major retail customers.
• Advanced Microsoft Excel skills, including Pivot Tables, VLOOKUP/XLOOKUP, INDEX/MATCH, Power Query, and data analysis.
• Strong analytical, problem-solving, and organizational skills.
• Excellent communication and presentation abilities.
• Ability to manage multiple priorities in a fast-paced environment.

Preferred Qualifications

• Experience working with major retailers such as Walmart, Target, Costco, Kroger, Albertsons, Sam’s Club, or Amazon.
• Experience with syndicated data platforms including Circana (IRI), NielsenIQ, SPINS, or Numerator.
• Experience with CRM and ERP platforms such as Salesforce, NetSuite, SAP, Oracle, or Microsoft Dynamics.
• Proficiency in Power BI, Tableau, or other business intelligence tools.
• Knowledge of trade promotions, category management, and demand planning processes.

Key Competencies

• Sales Forecasting & Reporting
• Retail & Customer Analytics
• CPG Data Analysis
• Business Intelligence
• Revenue Planning
• Trade Promotion Analysis
• Advanced Excel Modeling
• Cross-Functional Collaboration
• Data Visualization
• Strategic Decision Support

Tagged as: Data Analysis, Data Visualization, Excel, Forecasting, Microsoft Dynamics, Power BI, Revenue Modeling, Salesforce, Tableau