Senior Sales Operations Analyst

Position Summary

The Senior Sales Operations Analyst is the operational owner of pipeline rigor, forecast reliability, territory discipline, reporting, and Salesforce execution across our carrier sales teams and products. This role ensures sales leadership can run the business from data. It is hands-on, execution-oriented, and requires strong judgment, ownership, and accountability.

Essential Duties & Responsibilities

• Own weekly, monthly, and quarterly pipeline and forecast reporting in Salesforce for all Broker products
• Enforce opportunity stages, close dates, forecast categories, and product attribution
• Surface pipeline risk with clear, actionable insights
• Influences go-to-market decisions using data-driven recommendations
• Acts as a thought partner to VP of Sales Operations and SVP-level sales leaders
• Own Salesforce data hygiene across Carrier Sales
• Identify and correct process breakdowns
• Own call analytics and reporting using call intelligence platforms (e.g. Level AI, Zoom Revenue Accelerator) and Salesforce
• Connect call behavior to pipeline and revenue outcomes
• Identify operational bottlenecks and recommend fixes
• Track rep activity, conversion rates, cycle times, and product mix
• Track TAM, penetration, and whitespace by territory and product
• Own territory and account coverage reporting
• Support territory planning and realignment analysis
• Ad hoc reporting and data analysis requests
• Synthesizes insights across multiple data sources to recommend enterprise-level actions
• Leads complex, ambiguous analyses with limited direction
• Owns forecast accuracy and drives corrective actions with sales leadership
• Performs other duties as assigned

Experience & Education

• 5-7 years of experience in Sales Operations, Revenue Operations, or sales analytics supporting quota-carrying sales teams
• Expertise working in Salesforce Sales Cloud
• Experience supporting both high-velocity and territory-based sales motions
• Deep subject matter expertise in Sales Operations, demonstrated through informing sales strategy, territory design, and GTM execution decisions
• Demonstrated ability to analyze data and translate insights into operational actions
• Bachelor’s degree in business, finance, analytics, or a related field

Skills & Abilities Required

• Demonstrate strong ownership mindset and accountability for outcomes
• Apply structured, analytical thinking to ambiguous problems
• Communicate clearly and confidently with sales leadership
• Maintain high standards for data quality and process discipline
• Manage multiple priorities in a fast-paced environment
• Build effective working relationships across functional departments
• Operate with attention to detail while maintaining business context

Work Environment

• Moderate noise (i.e. business office with computers, phone, and printers, light traffic)
• Ability to work in a confined area
• Ability to sit at a computer terminal for an extended period of time. Occasional stooping or kneeling may be necessary
• While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear and use hands and fingers to operate a computer keyboard and telephone
• Specific vision abilities are required by this job due to computer work
• Light to moderate lifting is required
• Regular, predictable attendance is required

Benefits include Medical, Dental, Vision, Paid Time Off, 401k and more.