Senior Sales Operations Reporting, Insights Analyst

ezCater

Senior Sales Operations Reporting & Insights Analyst at ezCater managing sales reporting and insights. Collaborating with Sales, Finance, and Marketing to optimize sales performance and data accuracy.

Posted 5/19/2026full-timeRemote • Massachusetts • 🇺🇸 United StatesSenior💰 $103,000 - $145,000 per yearWebsite

Tech Stack

Tools & technologies

ETLSQLTableau

About the role

Key responsibilities & impact

Analyze sales performance data to identify trends, forecast outcomes, and surface actionable insights for Sales, Finance, and leadership.
Design, build, and maintain sales dashboards and reports for reps, managers, and executives (e.g., bookings, pipeline, attainment, productivity).
Own and operationalize account and territory assignments, including rules of engagement and book-of-business changes, ensuring data integrity and fairness across the sales organization.
Support annual and in-year sales planning, including quotas, territory changes, and goal-setting inputs.
Partner with FP&A and Analytics to build data models, SQL transformations, and commission-related datasets.
Collaborate with the CRM administration team (Salesforce, HubSpot) to translate business requirements into data structures, fields, and workflows; monitor and improve data quality.
Assist in sales forecasting by providing clean data sets, scenario analysis, and clear views of trends vs. targets.
Monitor key sales KPIs (conversion, pipeline coverage, win rates, productivity, attainment, etc.) and identify opportunities to improve performance and process efficiency.
Troubleshoot and improve data connectors, ETL logic, and BI assets (e.g., Sigma/Tableau dashboards and underlying models) in partnership with Analytics/Data teams.
Prepare clear, executive-ready presentations and summaries that translate complex analyses into concise recommendations for senior leadership.
Build strong cross-functional partnerships with Sales, Finance, Marketing, and other GTM teams to ensure alignment on definitions, reports, and operating rhythms.

Requirements

What you’ll need

5+ years of experience in Sales Operations, Revenue Operations, data analysis, or a closely related role.
Strong analytical and problem-solving skills; comfortable working with large, complex data sets and ambiguous problems.
Proficiency with CRM platforms (Salesforce required; HubSpot a plus), including reporting and basic configuration concepts.
Proficiency with SQL for querying and validating data across multiple sources.
Experience with business intelligence / data visualization tools (e.g., Sigma, Tableau, Power BI); able to build and iterate on dashboards and reports.
Solid understanding of sales processes and sales performance metrics, including territory or book-of-business design, pipeline and forecasting metrics, and sales compensation concepts.
High attention to detail with a strong bias toward data quality, governance, and reproducible reporting.
Excellent communication skills, with the ability to translate technical or analytical findings into clear, business-focused narratives.
Proven ability to manage multiple priorities and stakeholders in a fast-paced, cross-functional environment.
Experience working closely with FP&A, Analytics, and/or Data teams on shared models, dashboards, and financial reporting is strongly preferred.
Ability to travel up to 5 days per quarter for Together Weeks, team gatherings and other events, when applicable.

Benefits

Comp & perks

Market competitive salary
Stock options that you’ll help make worth a lot
12 paid holidays
Flexible PTO
401K with ezCater match
Health/dental/FSA
Long-term disability insurance
Mental health and family planning resources
Remote-hybrid work from our awesome Boston office OR your home OR a mixture of both home and office
A tremendous amount of responsibility and autonomy
Wicked awesome co-workers
Employee meal program (and many more goodies) when you’re in our office

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data analysisSQLdata modelingETLsales forecastingdata visualizationsales performance metricsreportingdashboard creationdata integrity

Soft Skills

analytical skillsproblem-solvingattention to detailcommunication skillscross-functional collaborationstakeholder managementorganizational skillsadaptabilitytime managementbias toward data quality