Analyze sales data to generate insights on pipeline health, conversion rates, quota attainment, and revenue trends
Create reports for the sales team in a timely manner, generate leaderboard metrics
Work on data cleanliness within our CRM, identify key issues within the data and plans to remediate
Assist with commissions data at month end, work with commissions teams on any discrepancies in data
Work with our Channel Operations team on resolving deal registrations, assist with data cleanup and basic channel reporting. Help resolve deal registrations issues; check for partner qualifications
Support annual and quarterly planning processes, including territory design, quota setting, and headcount planning
Collaborate cross-functionally with Marketing, Finance, Revenue Operations, and GTM Strategy to align initiatives and deliver accurate forecasting
Assist in sales tool evaluation, implementation, and optimization
Provide ad hoc analysis and strategic support for executive-level presentations
Requirements
Bachelor’s degree in Business, Finance, Economics, or a related field; MBA or similar a plus but not required
2–5 years of experience in Sales Operations or Business Operations within software/SaaS companies
Strong analytical and problem-solving skills with experience working in Excel/Google Sheets and Salesforce
Experience and familiarity with tools like Clari, and BI tools (e.g., Looker, Tableau) would be a great advantage
Experience with Channel Deal registration tools such as Impartner
Proven ability to translate complex data into actionable insights for non-technical audiences
Strong project management and organizational skills with attention to detail
Excellent communication skills and a collaborative mindset
Benefits
Competitive compensation, equity, and benefits
Flexible work environment and remote-friendly culture
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data analysissales operationsbusiness operationsdata cleanlinessquota attainmentrevenue trendsanalytical skillsproblem-solvingExcelGoogle Sheets
Soft skills
attention to detailproject managementorganizational skillscommunication skillscollaborative mindsetability to translate datastrategic support