Deliver required weekly, monthly, and quarterly reporting packages for pipeline, bookings, sales performance, and headcount.
Build rep-, segment-, and region-level dashboards and scorecards.
Support forecasting processes through scenario modeling, variance analysis, and performance trending.
Deliver reporting and insights to support Quarterly Business Reviews (QBRs), Board of Directors (BOD) materials, Sales All Hands meetings, and other executive-facing reviews.
Provide operational support across quota management, opportunity hygiene, pipeline metrics, and funnel performance analysis.
Contribute to territory assignment planning, headcount modeling, and capacity tracking in collaboration with Sales Ops and GTM leadership.
Own the structure, governance, and maintenance of Salesforce CRM configuration and object model to ensure data structures, fields, and workflows support accurate reporting, forecasting, and sales execution.
Identify, document, and improve key sales workflows, policies, and rules of engagement.
Partner with Sales Operations, Marketing Ops, Finance, and Business Systems to improve CRM data quality and pipeline accuracy.
Support annual GTM and territory planning cycles, including modeling for quota, segmentation, and headcount capacity.
Develop and present actionable insights from ad hoc analyses to support GTM decisions, investment trade-offs, and territory performance.

Requirements

Bachelor’s degree in technical field or finance required.
5–7+ years of experience in Sales Operations, Revenue Operations, Business Operations, or FP&A supporting large sales organizations (1K+ people); experience in B2B SaaS or cybersecurity is a strong plus.
Hands-on experience with Salesforce, Pigment, or Anaplan Planning Tools; Power BI or SQL experience is a strong plus.
Experience working with Clari for forecasting and pipeline visibility.
Strong command of Excel, PowerPoint, financial modeling, and data visualization techniques.
Demonstrated success supporting global sales teams, including both direct and indirect channels.
Highly collaborative with strong communication and project management skills.
Proven ability to drive process improvements and scalable operational solutions.
Self-starter with high attention to detail and a track record of independently driving business impact from ambiguous problems.
Strong sense of ownership and drive for excellence.

Benefits

Competitive compensation
Comprehensive benefits
Career success on your terms
Flexible work environment
Annual wellness and community outreach days
Always on recognition for your contributions
Global collaboration and networking opportunities

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial modelingdata visualizationscenario modelingvariance analysispipeline metricsquota managementcapacity trackingsales forecastingsales performance analysisheadcount modeling

Soft Skills

collaborationcommunicationproject managementattention to detailprocess improvementproblem-solvingownershipdrive for excellenceindependenceanalytical thinking