The Sales Operations Analyst supports data-driven decision-making across the sales organization by delivering accurate reporting, actionable insights, and operational analytics.
This role focuses on building and maintaining dashboards, analyzing sales performance, supporting forecasting and planning activities, and ensuring data quality across systems such as Microsoft Dynamics 365 and Power BI.
Develop, maintain, and enhance recurring dashboards and reports using Power BI.
Analyze sales performance metrics, including pipeline, bookings (orders), backlog, revenue, win rates, and sales velocity.
Produce standardized and ad hoc reports to support sales leadership, sector leaders, and operations teams.
Ensure reporting accuracy, consistency, and timeliness across all deliverables.
Build clear, intuitive visualizations that translate complex data into actionable insights.
Support leadership presentations by preparing charts, summaries, and key takeaways.
Assist with sales forecasting, territory planning, sales analysis, and pipeline reviews.
Validate forecast inputs, identify risks and gaps, and flag anomalies in performance trends.
Validate the report extracted data within Microsoft Dynamics 365 CRM.
Support data integration efforts between CRM, BI tools, and enterprise data sources.
Support reporting for sales incentive and compensation programs.
Analyze client, sector, and market-level data to identify trends and growth opportunities.
Identify opportunities to streamline reporting processes and reduce manual effort.
Partner with Sales/LifeLine Sectors, Finance, Marketing, and Business Applications teams on reporting needs.

Requirements

Bachelor’s degree in Business Analytics, Data Analytics, Finance, Economics, Information Systems, or a related field
3–5 years of experience in sales operations, business analytics, reporting, or a related analytical role
Proficiency in: Power BI (dashboard creation), Microsoft Dynamics 365 CRM or similar CRM platforms, Excel (advanced formulas, pivot tables, data analysis)
Working knowledge of SQL or data querying tools preferred
Exposure to Python, R, or other analytics tools is a plus.
Experience in or exposure to the AEC industry is preferred
Understanding of professional services sales models, pipelines, backlog, and revenue forecasting is a plus.
Must have permanent authorization to work in Canada.

Benefits

Flexible Workplace
Employee Ownership
Competitive Pay
Comprehensive Benefits Package
Collaborative Environment
Innovative Culture

Applicant Tracking System Keywords

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

Hard Skills & Tools

data analysissales forecastingreportingdashboard creationdata validationdata integrationSQLExcelPower BIsales performance metrics

Soft Skills

analytical thinkingcommunicationcollaborationattention to detailproblem-solvingpresentation skillsorganizational skillstime managementadaptabilitycritical thinking