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Sales Strategy & Operations Analyst
WrikeSales Strategy & Operations Analyst supporting sales planning and execution in a SaaS environment. Analyzing data and collaborating with cross-functional teams to improve sales effectiveness.
About the role
Key responsibilities & impact- Develop, maintain, and improve recurring dashboards, reports, and KPI views used by sales leadership to monitor pipeline, bookings, activity, and performance trends.
- Support weekly, monthly, and quarterly business cadences through reporting preparation, data validation, and insight generation for leadership reviews.
- Assist with sales forecasting, pipeline analysis, and performance tracking to improve visibility into risks, opportunities, and business outcomes.
- Maintain CRM data quality by identifying inconsistencies, supporting clean-up activities, and helping improve reporting logic, field usage, and data governance practices.
- Partner with Sales, Finance, Marketing, Customer Success, and Business Systems teams to address operational questions and support cross-functional initiatives.
- Contribute to territory planning, account analysis, sales productivity tracking, and ad hoc analytical requests as assigned by management.
- Document workflows, reporting definitions, and operational processes to support consistency, scalability, and continuous improvement.
Requirements
What you’ll need- 2–3 years of professional experience in Sales Operations, Revenue Operations, Strategy & Operations, Business Operations, or a related analytical role, preferably within a SaaS or technology company.
- Bachelor’s degree in Business, Finance, Economics, Analytics, Mathematics, or a related field, or equivalent practical experience.
- Proficiency in spreadsheet-based analysis and experience creating business reports, dashboards, and data summaries for operational or commercial teams.
- Working knowledge of CRM systems, preferably Salesforce, including reporting structures, opportunity data, and data integrity requirements.
- Strong analytical and problem-solving skills, with the ability to interpret data and translate findings into clear business insights.
- High attention to detail, strong organizational discipline, and the ability to manage multiple priorities with accuracy and consistency.
- Effective written and verbal communication skills, including the ability to present findings clearly to cross-functional stakeholders.
- Demonstrated willingness to learn new tools, processes, and business concepts, with a growth-oriented mindset.
Benefits
Comp & perks- Flexible Time Off (FTO)
- Company 401(k) Match
- Parental Leave: 18 Weeks Maternity / 4 Week Paternity
- 2 Volunteer Days
- Health Insurance (Employees + Dependents)
- Disability (STD, LTD) & Life Insurance Plans
- Working from Home Allowance ($40 / Monthly)
- $500 Working from Home home office set-up Stipend
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Data ValidationKPI DevelopmentSales ForecastingPipeline AnalysisBusiness ReportingSpreadsheet AnalysisData GovernanceOperational Process DocumentationPerformance TrackingAccount Analysis
Soft Skills
Analytical SkillsProblem-Solving SkillsAttention to DetailOrganizational DisciplineGrowth-Oriented Mindset