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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.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Proficient in Sales Operations and Revenue Operations with a strong focus on data analysis, reporting, and CRM data management. Capable of generating actionable insights and supporting cross-functional initiatives to drive business performance.
Highest-signal resume keywords
Sales Operations ExperienceCRM Systems KnowledgeData Analysis ProficiencyDashboard CreationEffective Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data ValidationKPI DevelopmentSales ForecastingPipeline AnalysisBusiness ReportingSpreadsheet AnalysisData GovernanceOperational Process DocumentationPerformance TrackingAccount Analysis
Soft Skills
Analytical SkillsProblem-Solving SkillsAttention to DetailOrganizational DisciplineGrowth-Oriented Mindset
Tools & Technologies
SalesforceCRM Systems
Industry Keywords
SaaSBusiness OperationsRevenue OperationsAnalyticsFinance
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