Job Description

About this Role

The Sales Operations Analyst provides support to the Sales, Sales Enablement, and Sales Operations Teams to improve overall performance through reporting, data analysis, and business intelligence tools. This role is responsible for compiling and analyzing sales data, building Salesforce dashboards, maintaining Salesforce information, and generating reports that deliver accurate and actionable insights. This role is critical to ensuring visibility, smooth communication and coordination.

Key Responsibilities

Sales Planning & Performance Management

• Develop and manage share performance dashboards, KPIs, and executive-ready reporting.
• Drive forecast accuracy through customer-driven demand planning, pipeline hygiene, and cadence reviews.

Analytics & Insights

• Correlate and synthesize key sales performance metrics from multiple data sources into executive-ready dashboards and reporting using Salesforce, BI and/or Tableau
• Translate complex data into actionable insights related to revenue, share growth, channel performance, and customer segmentation.
• Support scenario planning and what-if analysis to inform strategic decisions.
• Built KPI reporting packs and automated extracts, improved speed to insight for weekly leadership reviews.

Process Optimization & Governance

• Establish clear operating rhythms and governance across Sales, Operations, and Supply Chain.
• Identify gaps, risks, and opportunities in execution and recommend corrective actions.

Cross-Functional Collaboration

• Support distributor and customer business reviews with standardized insights and planning targets.
• Enable alignment between demand signals and factory capacity planning.

Tools & Enablement

• Power BI (modeling DAX), Tableau (dashboards), Salesforce (pipeline reporting), Power Automate, SAP
• Serve as a voice of the field in tool and process design.
• Partner with Enablement teams to reinforce best practices and change adoption.

Required Qualifications

• Associate Degree with 3+ years of experience in Sales Operations, Revenue Operations, and/or Business Operations or a High School Diploma with 5+ years of experience in Sales Operations, Revenue Operations, and/or Business Operations.
• 2 + years of hands-on experience working with Salesforce

Preferred Qualifications

• Bachelor’s degree (BA/BS) in Business, Finance, Analytics, or related field.
• Experience with Power BI and/or Tableau
• Demonstrated analytical experience producing performance reporting; built and maintained 3+ KPI dashboards and 1+ executive reporting pack.
• Proven ability to influence without authority in a matrixed environment (e.g., led 2+ cross-functional initiatives/workstreams to completion).
• Working knowledge of Salesforce reporting and data structures
• Experience in data modeling (DAX), dashboard buildout, workflow automation
• Experience in HVAC, manufacturing, or channel-based sales environments.
• Familiarity with SIOP processes
• Exposure to SAP
• Strategic thinking with strong execution discipline
• Data-driven decision-making
• Change management and process leadership
• Executive communication and storytelling with data