Sales Analyst

Job Description

Job Summary: We are seeking a detail-oriented and analytical Sales & Operations Analyst to support our sales and revenue teams by preparing and maintaining high-quality reports, dashboards, and insights. This role will play a key part in driving operational efficiency, data-driven decision making, and visibility into business performance. Key Responsibilities: Build and maintain recurring reports on sales performance, revenue tracking, pipeline health, and forecasting. Develop dashboards and visualizations using tools like Excel, Power BI, or Salesforce/Tableau to support sales and executive leadership. Analyze sales data to identify trends, inconsistencies, and opportunities for optimization. Partner with Finance and Sales teams to reconcile revenue data and ensure alignment between bookings, billings, and revenue recognition. Maintain data integrity across CRM (e.g., Salesforce) and reporting tools. Assist in quota planning, territory management, and incentive tracking. Support quarterly business reviews (QBRs) with insights and reports. Participate in ad hoc reporting and strategic analysis requests. Qualifications: Bachelor's degree in Business, Finance, Economics, or related field. 2–4 years of experience in Sales Operations, Revenue Operations, or related analytical roles. Strong proficiency in Excel; experience with SQL and BI tools (Power BI, Tableau, Looker) is a plus. Experience working with Salesforce or similar CRMs. Strong analytical mindset with attention to detail and data accuracy. Excellent communication and collaboration skills. Experience in SaaS or IT services industry. Familiarity with revenue recognition principles. Working knowledge of data enrichment or sales enablement tools.