Sales and Operations Analyst(Salesforce CRM and power bi)

Role & responsibilities

Salesforce Pipeline Data Accuracy

• Review and validate Salesforce opportunity records for correct tagging, partner attribution, sales office alignment, and pipeline status.
• Conduct root-cause analyses of recurring pipeline issues and surface process gaps that impact data integrity.
• Partner with CRM administrators to ensure remediation aligns with established data standards.

Win Attribution Monitoring & Hygiene

• Analyze Alliance-attributed win trends, identifying deviations through dashboards and historical comparisons.
• Document attribution patterns, leakage trends, and corrective actions to inform hygiene reporting and process improvements.
• Maintain hygiene tracking logs and validate Help Desk changes, ensuring compliance with internal policies and endorsement requirements.
• Serve as a point of escalation for complex attribution scenarios, ensuring resolution and accurate reflection in CRM systems.

Collaboration & Stakeholder Engagement

• Act as the central contact for data remediation and revenue attribution within the Sales Ops team.
• Work with Alliance, Finance, and Delivery leads to communicate attribution changes, assess business impact, and align on corrective actions.
• Develop reporting narratives that contextualize pipeline and attribution data for senior management.

What You Must Have

• Bachelors Degree 
• 4-9 years of relevant experience in data analysis, business research, or Alliance/operations support. 
• Advanced proficiency in Microsoft Office applications, including PowerPoint, PowerBI, Excel, Word, and Outlook 
• Strong stakeholder management skills and ability to work in a matrix environment. 
• Proven ability to translate data into actionable insights and support strategic decision-making. 
• Ability to work effectively in team environments, contributes to shared goals, and builds strong working relationships across functions and levels. 
• Strong project management and prioritization skills 
• Excellent communication skills (written and verbal) with experience creating executive-ready materials. 
• Highly organized, detail-oriented, and committed to delivering high-quality work. 

What Sets You Apart

• Experience in Alliance ecosystems, preferred.
• Proven experience in Data Analytics and Reporting
• Salesforce CRM knowledge (ideally but can be trained) 
• Experience with data visualization and business intelligence tools (e.g., Power BI) 
• Knowledge of market research databases (Factiva, OneSource, Bloomberg) 
• Exposure to project management methodologies and operational process improvement 
• Exposure to consulting or professional services environment 
• Strong problem-solving ability with the flexibility to adapt to changing priorities 

Shift:2pm-11pm