Sales & Marketing Operations Analyst

About the Role

Sales & Marketing Operations Analyst

You will work closely with Sales leadership, Marketing, and cross-functional teams to manage reporting, streamline processes, and enable data-driven decision-making. Your work will directly impact lead generation, funnel conversion, and overall revenue performance, while allowing leadership to focus more on customer success initiatives.

Key Responsibilities

Operational Excellence & Process Management

• Own end-to-end reporting and analytics processes for Sales & Marketing Ops, ensuring accuracy, timeliness, and actionable insights.
  
• Identify process gaps, propose improvements, and streamline workflows to drive efficiency and conversion.
  
• Track lead management, funnel movement, and pipeline health for transparency and accountability.
  

Data Analysis & Insights

• Build, automate, and maintain dashboards/reports to monitor KPIs (lead generation, funnel conversion, pipeline velocity, campaign ROI, etc.).
  
• Identify trends, outliers, and opportunities for improvement with clear recommendations.
  
• Support stakeholders in developing data-driven strategies to improve revenue outcomes.
  

Stakeholder Engagement

• Serve as the go-to person for Sales & Marketing reporting needs.
  
• Collaborate closely with sales reps, marketing teams, and leadership to ensure adoption of tools and processes.
  
• Facilitate discussions, resolve data/reporting issues, and train end-users when needed.
  

Documentation & Continuous Improvement

• Maintain updated documentation for recurring deliverables.
  
• Drive automation initiatives to minimize manual effort and improve accuracy.
  

Key Traits for Success

Were looking for someone who is:

• Extroverted & engaging

  comfortable initiating conversations and building rapport.

• Proactive & self-driven

  – takes ownership and spots issues before they escalate.

• Detail-oriented yet strategic

  – balances data deep-dives with big-picture thinking.

• Collaborative & adaptable

  – effective communicator across teams and levels.

• Curious & eager to learn

  – continuously seeks better ways to analyze and present data.

Required Skills & Experience

• 1–3 years of experience in Sales Operations, Marketing Operations, or Revenue Operations.
  
• Advanced skills in

  Excel

  (Pivot Tables, Lookups, Formulas) and

  PowerPoint

  .
• Experience with CRM/Marketing automation tools (HubSpot, Salesforce, Marketo, etc.) preferred.
  
• Strong communication skills – able to explain complex data clearly and confidently.
  
• Proven ability to manage multiple priorities under tight deadlines.
  
• Basic understanding of B2B Sales & Marketing processes, lead generation, and pipeline management.
  

Educational Requirements

• Bachelor’s degree (any discipline).
  
• MBA in Operations preferred.