Senior Sales Operations Analyst

Overview

This role supports sales decision-making through analytics, reporting, and process improvements. The Senior Sales Operations Analyst partners with Sales leadership and cross-functional teams, including Technology, Marketing, Analytics, Finance, and Executive Leadership, to identify opportunities that improve sales efficiency and drive revenue growth.

Responsibilities

• Monitor sales performance and share insights with senior leadership on a monthly basis, including trends, strategic insights, and forecasts.
• Participate in weekly meetings and partner directly with Sales leaders to understand priorities and embed with the team.
• Build and maintain comprehensive Tableau and Salesforce dashboards in partnership with Sales Leadership and Analytics.
• Collaborate cross-functionally to drive profitability and key initiatives involving Underwriting, Finance, Marketing, Technology, Analytics, and Executive Leadership.
• Manage and optimize the sales pipeline by analyzing pipeline health and progression, identifying bottlenecks, and ensuring effective lead management.
• Evaluate performance of sales channels and partnerships and recommend optimization strategies.
• Conduct ad-hoc analysis to uncover insights that improve sales effectiveness, productivity, and overall business performance.
• Identify, test, and implement sales technology innovations—including AI-driven solutions—to streamline processes, enhance forecasting, and increase sales productivity.
• Support test-and-learn initiatives from a testing and data perspective (e.g., new sales strategies, tools, incentive plans) to draw data-backed conclusions.
• Administer compensation and awards plans, including updating President’s Club Leaderboard and compiling/submitting monthly incentives and sales contest compensation.
• Administer CRM systems by updating Salesforce as needed to support the Sales team.

Requirements

• 5+ years of experience in sales analysis, sales operations, consulting, finance, or a related analytical role.
• Bachelor’s degree required.
• Advanced skills with Microsoft Excel (pivot tables, VLOOKUPs, nested IF statements, index match, etc.), PowerPoint, and other related tools.
• Experience leveraging AI tools (e.g. Gemini, Claude) within Sales Operations, or a strong eagerness to learn and adopt emerging AI technologies.
• Proficiency with CRM systems (e.g. Salesforce).
• Experience evaluating unique problems, collaborating to create solutions, drafting project plans, and delivering new business processes.
• Ability to communicate effectively at all levels and build long-lasting relationships across the organization.
• Self-starter with strong attention to detail, able to shift priorities in a fast-paced environment to optimize revenue.

Preferred Qualifications

• Proficiency with a lead distribution system (e.g. LeanData) and/or a communication platform (e.g. Genesys).
• Proficiency with common analytics and BI tools such as Tableau.

Compensation & Benefits

• Annual Targeted Salary: $114,000 – $144,000 USD
• Annual Target Bonus: 10%
• Final offers are determined by factors including qualifications, relevant experience, specific skills, and internal equity.
• Benefits include medical, dental, vision, commuter benefits, flexible time-off policy, paid parental leave, 401k match for US employees, wellness reimbursement, volunteering days, annual professional development budget, and charitable donation match.

Location

Remote-first with workplace flexibility. Employees may work from home, in the office, or a combination of both. Employees are welcome to work from one of the organization’s premiere office locations to support in-person collaboration. The organization has team members throughout the United States, Dominican Republic, and Canada.