Sales Operations Data Analyst

Job Title:  Sales Operations Data Analyst

 

Job Summary: 

 

Essential Functions:

• Build and maintain recurring dashboards and reports on pipeline, bookings, quota attainment, win rates and sales cycle length.

• Support weekly, monthly and quarterly forecast cycles by consolidating rep and manager submissions and flagging risks and gaps.

• Monitor CRM data quality (Salesforce): run audits, fix errors, and work with reps to close missing or inconsistent fields.

• Administer routine CRM changes such as fields, page layouts, reports and user permissions, escalating larger changes to the Manager.

• Prepare and maintain sales compensation, quota and territory data, and help resolve rep questions about reporting.

• Run ad hoc analyses, such as lead conversion, product mix and rep productivity, and present findings to Sales leadership.

• Document sales processes and definitions (for example stage criteria and pipeline coverage) so metrics are applied consistently.

• Partner with Marketing, Finance and Customer Success to align on shared data and handoffs.

• Prioritize work based on business needs and input from Sales Operations Manager

 

Minimum Requirements:

Specific Job Skills:

• Minimum 2-3 years of experience in Salesforce.com (both Lightning and Classic UI preferred)

• Experience using other data tools such as Data Loader for Salesforce a plus

• Working knowledge of Salesforce or a comparable CRM, including building reports and dashboards.

• Strong Excel or Google Sheets skills (pivot tables, lookups, formulas).

• Hands-on experience using AI tools to support reporting, such as generating queries and formulas, summarizing data, and drafting dashboard commentary, with the judgment to verify AI output before sharing it.

• Clear written and verbal communication; able to explain data to non-technical sales audiences.

• Detail-oriented, organized and comfortable managing several deadlines.

 

Education: N/A

Experience: N/A

Supervision: N/A

Certifications: Salesforce Administrator certification preferred

Language Skills:

Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations. Ability to write reports, business correspondence and procedure manuals. Ability to effectively present information and respond to questions from a variety of both internal and external sources. 

 

Physical Capabilities:  Standard categories

The physical capabilities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

 

RevSpring is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

 

Note: This Job Description may not describe all of the job responsibilities and standards assigned to this position. The duties may change from time to time.  RevSpring does not discriminate against any group in hiring or employment practices.  Nothing in this job description constitutes a contract for employment.