Mission of the Position:The Sales Operations Analyst (SOA) is a critical member of the Finance team, supporting our go-to-market strategy through data, reporting, and process optimization. This role partners closely with Sales, Marketing, Finance, and Executive Leadership to maintain the integrity of Salesforce data, manage lead lifecycle processes, and develop reports and dashboards that deliver actionable business insights. Your work will directly support executive decision-making and help drive business performance.
Through the analysis of data and key metrics, the SOA will identify trends and opportunities for improvement, partner cross-functionally to align priorities and improve operational efficiency, and help drive strategic initiatives forward. You'll build and maintain reports, dashboards, and KPIs to measure sales and marketing performance, create executive-ready reporting and presentations, and translate data into meaningful insights that inform business decisions.
This is a hybrid role based in our Austin, TX office, with regular onsite collaboration Tuesday through Thursday.
Responsibilities:- Analyze revenue data and sales performance metrics to identify trends, opportunities, and areas for improvement.
- Report monthly and quarterly commission payouts accurately to accounting in a timely manner.
- Develop and maintain GTM reports, dashboards, and KPIs to track key performance indicators and provide actionable insights to the GTM team and leadership.
- Collaborate on the creation and ongoing refinement of essential company reports, including but not limited to, quarterly board meeting presentations and weekly CEO forecasting reports.
- Training Sales and Customer Success on proper Salesforce processes and communicating new features and processes when released.
- Build and maintain a resource library for all training materials related to the GTM systems and processes.
- Ensure quality of account, opportunity, and user object level in SFDC through reporting & CRM hygiene to maintain integrity and governance.
- Support the QBR and Business Management cycles to drive business insights, sales performance management, and course correction
- Develop presentation materials and weekly reports to communicate key insights from the analysis when needed.
- Support coordination of efforts on strategic initiatives including key divisional programs and activities focused on delivery of business priorities and communications
Minimum Requirements:- 1-3 years of experience in Sales Operations, Revenue Operations, Business Operations, Sales Finance, or a related analytical role, preferably in a high-growth B2B SaaS environment supporting enterprise sales teams
- Proficiency in Microsoft Excel, including PivotTables, lookups, formulas, and data manipulation to support reporting and business analysis
- Experience using GTM tools such as Salesforce or Hubspot
- Strong analytical skills with the ability to gather, organize, and analyze data to create reports and dashboards that support business decisions and provide visibility into key sales initiatives
- Strong problem-solving skills, with the ability to quickly identify issues, analyze root causes, and propose clear, actionable solutions or recommendations to team leadership
- Self-motivated and accountable, taking ownership of assigned work, demonstrating initiative, and following through to deliver high-quality results
- Strong organizational and time management skills, with the ability to manage multiple priorities, adapt to changing business needs, and meet deadlines in a fast-paced environment
- Sound judgment and attention to detail, using critical thinking to make informed decisions and continuously improve processes
- Excellent communication and collaboration skills, with the ability to work effectively across Sales, Finance, Marketing, and other cross-functional teams while building strong relationships with stakeholders
Preferred Qualifications:- Experience collaborating with sales leaders and cross-functional teams in a dynamic, fast-paced environment, with the ability to adapt quickly to changing priorities and business needs
- Experience with Salesforce CPQ or similar quote-to-cash (CPQ) platforms (e.g., DealHub, Conga CPQ, Oracle CPQ, SAP CPQ, Logik.io, or Salesforce Revenue Cloud)
Compensation:- Base Salary: $85,000 - $90,000
- Target Bonus: $8,500
- Total On-Target Earnings (OTE): $93,500 - $98,500
