ezCater

Senior Sales Operations Reporting & Insights Analyst (Remote)

ezCater$103K — $145K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in Sales Operations, Revenue Operations, or related data analysis roles.
  • Strong analytical and problem-solving skills with experience in large, complex data sets.
  • Proficiency with CRM platforms, especially Salesforce, and basic configuration knowledge.
  • SQL proficiency for data querying across multiple sources is required.
  • Experience with business intelligence tools like Sigma, Tableau, or Power BI for dashboard creation.
  • Solid understanding of sales processes and performance metrics, including compensation concepts.
  • High attention to detail and commitment to data quality and governance.

Responsibilities

  • Analyze sales performance data to identify trends and provide actionable insights.
  • Design and maintain sales dashboards and reports for various stakeholders.
  • Operationalize account and territory assignments with data integrity.
  • Support sales planning, including quotas and territory changes.
  • Partner with FP&A and Analytics on data models and transformations.
  • Collaborate with CRM teams to fulfill business requirements and improve data quality.
  • Prepare executive-ready presentations translating complex analyses into concise recommendations.

Benefits

  • Market competitive salary and stock options.
  • 12 paid holidays and flexible PTO.
  • 401K with company match.
  • Health, dental, and FSA options.
  • Long-term disability insurance and mental health resources.
  • Remote-hybrid work options with office access.
  • Opportunities for career growth and a culture valuing work/life harmony.
Full Job Description
The Senior Sales Operations Reporting & Insights Analyst is a key member of the Sales Operations team, responsible for driving accuracy, consistency, and insight in sales reporting across teams and internal systems. This role combines strong analytical skills with a deep understanding of sales KPIs, territory and account design, and sales compensation.

You will own and improve core sales reporting, operationalize account and territory assignments, and provide actionable insights to stakeholders across Sales, Finance, and Marketing. You will also partner closely with our CRM administration and Analytics/FP&A teams to ensure our data, dashboards, and compensation-related reporting are reliable and scalable.

What You'll Do:
  • Analyze sales performance data to identify trends, forecast outcomes, and surface actionable insights for Sales, Finance, and leadership.
  • Design, build, and maintain sales dashboards and reports for reps, managers, and executives (e.g., bookings, pipeline, attainment, productivity).
  • Own and operationalize account and territory assignments, including rules of engagement and book-of-business changes, ensuring data integrity and fairness across the sales organization.
  • Support annual and in-year sales planning, including quotas, territory changes, and goal-setting inputs.
  • Partner with FP&A and Analytics to build data models, SQL transformations, and commission-related datasets.
  • Collaborate with the CRM administration team (Salesforce, HubSpot) to translate business requirements into data structures, fields, and workflows; monitor and improve data quality.
  • Assist in sales forecasting by providing clean data sets, scenario analysis, and clear views of trends vs. targets.
  • Monitor key sales KPIs (conversion, pipeline coverage, win rates, productivity, attainment, etc.) and identify opportunities to improve performance and process efficiency.
  • Troubleshoot and improve data connectors, ETL logic, and BI assets (e.g., Sigma/Tableau dashboards and underlying models) in partnership with Analytics/Data teams.
  • Prepare clear, executive-ready presentations and summaries that translate complex analyses into concise recommendations for senior leadership.
  • Build strong cross-functional partnerships with Sales, Finance, Marketing, and other GTM teams to ensure alignment on definitions, reports, and operating rhythms.

What You Have:

  • 5+ years of experience in Sales Operations, Revenue Operations, data analysis, or a closely related role.
  • Strong analytical and problem-solving skills; comfortable working with large, complex data sets and ambiguous problems.
  • Proficiency with CRM platforms (Salesforce required; HubSpot a plus), including reporting and basic configuration concepts.
  • Proficiency with SQL for querying and validating data across multiple sources.
  • Experience with business intelligence / data visualization tools (e.g., Sigma, Tableau, Power BI); able to build and iterate on dashboards and reports.
  • Solid understanding of sales processes and sales performance metrics, including territory or book-of-business design, pipeline and forecasting metrics, and sales compensation concepts.
  • High attention to detail with a strong bias toward data quality, governance, and reproducible reporting.
  • Excellent communication skills, with the ability to translate technical or analytical findings into clear, business-focused narratives.
  • Proven ability to manage multiple priorities and stakeholders in a fast-paced, cross-functional environment.
  • Experience working closely with FP&A, Analytics, and/or Data teams on shared models, dashboards, and financial reporting is strongly preferred.
  • Ability to travel up to 5 days per quarter for Together Weeks, team gatherings and other events, when applicable.

The national total targetcash compensation range for this position, including base salary and bonus target, is $103,000 - $145,000 annually.*

*Please note: Final offer amounts are determined by multiple factors, including prior experience, expertise and region & may vary from the amount above. This range does not represent additional compensation benefits (such as equity, 401K or medical, dental or vision insurance).

ezCater does not sponsor applicants for work visas or legal permanent residence.

What You'll Get from Us:

You'll get a terrifically compelling experience in an innovative, high performing environment. You'll get to work with engaged and passionate colleagues on challenging and impactful projects. You will have opportunities to grow in your career, and work in a place that values work/life harmony.

Oh, and you'll get all this: Market competitive salary, stock options that you'll help make worth a lot, 12 paid holidays, flexible PTO, 401K with ezCater match, health/dental/FSA, long-term disability insurance, mental health and family planning resources, remote-hybrid work from our awesome Boston office OR your home OR a mixture of both home and office, a tremendous amount of responsibility and autonomy, wicked awesome co-workers, employee meal program (and many more goodies) when you're in our office, and knowing that you helped transform the food for work space.

#BI-Remote

About ezCater

ezCater is an online marketplace for business catering. The company was founded in 2007 by Stefania Mallett and Briscoe Rodgers and is based in Boston, Massachusetts. ezCater connects businesses with local caterers and restaurants, providing a streamlined ordering and delivery process. The company has partnerships with over 60,000 restaurants and caterers across the United States and has served over 2.5 million business customers. ezCater has raised over $300 million in funding and was valued at $1.25 billion in 2019.
Learn more about ezCater
Size
1,000 employees
Industry
Founded
2007

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