Sr. Sales Operations Analyst

Rectangle Health

$80K — $100K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business, Finance, Statistics, or related field.
  • 5+ years in Sales Operations, Business Intelligence, or Revenue Analytics.
  • Advanced Salesforce (preferred) or HubSpot administration skills.
  • Proficient in data visualization tools like Tableau, Power BI, or Looker.
  • Expertise in Excel, including advanced formulas and pivot tables.
  • Strong communication skills for presenting complex data to executives.

Responsibilities

  • Build and maintain dashboards in CRM and BI tools.
  • Monitor critical sales KPIs like pipeline health and win rates.
  • Translate data trends into visual stories for the team.
  • Synthesize complex datasets into high-level presentations.
  • Conduct performance briefings for sales leadership.
  • Identify performance gaps and operational drivers.
  • Perform regular data hygiene checks in Salesforce.

Benefits

  • Employer Paid Low Medical Plan for Employee & Dependents (HSA Eligible).
  • Employer Paid Dental & Vision for Employee.
  • Employer Paid Life Insurance for Employee.
  • Employer Paid Long-term Disability for Employee.
  • 15 days PTO & 7 Sick Days Annually.
  • 401(k) Matching up to 3%.
Full Job Description
Sr. Sales Operations Analyst

Position Overview:

The Sales Operations Analyst drives business growth by turning complex sales data into actionable executive insights. This role focuses on building analytical dashboards, maintaining CRM data integrity, and developing accurate sales forecasts to guide strategic leadership decisions.
Primary Job Duties:

Reporting & Dashboards
  • Build Dashboards: Design and maintain automated performance dashboards in CRM and BI tools.
  • Track Key Metrics: Monitor critical sales KPIs including pipeline health, win rates, and sales cycle velocity.
  • Deliver Insights: Translate raw data trends into clear, visual stories for the commercial team.

Executive Read-Outs
  • Prepare Presentations: Synthesize complex datasets into high-level PowerPoint or Google Slides presentations.
  • Brief Leadership: Conduct regular performance briefings for sales directors and C-suite executives.
  • Explain Variance: Highlight performance gaps and identify specific operational drivers behind the numbers.

Data Integrity
  • Audit CRM Systems: Perform regular data hygiene checks within Salesforce
  • Enforce Compliance: Establish strict data entry protocols for account managers and sales reps.
  • Standardize Pipelines: Cleanse historical data to ensure accurate year-over-year reporting.
  • Analyze Pipeline: Evaluate coverage ratios to flag early risks in achieving sales targets.
Qualifications
  • Education: Bachelor's degree in Business, Finance, Statistics, or a related field.
  • Experience: 5+ years of experience in Sales Operations, Business Intelligence, or Revenue Analytics.
  • CRM Expertise: Advanced administration skills in Salesforce (preferred) or HubSpot.
  • BI Tools: Proficiency in data visualization platforms like Tableau, Power BI, or Looker.
  • Advanced Excel: Mastery of formulas, pivot tables, data modeling, and index/match functions.
  • Communication: Proven ability to present technical data clearly to non-technical executives.


Compensation & Benefits:
  • $80,000 - $100,000 annual base salary (commensurate with experience)
  • Competitive Medical Health Plans, Low, Mid, High.
    • Employer Paid Low Medical Plan for Employee & Dependents (HSA Eligible)
    • Employer Paid Dental & Vision for Employee
    • Employer Paid Life Insurance for Employee
    • Employer Paid Long-term Disability for Employee
    • Employer Paid Hospital Confinement for Employee ~ (If enrolled in Medical)
    • + Voluntary Supplemental Insurance Coverage Options
  • 15 days PTO & 7 Sick Days Annually
  • 10 Fixed Paid Holidays Off Annually
  • 401(k) Matching up to 3%


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