Sales Analyst

HireRight•Tulsa, OK

1d•Onsite

About The Position

We are seeking a highly skilled and detail-oriented Sales Analyst to join our Tulsa-based Sales Support team. This role plays a vital part in in accelerating revenue growth by assisting Sales and Account Managements teams throughout the sales and implementation process. The Sales Analyst will manage key aspects of the customer lifecycle in Salesforce, ensuring timely and accurate completion of documentation, and provide actionable insights that support the closing of opportunities. In addition, this position will serve as a knowledgeable, customer-facing resource throughout onboarding to drive a smooth, high-quality client experience. This role requires strong Salesforce expertise (including Opportunities, Case Ticketing, CPQ/CLM, and Fulfillment Accounts) as well as a deep understanding of sales processes, documentation workflows, and cross-functional collaboration.

Requirements

3–5 years of experience in Sales Support, Sales Operations, or Sales Implementation roles
Strong working knowledge of Salesforce, including Opportunities, CPQ/CLM, and Case workflows
Excellent communication and client-facing skills
Experience in collaborating across Sales, Legal, Finance and Implementation teams
Strong organizational and problem-solving skills, with ability to manage multiple priorities in a fast-paced environment.
Analytical mindset with experience using sales data to identify opportunities, improve quality, and enforce compliance requirements

Responsibilities

Utilize Salesforce to manage Opportunities, Cases, Fulfillment Accounts, and maintain accurate customer lifecycle records.
Review, complete, and manage contractual and implementation documents, including Service Agreements, Subscriber Applications, MVR Affidavits, Credentialing Forms, Name Changes Amendments, Modifications, and Change Order Forms.
Serve as a client-facing expert to guide customers through required documentation and onboarding steps, ensuring clarity and compliance.
Support the sales cycle by completing Statements of Work, assisting with pricing and CPQ/CLM entries, and providing data-driven insights that strengthen proposals and improve win rates.
Collaborate with sellers, account managers, and clients to review package contents and documentation needs, ensuring all dependent products and processes are addressed to reduce rework and improve overall sales quality.
Partner with Sales, Legal, Implementation to streamline workflows, enhance compliance, and ensure timeline client onboarding.