Sales Enablement & Operations Analyst

OnSite Partners LLC•Columbus, OH

8h•$80,000 - $95,000•Onsite

About The Position

The Sales Enablement & Operations Analyst plays a critical role in supporting the commercial organization by ensuring high-quality CRM data, enabling actionable sales insights, and driving effective lead generation and pipeline management processes. This role partners closely with sales, marketing, and business development teams to optimize sales performance, enhance customer engagement, and support growth across advisory services and energy as a service solutions.

Requirements

Bachelor’s degree in Business, Finance, Marketing, or related field
2–5+ years of experience in sales operations, sales enablement, or business analytics
Strong experience with CRM systems
Proficiency in data analysis and reporting tools (Excel, Power BI, Tableau, or similar)
Strong analytical and problem-solving skills with attention to detail
Data-driven decision-making
Process optimization and continuous improvement
Ability to translate complex data into clear business insights
High level of organization and execution discipline

Responsibilities

Maintain and optimize the company’s CRM system (e.g., Salesforce, Dynamics), ensuring data accuracy, completeness, and usability for the sales team
Establish and enforce data governance standards, pipeline hygiene, and reporting consistency
Manage opportunity tracking, sales stages, and forecasting processes
Support CRM enhancements, automation, and integrations with marketing tools
Develop and maintain sales dashboards and KPI tracking (pipeline health, conversion rates, win/loss, revenue performance)
Produce regular reporting packages for sales leadership (weekly, monthly, quarterly)
Analyze sales performance and provide actionable insights to improve conversion rates and sales productivity
Monitor and report on success metrics across advisory services and energy as a service offerings
Support the sales team with tools, materials, and processes to improve efficiency and effectiveness
Coordinate creation and maintenance of sales collateral, proposals, and pitch materials
Assist in onboarding and training of new sales team members on CRM tools and processes
Partner with marketing to align messaging, campaigns, and go-to-market strategies
Support lead generation initiatives, including campaign tracking, inbound/outbound lead management, and qualification processes
Ensure timely routing and follow-up of leads within the sales organization
Analyze lead sources and campaign performance to optimize acquisition strategies
Collaborate with business development to maintain a strong and balanced pipeline across target markets