Sales Operations Analyst

ORANGE EV LLC•Kansas City, KS

79d

About The Position

The Sales Operations Analyst is a critical member of the Sales Operations team, responsible for transforming Salesforce CRM data into reporting, analysis, and insights that drive revenue performance. The role owns forecast accuracy, pipeline visibility, and sales stage analytics for the commercial team, and connects field activity to business outcomes. It partners directly with sales leadership to identify risk, surface opportunity, and enable informed decisions throughout the sales funnel. Its primary accountability is delivering accurate, timely, and actionable Salesforce sales analytics to improve forecast confidence, increase pipeline coverage, and help sales leadership manage territory performance.

Requirements

3–5+ years of experience in a sales operations, revenue operations, or sales analytics role.
Hands-on Salesforce experience in a reporting and analytics capacity (required).
Demonstrated ability to build and maintain pipeline, forecast, and territory reports.
Advanced Microsoft Excel skills, including pivot tables, Power Query, data modeling, and complex formulas.
Strong analytical thinking and ability to translate data into a clear narrative.
Experience supporting a quota-carrying sales team in a B2B environment.
Clear, confident written and verbal communication skills.

Nice To Haves

Experience with Power BI or comparable data visualization tools.
Advanced Python skills for data analysis, including pandas, NumPy, and data pipeline development.
Salesforce reporting certification or equivalent demonstrated proficiency.
Familiarity with CRM data governance and field-level configuration.
Background in industrial, manufacturing, transportation, or clean energy sectors.
Experience with sales forecasting methodologies, including commit-based, weighted pipeline, or AI-assisted methods.

Responsibilities

Own weekly Salesforce forecast reporting, including commit, best case, and pipeline views by representative, region, and vertical.
Analyze pipeline coverage relative to quota and flag coverage gaps for leadership review.
Track forecast accuracy and identify patterns in representative-level sandbagging or overcommitting.
Maintain and refine opportunity scoring to improve forecast reliability.
Build and maintain rolling pipeline trend reports to provide early warning of funnel deterioration.
Analyze stage-to-stage conversion rates to identify drop-off points and bottlenecks.
Track average sales cycle length by product, segment, vertical, and representative, and surface meaningful variance.
Alert sales leadership to stalled deals and aging opportunities before they become at-risk.
Analyze win/loss patterns and connect outcomes to identifiable deal characteristics.
Build and maintain territory coverage dashboards showing activity, pipeline, and closed revenue by geographic region and assigned representative.
Report on quota attainment progress and identify representatives or territories trending behind plan.
Support territory planning and realignment with data-backed recommendations.
Track penetration rates within key verticals and customer segments.
Monitor Salesforce representative activity metrics, including calls, meetings, demos, and proposal submissions.
Analyze relationships between activity inputs and pipeline outcomes to identify high-leverage behaviors.
Build leaderboard and performance scorecards for weekly and monthly sales reviews.
Support quota-setting and capacity planning with historical performance data.
Own Salesforce data hygiene standards for the commercial team, including required fields, stage definitions, and opportunity documentation.
Identify and correct data entry gaps that compromise reporting accuracy.
Partner with the Sales Operations Manager and IT on Salesforce configuration and reporting enhancements.
Develop and maintain documentation for Salesforce reporting standards and definitions.
Prepare weekly, monthly, and quarterly sales performance packages for leadership review.
Build and maintain Salesforce dashboards that provide executive visibility into revenue KPIs.
Respond to ad hoc analytical requests from the VP of Sales, Revenue Operations, and the leadership team.
Present findings clearly and provide recommended actions, not just data.