Sales Operations Analyst

ICBD • Fort Lauderdale, FL

43d • Onsite

About The Position

The Sales Operations Analyst is a key member of the Business Development team responsible for enabling data-driven decision-making and improving sales effectiveness across the organization. This role will focus on the design, development, automation, and analysis of key performance indicators (KPIs), dashboards, forecasts, and strategic insights derived from Salesforce. Tableau, and Power BI experience is not required but a plus. The ideal candidate is highly analytical, detail-oriented, and passionate about transforming complex data into actionable intelligence that supports business growth. They will work closely with sales leadership, marketing, finance, and operations to deliver robust reporting, conduct performance analysis, and identify opportunities to enhance sales productivity, forecasting accuracy, and revenue outcomes. This position requires strong technical skills in data visualization and reporting, a deep understanding of sales metrics and pipeline dynamics, and the ability to communicate findings clearly to both technical and non-technical stakeholders. It is a hands-on, operational role that plays a critical part in scaling a fast-growing healthcare organization and enabling the success of our Business Development efforts.

Requirements

• 3+ years of experience with Salesforce Sales Cloud and Salesforce Reporting
• 3+ years of experience in sales operations, business analytics, or similar data-focused roles, ideally within a SaaS, healthcare, or high-growth environment.
• Hands-on experience building dashboards and reports in Salesforce (Lightning preferred)
• Strong analytical skills with experience in data modeling, forecasting, and pipeline analysis.
• Deep understanding of sales metrics, funnel conversion, pipeline velocity, forecasting methodologies, and revenue reporting.
• Experience with Salesforce data structures, including building and customizing reports, dashboards, and fields.
• Advanced proficiency in Excel or Google Sheets for data analysis, forecasting, and scenario modeling.
• Demonstrated ability to translate data into meaningful visualizations and actionable business insights.
• Strong collaboration skills with experience working cross-functionally across Business Development, Marketing, Finance, and Operations teams.
• Excellent written and verbal communication skills with the ability to present complex information to non-technical stakeholders.
• Ability to manage multiple priorities and deadlines in a fast-paced, dynamic environment.
• Willingness to submit to drug and background screenings.

Nice To Haves

• Experience with Tableau, and Power BI is preferred but not required.
• Experience with SQL or other data querying languages is a plus.
• Experience supporting incentive compensation, territory planning, or sales planning is preferred but not required.

Responsibilities

• Design, build, and maintain reports and dashboards in Salesforce to track KPIs, sales performance, pipeline health, conversion metrics, and revenue trends.
• Partner with Business Development leadership to define, refine, and evolve key metrics that align with company objectives and go-to-market strategy.
• Conduct detailed analysis of sales data including pipeline movement, activity metrics, conversion rates, and forecasting accuracy to identify patterns, risks, and opportunities.
• Support quarterly and annual planning processes through data modeling, territory and quota analysis, and forecast development.
• Collaborate with Marketing, Finance, and Operations to ensure data integrity and consistency across systems and to provide actionable insights that improve campaign performance and lead-to-close conversion.
• Deliver regular reporting packages and executive-level dashboards, as well as ad hoc analyses, to support strategic decision-making.
• Develop and document standardized reporting definitions, processes, and governance practices to ensure accuracy and consistency across all Business Development reporting.
• Monitor data quality within Salesforce and other reporting platforms, identifying gaps or inconsistencies and partnering with stakeholders to resolve them.
• Build and maintain self-service analytics tools and dashboards to empower sales leaders and front-line teams with real-time insights.
• Provide insights and recommendations to improve sales productivity, shorten deal cycles, and increase pipeline velocity based on data-driven findings.
• Support the development and tracking of sales incentives, compensation plans, and performance metrics to help align and motivate the Business Development team.
• Assist in evaluating and implementing new tools, data sources, or automation technologies that improve reporting, forecasting, and operational efficiency

Benefits

• 21 paid days off (15 days of PTO, which increases with tenure, plus 6 holidays).
• Flexible Spending Account (FSA) and Health Savings Account (HSA) options.
• Medical, dental, vision, long-term disability, and life insurance.
• Generous 401(k) with up to 6% employer match.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees