Sales Operations Analyst

A. Duie Pyle • West Chester, PA

1d

About The Position

The Sales Operations Analyst supports the Sales organization by maintaining accurate data, producing recurring reports, improving sales processes, and supporting key cross-functional initiatives. This role also provides structured support for sales onboarding and select sales event logistics that help drive customer engagement and team alignment. This position works closely with Sales Leadership, National Accounts, Marketing, Finance, IT, and other partners to ensure data integrity, consistent reporting, and efficient, scalable sales operations.

Requirements

• Accurate sales activity, key accounts, performance, pipeline and territory data in Salesforce and other systems
• Preparing and distributing recurring reports for Sales Leaders, and National Account Managers
• Processing Quarterly sales incentives
• Overseeing sales performance reviews (including managing databases or folders supporting review cycles)
• Supporting National Accounts with customer data, reporting packages, and QBR preparation
• Coordinating creation and updates of customized customer reports as needed
• Supporting Quarterly Business Reviews (QBRs) with data pulls, slide preparation, and performance summaries
• Being a primary resource for routine Salesforce questions, basic troubleshooting, and system navigation for the sales team
• Conducting routine data cleanup, validation, and routine system audits to ensure data accuracy
• Maintaining sales documentation, templates, and process guides
• Assisting with system access coordination in partnership with IT
• Coordinating new Sales Representative onboarding, including scheduling, system setup, and training on: Salesforce, Outlook Exchange, iPhone/mobile tools, Expense reporting tools, Sales Intranet and internal workflow systems
• Maintaining and updating training and product knowledge materials at the direction of Sales Leadership
• Supporting onboarding in tools, reporting standards, and basic RevOps processes
• Supporting planning and coordination of customer engagement events
• Assisting with trade show logistics, including booth setup coordination, hotel bookings, meeting appointments, and registration management
• Maintaining and distributing the Sporting Event Ticket Log for Sales teams
• Providing operational support for Sales Meetings, including materials preparation, agenda coordination, and reporting packages
• Helping standardize, document, and maintain sales processes and operational workflows
• Partnering with Marketing to ensure accurate lead assignment and tracking
• Working with Finance and Sales Leadership to gather data for forecasting, budgets, and performance reviews
• Collaborating with IT on user access needs and minor system configuration adjustments
• Identifying opportunities for incremental process improvements that increase sales efficiency

Responsibilities

• Ensuring accurate sales activity, key accounts, performance, pipeline and territory data in Salesforce and other systems
• Preparing and distributing recurring reports for Sales Leaders, and National Account Managers
• Processing Quarterly sales incentives
• Overseeing sales performance reviews (including managing databases or folders supporting review cycles)
• Supporting National Accounts with customer data, reporting packages, and QBR preparation
• Coordinating creation and updates of customized customer reports as needed
• Supporting Quarterly Business Reviews (QBRs) with data pulls, slide preparation, and performance summaries
• Being a primary resource for routine Salesforce questions, basic troubleshooting, and system navigation for the sales team
• Conducting routine data cleanup, validation, and routine system audits to ensure data accuracy
• Maintaining sales documentation, templates, and process guides
• Assisting with system access coordination in partnership with IT
• Coordinating new Sales Representative onboarding, including scheduling, system setup, and training on: Salesforce, Outlook Exchange, iPhone/mobile tools, Expense reporting tools, Sales Intranet and internal workflow systems
• Maintaining and updating training and product knowledge materials at the direction of Sales Leadership
• Supporting onboarding in tools, reporting standards, and basic RevOps processes
• Supporting planning and coordination of customer engagement events
• Assisting with trade show logistics, including booth setup coordination, hotel bookings, meeting appointments, and registration management
• Maintaining and distributing the Sporting Event Ticket Log for Sales teams
• Providing operational support for Sales Meetings, including materials preparation, agenda coordination, and reporting packages
• Helping standardize, document, and maintain sales processes and operational workflows
• Partnering with Marketing to ensure accurate lead assignment and tracking
• Working with Finance and Sales Leadership to gather data for forecasting, budgets, and performance reviews
• Collaborating with IT on user access needs and minor system configuration adjustments
• Identifying opportunities for incremental process improvements that increase sales efficiency

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed