Sales Opeerations Analyst

Access One • Chicago, IL

14h • $65,000 - $75,000 • Hybrid

About The Position

The Sales Operations Analyst supports the day-to-day operational and reporting needs of the Sales organization. This role focuses on data accuracy, reporting execution, and system support, enabling Sales leadership to operate with reliable information and consistent processes. This is a hands-on, execution-oriented role for someone early in their Sales Operations career. The Analyst works closely with Sales Operations leadership and translates guidance into usable reports, templates, and workflows. This role does not own sales strategy, system architecture, or revenue forecasting.

Requirements

• Bachelor’s degree in Business, Analytics, Finance, or related field
• 1–3 years of experience in Sales Operations, Business Operations, or Analyst roles
• Working knowledge of Salesforce reporting and CRM fundamentals
• Intermediate Excel skills (pivot tables, filters, basic lookups)
• Strong attention to detail and data accuracy

Responsibilities

• Support Salesforce administration and daily system operations under leadership guidance
• Maintain CRM data hygiene, including account, contact, and opportunity updates
• Build and maintain basic custom Salesforce reports and dashboards to support sales visibility
• Assist with user access, permissions, and simple configuration tasks
• Document reporting logic and field definitions as they are created
• Escalate system limitations or improvement opportunities to Sales Operations leadership
• Create and maintain recurring sales reports based on leadership direction
• Build custom Excel reports and templates to support pipeline, bookings, and activity tracking
• Perform basic analysis to identify data issues, trends, or anomalies
• Partner with Sales Operations leadership to refine reports as needs evolve
• Maintain lightweight documentation for reports and data definitions
• Prepare and validate data inputs for forecasting cycles
• Update forecast reports and tracking files
• Monitor changes between forecast submissions
• Ensure forecast materials are delivered accurately and on time
• Help translate informal workflows into simple, repeatable processes
• Create lightweight documentation for reports, tools, and workflows supported
• Assist with onboarding by explaining reports and systems to new users
• Identify friction points and propose improvements for leadership review

Benefits

• health
• dental
• vision
• matching 401k
• PTO
• Flexible work environment
• Hybrid schedule: 3 days in office/ 2 days remote

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level