Sales Operations Analyst

Thomson ReutersFrisco, TX
$58,100 - $107,900Hybrid

About The Position

We are seeking a highly analytical and detail-oriented Sales Operations Analyst to support the sales organization at Thomson Reuters (Tax & Accounting) Inc. Sitting at the operational layer between BI reporting and sales execution, this role turns trusted CRM and sales data into accurate reporting, validated sales lists, campaign-ready files, and clear data-quality feedback loops. The analyst helps sellers, managers, marketing, customer success, and operations teams act on data they can trust — a hands-on, high-impact role and a recognized entry point into revenue strategy.

Requirements

  • 2–4 years of experience in sales operations, revenue operations, BI/reporting, or a similar data role; or equivalent education plus relevant experience.
  • Hands-on experience with Salesforce (or a comparable CRM) reporting and dashboards.
  • Strong Excel skills, including filtering, deduplication, lookups/joins, data cleanup, and preparing import-ready files.
  • Comfort with basic SQL for pulling, shaping, validating, and reconciling data.
  • Experience with a BI/visualization tool such as Power BI or Tableau.
  • Ability to translate ambiguous business requests into clear data criteria, filters, and validation steps.
  • Strong attention to detail and a habit of validating numbers, IDs, filters, and list logic before anything reaches Sales or leadership.
  • Strong communication skills, with the ability to explain what a number, list, or record set means and where it comes from to both technical and non-technical audiences.

Nice To Haves

  • Bachelor's degree in Business, Finance, Statistics, Economics, or a related field is a plus.
  • Familiarity with data-quality concepts (accuracy, completeness, duplication, source-system matching), campaign/data-loader workflows, sales engagement tools, or Snowflake is a plus.

Responsibilities

  • Build and maintain the standard sales reporting suite — pipeline, activity, win rates, forecast accuracy, and territory performance — in Salesforce and Power BI.
  • Maintain CRM data integrity by running audits and resolving issues such as mis-staged opportunities, missing fields, duplicate accounts, and conflicting territory ownership.
  • Create and validate account and contact lists for prospecting, whitespace, winback, migration, renewal, cross-sell, and campaign motions.
  • Translate business requests from Sales, Marketing, Customer Success, and Operations into clear list criteria, filters, exclusions, and repeatable, reusable data logic.
  • Validate product ownership, spend, customer status, open-opportunity suppression, territory assignment, and campaign eligibility before lists are distributed.
  • Prepare campaign-ready and CRM-ready files with the required identifiers and source-system keys for imports, sales engagement cadences, and marketing activation.
  • Turn KPI definitions into consistent operational reporting — one trusted version of each metric — and follow report certification standards.
  • Identify and implement process improvements that enhance sales efficiency; reduce duplicate ad hoc requests by documenting standard list types, reusable filters, and definitions.
  • Serve as an escalation point for complex reporting, routing, or data issues the frontline sales team can't resolve.
  • Identify, document, and route data-quality issues — duplicates, missing IDs, incorrect territory assignment, incomplete product ownership, and source-system mapping gaps — to the right owners.

Benefits

  • Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset.
  • Empowering employees to achieve a better work-life balance.
  • Fostering a culture of continuous learning and skill development.
  • Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI-enabled future.
  • Comprehensive benefit plans to include paid leave, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.
  • Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more.
  • Two paid volunteer days off annually and opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives.
  • Market competitive health, dental, vision, disability, and life insurance programs.
  • Competitive 401k plan with company match.
  • Competitive vacation, sick and safe paid time off, paid holidays (including two company mental health days off), parental leave, sabbatical leave.
  • Optional hospital, accident and sickness insurance paid 100% by the employee.
  • Optional life and AD&D insurance paid 100% by the employee.
  • Flexible Spending and Health Savings Accounts.
  • Fitness reimbursement.
  • Access to Employee Assistance Program.
  • Group Legal Identity Theft Protection benefit paid 100% by employee.
  • Access to 529 Plan.
  • Commuter benefits.
  • Adoption & Surrogacy Assistance.
  • Tuition Reimbursement.
  • Access to Employee Stock Purchase Plan.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service