Sales Operations Analyst

Visa•Atlanta, GA

3d•$89,200 - $138,600•Hybrid

About The Position

The Analyst, Global CMS Sales Planning Excellence is a highly analytics-focused role responsible for building, maintaining, and enhancing sales planning models, reports, and insights for the Global Commercial & Money Movement Solutions (CMS) organization. This role is centered on data analysis, excel-based modeling, and analytical rigor that supports global sales planning, client segmentation, customer feedback programs, and performance monitoring. The analyst will spend most of their time building and maintaining excel-based models, preparing recurring and ad-hoc analytical outputs, validating and reconciling data, supporting client feedback surveys, and translating complex datasets into clear metrics, tables, and insights that support global CMS sales planning decisions.

Requirements

2 or more years of work experience with a Bachelor’s Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD)
2+ years of experience in an analyst role with a strong emphasis on data analysis and reporting.
Experience in sales planning, sales operations, finance, or business analytics roles.
Advanced Excel skills are required, including complex formulas, pivot tables, data modeling, and working with large datasets.
Proficiency in Microsoft Dynamics CRM is required, including extracting, validating, and analyzing data for reporting and planning purposes.
Strong analytical mindset with high attention to detail and data accuracy.
Strong team player, self-motivated, with the ability to work independently and manage multiple analytical workstreams in a fast-paced, global environment.
Excellent communication skills, including verbal, written, and presentation.
Active listening skills required.

Nice To Haves

4+ years of work experience with a bachelor's degree or at least 2 years of experience with an Advanced degree (e.g., Masters/MBA/JD/MD) or at least 1 year of work experience with a PhD.
Proficiency in Medallia is preferred, including response tracking, and insights generation.
Working knowledge of NPS methodology is preferred, including survey design principles, scoring, benchmarking, and action planning.
Ability to translate loosely defined business questions into structured analytical outputs.
Visa and financial/payment industry knowledge a plus.

Responsibilities

Build, maintain, and enhance excel-based sales planning and segmentation models to support forecasting, target setting, and performance tracking.
Analyze and validate data related to sales role taxonomy, role mapping, and operating model alignment across internal systems.
Support client segmentation analysis and internal coverage model for all the regions.
Execute analytical components of global client feedback surveys, including contact list analysis, response tracking, results analysis, and action plan development.
Apply NPS methodology to track, analyze, and report on client feedback metrics, including support for maintaining and exceeding NPS targets.
Leverage Medallia to monitor response rates and generate insights for leadership.
Develop and maintain standardized reports, dashboards, and trackers in Excel and Power BI that consolidate multi-region data into consistent, leadership-ready outputs.
Perform data validation, reconciliation, and quality checks across multiple data sources to ensure accuracy, consistency, and reliability.
Document data definitions, assumptions, and calculation logic to ensure analytical outputs are repeatable, scalable, and audit ready.
Support adoption of AI tools (e.g., ChatGPT, Microsoft Copilot) to drive business transformation and analytical efficiency.