Sales Operations Data Analyst

RevSpring • Nashville, TN

3d

About The Position

The Sales Operations Data Analyst supports Sales Operations through recurring reporting, forecasting support, CRM data quality and administration, and analysis for Sales leadership. The role prepares and maintains sales compensation, quota, and territory data; documents sales processes and metric definitions; and partners with Marketing, Finance, and Customer Success to align shared data and handoffs. Work is prioritized based on business needs and input from the Sales Operations Manager.

The position requires clear communication with technical and non-technical audiences, close attention to detail, and the ability to manage multiple deadlines. Physical duties include regular sitting, handling objects, reaching, and talking or hearing; occasional standing, walking, and lifting or moving up to 10 pounds. Reasonable accommodations may be made for individuals with disabilities.

Requirements

• At least 2 years of Salesforce.com experience; the posting specifies a minimum of 2–3 years.
• Working knowledge of Salesforce or a comparable CRM, including building reports and dashboards.
• Strong Excel or Google Sheets skills, including pivot tables, lookups, and formulas.
• Hands-on experience using AI tools to support reporting, including generating queries and formulas, summarizing data, and drafting dashboard commentary, with judgment to verify AI output before sharing.
• Clear written and verbal communication, including the ability to explain data to non-technical sales audiences.
• Detail-oriented and organized, with the ability to manage several deadlines.
• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
• Ability to write reports, business correspondence, and procedure manuals; present information effectively and respond to questions from internal and external sources.

Nice To Haves

• Salesforce Lightning and Classic UI experience preferred.
• Experience using other data tools, such as Salesforce Data Loader, is a plus.
• Salesforce Administrator certification preferred.

Responsibilities

• Build and maintain recurring dashboards and reports on pipeline, bookings, quota attainment, win rates, and sales cycle length.
• Support weekly, monthly, and quarterly forecast cycles by consolidating rep and manager submissions and flagging risks and gaps.
• Monitor Salesforce CRM data quality by running audits, correcting errors, and working with reps to resolve missing or inconsistent fields.
• Administer routine CRM changes, including fields, page layouts, reports, and user permissions; escalate larger changes to the Manager.
• Prepare and maintain sales compensation, quota, and territory data, and help resolve rep questions about reporting.
• Run ad hoc analyses, such as lead conversion, product mix, and rep productivity, and present findings to Sales leadership.
• Document sales processes and definitions, such as stage criteria and pipeline coverage, to support consistent application of metrics.
• Partner with Marketing, Finance, and Customer Success to align shared data and handoffs.
• Prioritize work based on business needs and input from the Sales Operations Manager.

What This Job Offers

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