Sales Operations Data Analyst

RevSpring • Nashville, TN

2d

About The Position

The Sales Operations Data Analyst supports sales operations through recurring reporting, forecast support, CRM data quality and administration, and ad hoc analysis. The role prepares and maintains sales compensation, quota, and territory data; helps resolve sales representatives’ reporting questions; and documents sales processes and metric definitions to promote consistent use of data. The analyst partners with Marketing, Finance, and Customer Success to align shared data and handoffs, and prioritizes work based on business needs and input from the Sales Operations Manager.

Requirements

• At least 2–3 years of experience with Salesforce.com; experience with both Lightning and Classic UI is preferred.
• 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, such as generating queries and formulas, summarizing data, and drafting dashboard commentary, with the judgment to verify AI output before sharing it.
• Clear written and verbal communication skills, with 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.
• Ability to effectively present information and respond to questions from a variety of internal and external sources.

Nice To Haves

• Experience using other data tools, such as Salesforce Data Loader.
• Salesforce Administrator certification.

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 representative and manager submissions and flagging risks and gaps.
• Monitor Salesforce data quality by running audits, correcting errors, and working with representatives to resolve missing or inconsistent fields.
• Administer routine CRM changes, including fields, page layouts, reports, and user permissions, and escalate larger changes to the Manager.
• Prepare and maintain sales compensation, quota, and territory data, and help resolve representative questions about reporting.
• Run ad hoc analyses, such as lead conversion, product mix, and representative productivity, and present findings to Sales leadership.
• Document sales processes and definitions, such as stage criteria and pipeline coverage, so metrics are applied consistently.
• 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
• Education Level: No Education Listed