Sales Operations - Senior Associate
About The Position
The Sales Operations Lead plays a key role in enabling data-driven decision-making across the firm’s growth organization. This individual supports sales operations through analytics, forecasting, and reporting while serving as a trusted partner to Growth, Finance, and Segment leaders. Utilize AI tools and platforms to design, build, and deploy intelligent agents that automate business processes, reporting workflows, data analysis, and operational tasks to improve efficiency, scalability, and decision-making. Develop, maintain, and enhance sales forecasting models, pipeline reports, and performance dashboards. Analyze large, complex datasets to identify trends in bookings, pipeline health, quota attainment, and sales productivity. Deliver actionable insights related to sales performance, capacity planning, and growth forecasts. Support recurring reporting cadences, including weekly, monthly, and quarterly business reviews. Ensure data quality, accuracy, and consistency across CRM, finance, and reporting tools. Partner with stakeholders to define metrics, KPIs, and reporting standards aligned with firm objectives. Support ad hoc reporting and analysis requests. Support sales enablement initiatives by providing analytics that inform account planning, pursuit strategy, and pipeline prioritization. Drive process improvements across the sales lifecycle, including forecasting, opportunity tracking, and performance reporting. Collaborate with Finance and Growth teams to support revenue planning, budget forecasting, and variance analysis. Translate business questions into clear analytical approaches and concise outputs. Contribute to documentation, training materials, and best practices related to sales data, analytics, and reporting.
Requirements
- Bachelor’s degree in Business, Finance, Accounting, Economics, Data Analytics, Data Science, or a related field
- 4-6 years of experience in sales operations, analytics, finance, or a related role, preferably within a consulting or professional services environment
- Demonstrated ability to use AI tools and platforms
- Advanced Excel skills, including complex formulas, pivot tables, financial modeling, and scenario analysis
- Proficiency in data modeling, visualization, and dashboard development
- Experience working with large datasets and translating analysis into actionable business insights
- Strong analytical, communication, and stakeholder management skills
- Ability to thrive in a fast-paced, matrixed organization
Nice To Haves
- Master’s degree
- Experience with CRM platforms such as Microsoft Dynamics, Sales Force, etc.
- Knowledge of professional services sales models and forecasting methodologies
- Experience supporting executive-level reporting and leadership presentations
Responsibilities
- Utilize AI tools and platforms to design, build, and deploy intelligent agents that automate business processes, reporting workflows, data analysis, and operational tasks to improve efficiency, scalability, and decision-making
- Develop, maintain, and enhance sales forecasting models, pipeline reports, and performance dashboards
- Analyze large, complex datasets to identify trends in bookings, pipeline health, quota attainment, and sales productivity
- Deliver actionable insights related to sales performance, capacity planning, and growth forecasts
- Support recurring reporting cadences, including weekly, monthly, and quarterly business reviews
- Ensure data quality, accuracy, and consistency across CRM, finance, and reporting tools
- Partner with stakeholders to define metrics, KPIs, and reporting standards aligned with firm objectives
- Support ad hoc reporting and analysis requests
- Support sales enablement initiatives by providing analytics that inform account planning, pursuit strategy, and pipeline prioritization
- Drive process improvements across the sales lifecycle, including forecasting, opportunity tracking, and performance reporting
- Collaborate with Finance and Growth teams to support revenue planning, budget forecasting, and variance analysis
- Translate business questions into clear analytical approaches and concise outputs
- Contribute to documentation, training materials, and best practices related to sales data, analytics, and reporting
Benefits
- Medical, Rx, Dental & Vision Insurance
- Personal and Family Sick Time & Company Paid Holidays
- Position may be eligible for a discretionary variable incentive bonus
- Parental Leave and Adoption Assistance
- 401(k) Retirement Plan
- Basic Life & Supplemental Life
- Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts
- Short-Term & Long-Term Disability
- Student Loan PayDown
- Tuition Reimbursement, Personal Development & Learning Opportunities
- Skills Development & Certifications
- Employee Referral Program
- Corporate Sponsored Events & Community Outreach
- Emergency Back-Up Childcare Program
- Mobility Stipend
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What This Job Offers
Job Type
Full-time
Career Level
Senior
