Sales Strategy & Operations Associate

About The Position

As the Sales Strategy and Operations Associate you will help own the measurement and insight layer across the sales funnel, translating data into clear, actionable guidance for GTM leaders. This role partners closely with Operations, Sales, and Finance to define success metrics, improve forecasting and attribution, and drive data-backed investment decisions.

Requirements

4+ years of experience working in Sales Operations at a B2B SaaS company
2+ years of experience B2B Data Analysis, and Insights presentation building and delivery to stakeholders
Experience working within data visualization, CRM, and other business intelligence tools (e.g. Looker, Salesforce)
You have deep understand of core Sales KPIs and what drives them
Proactive self-starter and ability to work independently in a dynamic environment
Strong communication and organizational skills and experience presenting to senior leadership teams
Advanced abilities in Microsoft Excel and/or G-Sheets (V-lookups, pivot tables, complex formula statements)
Impeccable attention to detail in analytics and documentation, leaving no uncertainty to key stakeholders when reviewing the teams work

Nice To Haves

Experience with Sales & AI tools such as Salesforce, and n8n and understand the data flows between and have experience in other areas of marketing/operations
Proficient with SQL and able to identify and fix code in collaboration with data analytics teammates

Responsibilities

Recurring Revenue Reporting and Insights
Own KPI reporting and insights to identify and recommend opportunities to drive funnel conversion and SLA performance
Regular analysis of Sales data broken down by Region, Territory, to help Sales Leadership with key decisions on opportunities of growth and risks
Develop and maintain tracking systems for key performance indicators (KPIs) related to sales operations.
Collaborate with systems team to improve data quality and integrity in sales systems and databases, identifying opportunities to automate reporting processes
Strategic Projects/Planning/Cross Functional Collaboration
Develop a deep understanding of G2’s sales motion and drivers of sales/GTM performance
Proactively identify opportunities for improving G2’s annual planning and ongoing processes
Lead workstreams in the G2’s annual planning cycle including but not limited to Pipeline, Input Metrics and Integration
Establish and maintain strong collaborative relationships with cross-functional teams and stakeholders.
Work closely with sales, marketing, finance, and operations teams to drive alignment and achieve shared goals.
Act as a liaison between sales operations and other departments to facilitate communication and coordination.
Ad Hoc Reporting
Conduct ad hoc analysis to identify drivers of business and sales performance, translating data insights into actionable recommendations for sales strategy and execution.