Senior Sales Operations Analyst

DISCO•Austin, TX

About The Position

The Senior Sales Operations Analyst is a critical partner to our sales and customer success leadership, providing strategic data analysis, business process optimization, and technical expertise to drive efficiency and effectiveness across the organization. This role requires a strong analytical mindset, deep knowledge of sales and customer success processes, as well as proficiency with sales tech stack systems.

Requirements

5+ years of progressive experience in Sales Operations, Customer Success operations, Business Analysis, or a closely related analytical role, preferably within a B2B SaaS or technology environment.
Expert-level proficiency with Salesforce and Outreach
Advanced skills in Microsoft Excel or Google Sheets (pivot tables, complex formulas, data modeling).
Demonstrated experience translating complex data sets into clear, executive-level insights and presentations.
Strong understanding of standard sales methodologies and the end-to-end sales process (pipeline management, forecasting, compensation).
Excellent communication, interpersonal, and presentation skills.
Experience with SQL for querying large-scale data warehouses to extract, manipulate, and analyze sales performance data.
Experience with business intelligence (BI) tools (e.g., Quicksight, Tableau, Power BI, Looker).

Nice To Haves

Experience in Legal tech
Bachelor’s degree in Business, Finance, Economics, Math or a related field.
Experience in a rapidly growing or scaling organization.
Authorization to Work in the U.S.: Candidates must be legally authorized to work in the United States without sponsorship now or in the future. DISCO is not currently sponsoring visas, including, but not limited to, H-1B, TN, or EAD, and we are not accepting visa transfers.

Responsibilities

Develop, maintain, and deliver key performance metrics, dashboards, and reports (e.g., pipeline health, forecasting accuracy, rep performance, territory analysis).
Perform deep-dive analysis on sales/ customer success trends, identify areas for improvement, and translate findings into actionable recommendations for Sales and Customer Success leadership.
Support annual planning processes to include territory design.
Identify and implement process improvements ensuring consistency, compliance, and optimal efficiency from lead to close to retention.
Manage and govern the data quality within the CRM (Salesforce), Outreach and other critical sales technology platforms.
Develop and document clear and scalable Standard Operating processes and policies.
Act as a subject matter expert (SME) for the primary CRM system, and /or other sales / customer success tech stack platforms (e.g., Salesforce and Outreach), handling configuration, reporting needs, and system enhancements.
Evaluate, implement, and manage the integration of various sales / customer enablement tools (e.g., forecasting tools, sales engagement platforms).
Provide training and support to the Sales team on process changes and technology usage.
Serve as a critical link between Sales and Finance, Business Intelligence, Business applications, marketing, etc ensuring alignment on definitions, processes, and reporting.
Support the monthly/quarterly sales forecasting process, ensuring accuracy and timeliness.