Senior Sales Operations Analyst

RingCentral•Denver, CO

About The Position

As a Senior Sales Operations Analyst for Professional Services (PS), you will be the strategic financial and operational engine behind our post-sales organization. This role is designed for a high-performer who thrives on Direct Executive Visibility. You will be working closely with senior and executive leadership to translate project management data (like LOE, Utilization Rates, Project Margin), bookings data (like Discount Rates, PS Bookings, Attach Rates) into financial forecasts and operational reports that drive the business. You will manage the forecasting motion for PS bookings and revenue, own the operational partnership with the PS business leaders, and act as a primary business partner with the FP&A team. This position offers a front-row seat to the decision-making processes of a global SaaS leader, requiring a unique blend of FP&A rigor, operational insight and professional services knowledge.

Requirements

Experience: 4-6 years of work experience in a business operations, FP&A, or analytics, preferably within a Professional Services or SaaS environment.
Executive Presence: Proven ability to communicate complex financial insights and "tell the story" behind the data to senior and executive stakeholders.
Technical Mastery: Expert proficiency in MS Excel and Salesforce (SFDC) data/reporting. Experience with Monday.com or similar ProServ tools is highly preferred.
Demonstrated ability to architect dashboards and data modeling in Tableau.
Analytical Problem Solving: Ability to identify issues in straightforward situations, generate solutions, and make sound decisions using financial and business acumen.
PS Metrics Knowledge: Deep understanding of services-specific metrics, including Utilization, LOE, resource allocation, sales/bookings, cycle time, etc.
Education: Bachelor’s degree in Finance, Business Administration, or a related analytical field.

Nice To Haves

Innovation & AI: Experience leveraging AI/LLMs to automate data structuring, synthesize complex reporting, and drive predictive insights within a post-sales environment.
Salesforce Expertise: Experience with the development side of Salesforce (SFDC) or a current SFDC Admin Certification; ability to understand and influence data architecture and object relationships.

Responsibilities

Executive Partnership & Advisory: Act as a strategic consultant to PS Executive Leadership. Provide data-driven recommendations on forecast trends, pricing strategies, and operational improvements. Present formal reports and dashboards that characterize global business performance.
Forecast & Planning Consolidation: Lead the monthly/quarterly forecasting motion for PS bookings and revenue. Consolidate Bookings, Revenue, and Expense forecasts. Validate PS revenue/bookings forecasts and perform detailed variance analysis
Project & Process Leadership: Identify systems/reporting improvements and manage processes defined in collaboration with senior management.
Field Support & Revenue Recognition: Actively support the Revenue Recognition process by running reports, informing stakeholders, and ensuring execution of actions. Serve as a common interface to local finance teams

Benefits

Comprehensive medical, dental, vision, disability, life insurance
Health Savings Account (HSA), Flexible Spending Account (FSAs) and Commuter benefits
Voluntary supplemental health coverage and life insurance
401K match and ESPP
Paid time off and paid sick leave
Paid parental and pregnancy leave
Family-forming benefits (IVF, Preservation, Adoption etc.)
Emergency backup care (Child/Adult/Pets)
Employee Assistance Program (EAP) with counseling sessions available 24/7
Free legal services that provide legal advice, document creation and estate planning
Employee bonus referral program
Student loan refinancing assistance
Employee 1:1 coaching, perks and discounts program