Senior Sales Operations Analyst

Cyberhaven • San Francisco, CA

70d

About The Position

The Senior Sales Operations Analyst acts as the operational backbone of the Sales and Customer Experience teams - ensuring accurate account data, clean segmentation and consistent reporting across the customer lifecycle. This role owns the governance of account and territory data within Salesforce, manages the rules of engagement across GTM teams, and delivers daily/weekly/quarterly reporting to drive visibility and accountability. By combining deep Salesforce expertise with business acumen, this role connects the dots between Sales execution, Customer Success performance and strategic decision-making.

Requirements

• 3 - 5 years of experience in Sales Operations ideally within a SaaS or tech environment
• Deep experience with Salesforce (account object, territory models, reporting, dashboards) and familiarity with tools like LeanData, DemandTools, Sigma
• Strong understanding of SaaS GTM metrics (pipeline, bookings, ARR, NRR, GRR, churn)
• Excellent analytical skills; ability to connect operational data to business context
• Comfortable working cross-functionally with Sales, CX, Deal Desk and Systems teams
• Highly organized, detail-oriented and confident in managing data governance and process enforcement

Responsibilities

• Serve as the primary owner of account level data within Salesforce, ensuring accuracy of account hierarchy, segmentation, ownership and territory mapping
• Create, manage and enforce Rules of Engagement across Sales, Channel and CX to prevent conflicts and ensure consistent process adherence
• Perform regular audits to identify duplicate or misaligned accounts
• Build and deliver 'day-in-the-life' reporting for Sales and CX leadership - including daily pipeline movement, account health and renewal visibility
• Maintain weekly and monthly operational dashboards summarizing bookings, pipeline health, renewals, expansion and customer segmentation
• Support forecast and QBR preparation with performance data, key trends and actionable insights
• Translate system data into clear narratives that guide leaders on where to focus for revenue, retention or process improvement
• Partner with Sales Operations leadership on account segmentation and territory mapping ensuring that assignments align with GTM strategy and account hierarchy
• Create and implement a territory data model in Salesforce - updating ownership, routing logic, and exceptions in partnership with the Systems team
• Track account movement to ensure equitable distribution and compliance with coverage policies
• Collaborate with Customer Success leadership to ensure visibility into renewal pipeline, expansion opportunities and customer retention metrics
• Partner with Deal Desk on customer data management
• Support operational readiness for new product launches or process changes affecting post-sales workflows

What This Job Offers

• Career Level: Mid Level
• Industry: Professional, Scientific, and Technical Services
• Number of Employees: 101-250 employees