About The Position

The Sr. Analyst Operations is a critical driver of Sales and Revenue Operations excellence, enabling the organization to make smarter, faster, and more data-driven commercial decisions. This role sits at the intersection of Sales, Finance, and Operations, supporting the full revenue lifecycle from pipeline creation through forecasting, compensation, and performance management. The Sr. Analyst enhances sales effectiveness and revenue predictability through rigorous analytics, high-quality reporting, and disciplined operational execution. As a core owner of CRM governance and data integrity, this role strengthens foundational sales and revenue processes while empowering leadership with actionable insights that accelerate growth, improve forecast accuracy, and scale revenue performance. The ideal candidate blends strong technical skill with hands-on Sales Operations and Revenue Operations expertise, bringing structure, clarity, and momentum to a dynamic commercial environment.

Requirements

  • Bachelor’s degree in Business, Finance, Analytics, Economics, or a related field required.
  • 3–5+ years of experience in Sales Operations, Revenue Operations, Commercial Analytics, or related roles.
  • Strong proficiency in Salesforce and Excel; experience with Power BI or other BI tools preferred.
  • Advanced analytical skills with the ability to translate complex sales and revenue data into clear, actionable insights for leadership.
  • Solid understanding of sales processes, funnel and conversion metrics, forecasting methodologies, compensation mechanics, and revenue performance drivers.
  • Exceptional attention to detail, strong organizational skills, and the ability to manage multiple priorities in a fast-paced commercial environment.

Nice To Haves

  • Operates with a sales-first and revenue-first mindset while maintaining high standards for operational accuracy and governance.
  • Proactive, curious, and continuously seeking opportunities to streamline processes, improve data quality, and increase efficiency.
  • Confident communicator and collaborator, capable of partnering effectively across Sales, Operations, Finance, and executive stakeholders.

Responsibilities

  • Build, maintain, and enhance Salesforce and Power BI dashboards supporting pipeline health, forecasting, quota attainment, productivity, conversion metrics, and account activity.
  • Own core Sales Operations and Revenue Operations reporting, including pipeline coverage, stage conversion, forecast accuracy, rep performance, and revenue trend analysis.
  • Monitor and enforce pipeline integrity, stage hygiene, and forecast discipline; partner with Sales leadership to improve data quality, compliance, and forecasting rigor.
  • Support end-to-end sales compensation processes, including quota loading, incentive calculations, attainment validation, and reporting for monthly and quarterly close cycles.
  • Partner with Sales and Revenue leadership on territory design, account assignment, coverage models, and ongoing adjustments to optimize capacity and growth.
  • Analyze sales and revenue performance across segments, regions, products, and channels to identify trends, risks, and opportunities for improvement.
  • Own recurring operational cadences such as weekly forecasts, pipeline reviews, rep productivity reporting, and executive-level revenue summaries.
  • Collaborate cross-functionally with Sales, Finance, and Operations to diagnose process gaps across the lead-to-opportunity and opportunity-to-close lifecycle, recommending scalable improvements.
  • Maintain CRM governance, including field definitions, workflows, validation rules, documentation, and ongoing data quality management.
  • Conduct ad hoc analysis and modeling to support headcount planning, capacity analysis, productivity targets, incentive design changes, and other strategic Sales and Revenue Operations initiatives.

Benefits

  • Personal development and becoming the best you is all about growth and exploring new skills and opportunities – both in and out of the office. At Accruent, we call this Grow Without Limits, and we’re proud to offer each of our employees the resources, coaching and support necessary to achieve Growth Without Limits in their personal and professional lives. Explore where the path takes you.
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