Operations Analyst Jobs

About The Position

Requirements

• Bachelor’s degree in Business, Finance, Economics, Data Analytics, Engineering, or a related field.
• 1 to 3 years of experience in sales operations, sales or revenue analytics, FP&A, consulting, or a similar analytical role; strong new graduates with relevant internships will be considered.
• Advanced Excel skills, including lookups, pivot tables, and building clean, auditable models.
• Experience building clear, executive-ready PowerPoint materials.
• Working knowledge of sales funnel concepts, including pipeline, coverage, conversion and yield, forecast categories, bookings, and ARR.
• Curiosity about AI tools and a habit of using them to work faster and smarter.
• Strong attention to detail and commitment to accuracy, including checking and tying out numbers.
• Clear written and verbal communication skills, including the ability to explain what data means and recommend what to do.

Nice To Haves

• Experience with Salesforce reports, dashboards, or SOQL, and Clari or a similar forecasting platform.
• Experience with Power BI or another business intelligence tool.
• SQL or Python skills.
• Experience automating workflows with AI agents, copilots, or scripting.
• Familiarity with B2B enterprise software, SaaS metrics, or the PLM, ALM, and service lifecycle markets.
• Experience supporting senior sales leadership or a quarterly forecast and earnings cadence.

Responsibilities

• Own the weekly Solution Sales forecast deck, refreshing Solution VP and DVP forecasts and best cases from Clari, closed-won and pipeline data from Salesforce, and plan and prior-year comparisons; tie out totals across solutions and geographies.
• Explain week-over-week forecast movement, identifying the deals, segments, and geographies driving changes and areas of risk or upside.
• Build current- and next-quarter outlooks, including yield-based landing estimates, forecast trajectory views, and half-year roll-ups.
• Maintain forecast history and supporting models to enable ongoing trend and accuracy analysis.
• Produce monthly solution performance reviews covering pipeline creation, bookings, coverage, and marketing impact, with quarter-to-date comparisons against prior quarters.
• Track current-quarter and rolling four-quarter pipeline coverage, flag gaps early, and quantify what is needed to close them.
• Analyze ARR, renewals, and churn risk, including renewal and price-increase terms and mitigation status for top at-risk accounts.
• Monitor key account and deal activity, including top-account tables, pushed or missed deals, and reasons for changes in close timing.
• Prepare deal summaries for leadership and earnings preparation, including current state, next steps, compelling events, and forecast-confidence assessments.
• Write concise commentary and summary slides that explain the implications of the data and recommend actions.
• Partner with Solution VPs, sales leaders, sales operations, and finance to turn analysis into specific actions, including focus accounts, pipeline-generation priorities, and deal-level follow-ups.
• Follow through on recommendations and measure whether they affected outcomes; serve as an objective, trusted voice on business health.
• Use AI agents and assistants across Excel, PowerPoint, Word, Salesforce, and Clari to automate data pulls, deck refreshes, tie-outs, and first-draft commentary.
• Document repeatable workflows as reusable automations to scale team output without adding manual effort.
• Improve data quality and definitions with sales operations and validate AI-generated output before it reaches stakeholders.
• Execute annual territory and quota planning to accelerate growth and increase focus, and validate long-range and annual plans.

Benefits

• Performance-based bonus may be available.
• Employee share purchase program allowing employees to purchase discounted PTC stock.
• Some roles may be eligible for equity programs.
• Medical insurance.
• Dental insurance.
• Vision insurance.
• Paid time off and sick leave.
• Tuition reimbursement.
• 401(k) contributions and employer match.
• Flexible spending accounts.
• Life insurance.
• Disability coverage.
• Commuter subsidy for office-assigned employees.