The Sales Operations Analyst will support territory planning, account segmentation, and forecasting while maintaining data integrity within Salesforce. They will also develop reports and dashboards to monitor business performance and collaborate cross-functionally to improve operational efficiency.
About the Role
We're looking for a Sales Operations Analyst to support a fast-growing team focused on managing and optimizing key strategic accounts. In this role, you'll partner with operations leads and cross-functional stakeholders to drive account planning, reporting, and data integrity initiatives. This is a great fit for someone who thrives on managing a high volume of tasks, communicates clearly, and enjoys turning data into action.
Key Responsibilities
Support territory planning, account segmentation, capacity modeling, and quota/target setting
Partner with operations leadership and cross-functional teams on forecasting and process improvements
Maintain data accuracy and integrity within Salesforce, including account data quality and bulk data updates
Develop and manage reports and dashboards to monitor account and business performance
Generate regular data insights to identify process gaps and support business reviews
Conduct ad-hoc analyses to support business initiatives and leadership requests
Collaborate cross-functionally with account, marketing, finance, and other teams to improve operational efficiency
Leverage modern data and AI-assisted tools to streamline reporting and analysis workflows
Qualifications
Required:
Experience in sales operations, account management, or customer success operations, ideally involving management of key accounts
Hands-on Salesforce experience, specifically maintaining data integrity and performing bulk account/data updates (not a Salesforce developer role)
Strong written and verbal communication skills
Proven ability to manage multiple concurrent tasks and see them through to completion
Work authorization for employment in the United States is required; visa sponsorship is unavailable
Preferred:
3–5 years of relevant experience (open to exceptional candidates with less experience)
Background at a fast-moving tech, startup, or consulting environment
Comfort building models and analyses in Google Sheets or Excel
Familiarity with AI-assisted data and analytics tools
Degree in Applied Mathematics, Marketing, Finance, Statistics, or a related field (equivalent experience considered)
Key Details
Start Date: 09/29/2026
Duration: Approximately 6 months (through 03/29/2027)
“I was the first applicant for a remote marketing position that got listed on the company website the same day I applied. Had an interview within 48 hours!”