Sales Operations Analyst Job Description (2023)

Job Descriptions

Sales Operations AnalystJob Description


192votesfor Sales Operations Analyst

Sales operations analystprovides ongoing updates and maintenance for department sites in Microsoft Share Point and Microsoft Modern Pages.

Sales Operations AnalystDuties & Responsibilities

To write an effective sales operations analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included sales operations analyst job description templates that you can modify and use.

Sample responsibilities for this position include:

SaaS experience, specifically, strongly preferred

Governance and production of dashboards and data integrity

Enhance reporting and analytical deliverables through user feedback personal expertise

Analyze internal sources of data, and gaining an understanding of customer requirements and marketplace trends, helps businesses create insights and value propositions for the business that achieve our strategic intent of the company and franchises

Integrate multiple data sources to address complex business questions and to develop data driven actionable recommendations for the business

Translate the research from data summary to actionable recommendations that provide insight to internal customers into the business recommend adjustments to current brand efforts

Collaborates with Sales, Marketing, Customer Service, IT and Finance to report how West-Ward products move through different sales channels

Identify abnormal trends and make recommendations to realize market opportunities

Design and implement tools that will produce sales, share figures for all products

Work closely with sales and marketing to provide forward thinking, and ongoing insight based on market dynamics

Sales Operations AnalystQualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications forSales Operations Analyst

List any licenses or certifications required by the position:APICS, SFDC, CRM, ADM, CPIM, AOR, LEAN, SQL, CPSM, CSCMP

Education forSales Operations Analyst

Typically a job would require a certain level of education.

Employers hiring for the sales operations analyst job most commonly would prefer for their future employee to have a relevant degree such asBachelor's and Collage DegreeinBusiness, Finance, Business/Administration, Marketing, Accounting, Economics, Computer Science, Education, MBA, Statistics

Skills forSales Operations Analyst

Desired skills forsales operations analystinclude:



(Video) OPERATIONS ANALYST Interview Questions & Answers!



Microsoft PowerPoint

Microsoft Excel

Microsoft Office

Microsoft Office programs

Desired experience forsales operations analystincludes:

Intermediate to advanced MS Office skills required with skill in pivot tables, V-Lookups

Be held accountable for planning and delivery of several high impact projects including CRM, MDM, BI

Provide excellent project management skills, and effectively collaborates on very complex issues, with significant financial and employee impact, influencing successfully with Field and Field Leadership, Sales Operations, Human Resources, Finance, and Marketing

Design and implementation of sales reporting tools

Becoming a Subject Matter Expert (SME) in running, maintaining and ensuring that the reports are updated and distributed to upper management for their review in a timely manner

Actively monitoring key performance indicators and ensures field force effectiveness

Sales Operations AnalystExamples


Sales Operations Analyst Job Description

Job Description Example


  • Microsoft Word (.docx).DOCX
  • PDF Document (.pdf).PDF
  • Image File (.png).PNG

Our company is growing rapidly and is looking for a sales operations analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.

Responsibilities for sales operations analyst

  • Digital advertising background strongly preferred
  • Understanding of/prior experience working with international currencies
  • Working in collaboration with finance, sales leaders, sales excellence and the executive team to define yearly compensation models
  • Conduct analysis on internal and external salary statistics
  • Manage day-to-day escalation of commission payments
  • Manage Xactly interaction, working with a platform consultant, ensure Xactly accuracy, changes to customers/account assignment(s), shifting of accounts, and compensation adjustments daily/monthly/quarterly
  • Primary project lead to ensure turbine options are signed off by relevant parties before financial close
  • Assists management and maintenance of sales reporting systems including preparation of monthly reports and action plans for Sales team and other key stakeholders
  • Interacts with supply chain planning, technology sales, and finance to resolve potential issues with configurations and/or financial targets
  • Develops financial models and tools designed to improve time to market, performance, and profitability

Qualifications for sales operations analyst

  • Process Management & Transformation – Defines and Documents existing process in area of responsibility
  • Ability to work & influence across virtual teams and in a matrix organization
  • Generate weekly metric reports & provide analysis to monitor performance across a range of key business drivers
  • 3-8 years experience in Sales Operations, working closely with Sales Team members
  • Advanced experience using CRM applications
  • Strength in researching, understanding and succinctly explaining complex business issues and analyzing business impacts


Sales Operations Analyst Job Description

Job Description Example


  • Microsoft Word (.docx).DOCX
  • PDF Document (.pdf).PDF
  • Image File (.png).PNG
(Video) Sales Operations Plays a Key Role in Sales Success, with Brian Selby, McKinsey & Company

Our company is growing rapidly and is hiring for a sales operations analyst. To join our growing team, please review the list of responsibilities and qualifications.

Responsibilities for sales operations analyst

  • 1st level SFDC Support
  • Creates and distributes ad-hoc reporting and analysis to sales organization
  • Identify opportunities to improve business processes that impact opportunity and account data quality
  • Contribute to and adopt data quality best practices across various organization including Sales, Marketing, Operations and Support
  • Monitor sales pipeline for errors in various data sets relating to geography, competitive trends, stage, customer environments
  • Augment current account and contact data with additional information to be used in segmentation (email address, industry, job level, and job function)
  • Perform other administrative tasks backup brand support as directed by manager
  • Reporting and analyzing data related to sales performance, commissions and other key sales indicators
  • Working with management to determine the requirements for reporting
  • Developing reports utilizing database reporting tools, working to standardize input and output fields across different databases or data sources

Qualifications for sales operations analyst

  • BA/BS degree with a minimum of 1 year of related customer support and operational management experience
  • This position requires applicants who are able to communicate effectively with people of all job levels and personalities
  • Bachelor’s Degree in Engineering or Business/Commerce
  • 3+ years of financial or sales reporting experience or the equivalent combination of both work experience and education
  • Experience with SAP and business intelligence tools required
  • High-energy, self-motivated professional with a high level of detail orientation


Sales Operations Analyst Job Description

Job Description Example


  • Microsoft Word (.docx).DOCX
  • PDF Document (.pdf).PDF
  • Image File (.png).PNG

Our company is growing rapidly and is searching for experienced candidates for the position of sales operations analyst. To join our growing team, please review the list of responsibilities and qualifications.

Responsibilities for sales operations analyst

  • Drive delivery and adoption of various reporting and analytics within our sales tool environments through integration with, Anaplan and Tableau
  • Provides training and support to sales force on Cognos, dashboards and reports
  • Supports the effective use of corporate CRM productivity and compliance
  • Point of contact for rep level sales analytics across EMEA
  • Completes reports with easy-to-understand executive summaries
  • Prepares organizational sales reports, charts, and graphs in support of the sales department
  • Works directly with management to set reporting requirements for their needs
  • Creates various reports for internal departments
  • Analyzes and presents data trends, issues, opportunities and forecasts to stakeholders by analyzing reports and data
  • Translate segment strategy into opportunity models and action through creating sub-segments for sellers, identification of specific targets within market sub-segments, and prioritizing targeted opportunities for sellers

Qualifications for sales operations analyst

  • Field Sales, Global Operations, Finance
  • Advanced background using office systems like spreadsheets, word processing
  • High level of organizational
  • Minimum three years increasingly responsible operations analysis, business intelligence development or sales experience at the regional manager level experience required
  • Ability to quickly understand business needs, consistently meet expectations and respond promptly and professionally to business requests or inquiries, seeking guidance as appropriate
  • Ability to interact well across a diverse matrix management team


Sales Operations Analyst Job Description

Job Description Example


  • Microsoft Word (.docx).DOCX
  • PDF Document (.pdf).PDF
  • Image File (.png).PNG

Our growing company is searching for experienced candidates for the position of sales operations analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.

Responsibilities for sales operations analyst

  • Develop and present recommendations to senior level Sales management
  • Become well versed and knowledgeable with all sales related tools
  • Measures, analyzes and reports results to support informed, fact-based business decisions which drive improved performance and results across multiple sales channels
  • Perform ad hoc analysis for major sales initiatives and programs
  • Partner with the sales operations team to understand the business and sales challenges
  • Develop, socialize and report consistent assessment of historical performance
  • Define, refine and automate our systems / processes / templates that will allow us understand the layers of business, market environments, and competitor landscapes in which we operate and compete more efficiently and effectively
  • Develop sales leadership dashboards, PPT presentations, , to communicate results in a succinct, easy-to-understand manner, to all levels of the organization
  • Own the entire Sales compensation process, including plan design, rollout, commission calculations, and administration
  • Organize and maintain documentation from Sales organization for commission documents Legal documents

Qualifications for sales operations analyst

  • Demonstrating extensive knowledge of Microsoft Excel
  • Assist in bringing additional control, timeliness and effectiveness to the existing Sales Compensation scheme
  • Responsible for responding to ad-hoc data requests from Corporate Sales Operations, with consideration to maintaining data sets to improve accuracy and timelines of responses going forward
  • Responsible for improving the commission process and looking to get to a real-time view of commission earned and paid against Commission budgets
  • Improving financial modelling around all aspects of the sales function to improve predictability and reduce risks
  • This role will not be limited to the above with potential to explore all avenues that could lead to increased efficiency of sales performance


Sales Operations Analyst Job Description

Job Description Example


  • Microsoft Word (.docx).DOCX
  • PDF Document (.pdf).PDF
  • Image File (.png).PNG
(Video) A Quick Guide to Implementing a Sales Operations Strategy

Our company is hiring for a sales operations analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.

Responsibilities for sales operations analyst

  • Troubleshoot discrepancies in sales plan to understand deviations and update sales forecast
  • Serve as the subject matter expert for the Global Sales team for both Affinity & Anaplan and drive continuous improvement initiatives with Affinity (CRM tool)
  • Identify and execute ways to streamline reports and processes for the business
  • Responsible for managing sales pricing and tracking reports, program execution and sales master data changes
  • Create reports out of Business Objects
  • Own the Caviar sales team metrics, reporting, and dashboards we use to run the business
  • Drive the analyses that steer the sales org including compensation and quotas, lead generation and management, market coverage and segmentation
  • Work regularly with cross functional stakeholders to enable sales and share successes
  • Standardize processes and performance across markets through dashboards and reporting
  • Facilitate tests of different sales collateral, messaging, and tactics

Qualifications for sales operations analyst

  • Expert knowledge of Excel 2013, specifically Power BI, Power View, Power Pivot is essential
  • Proficient with MS Office with a focus on Excel and Access
  • Working knowledge of SQL Code is a plus
  • Advance proficiency in Excel for data manipulation and complex custom reports
  • Proficiency using SAP, Blacksmith Applications technologies and software platforms
  • Experience with CRM Tools like Salesforce or Microsoft Dynamics

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(Video) 3 Core Processes for Sales Operations to Enable Revenue Growth

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