Sales Strategy & Operations Analyst
RemoteUnited States or Costa Rica
Job Summary
Develop and maintain recurring dashboards, reports, and KPI views used by sales leadership to monitor pipeline, bookings, activity, and performance trends. Support weekly, monthly, and quarterly business cadences through reporting preparation, data validation, and insight generation for leadership reviews. Assist with sales forecasting, pipeline analysis, and performance tracking to improve visibility into risks, opportunities, and business outcomes. Maintain CRM data quality by identifying inconsistencies, supporting clean-up activities, and helping improve reporting logic, field usage, and data governance practices. Partner with Sales, Finance, Marketing, Customer Success, and Business Systems teams to address operational questions and support cross-functional initiatives. Document workflows, reporting definitions, and operational processes to support consistency, scalability, and continuous improvement.
Required Qualifications
- 2–3 years of professional experience in Sales Operations, Revenue Operations, Strategy & Operations, Business Operations, or a related analytical role
- Bachelor's degree in Business, Finance, Economics, Analytics, Mathematics, or a related field
- Proficiency in spreadsheet-based analysis
- Experience creating business reports, dashboards, and data summaries for operational or commercial teams
- Working knowledge of CRM systems, preferably Salesforce
- Strong analytical and problem-solving skills
- Ability to interpret data and translate findings into clear business insights
- High attention to detail
- Strong organizational discipline
- Ability to manage multiple priorities with accuracy and consistency
- Effective written and verbal communication skills
- Ability to present findings clearly to cross-functional stakeholders
- Demonstrated willingness to learn new tools, processes, and business concepts
- Growth-oriented mindset
Desired Qualifications
- Experience supporting SaaS sales organizations through pipeline reviews, forecasting support, QBR preparation, territory analysis, or performance reporting
- Familiarity with BI or visualization tools
- Comfort working with structured datasets in operational environments
- Exposure to process improvement, workflow documentation, or systems enhancement projects
- Foundational knowledge of SQL or related analytical tools
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