Job Summary:
We are looking for a detail-oriented and analytical Sales Operations Analyst to support our sales team by streamlining processes analyzing sales performance and enabling data-driven decision-making. This role is critical in improving sales productivity and ensuring alignment between sales strategies and execution.
Key Responsibilities:
- Sales Performance Analysis: Track and analyze key sales metrics (e.g. pipeline health win rates conversion quota attainment) to provide actionable insights.
- CRM Management: Maintain and optimize the CRM (e.g. Salesforce HubSpot) to ensure data accuracy pipeline hygiene and user adoption.
- Forecasting & Reporting: Support revenue forecasting and develop dashboards/reports for senior leadership and sales managers.
- Process Optimization: Identify bottlenecks in the sales process and recommend improvements to drive efficiency and scalability.
- Incentive Management: Assist in designing and administering sales incentive programs tracking performance against targets.
- Cross-functional Coordination: Work closely with Sales Marketing Finance and Customer Success to ensure operational alignment.
- Territory & Quota Management: Help define sales territories assign quotas and manage changes over time.
- Tool Evaluation & Support: Recommend and help implement tools and technologies to support sales productivity and reporting.
Qualifications:
- Bachelors degree in Business Finance Economics or a related field.
- 4 years of experience in Sales Operations Business Analytics or a similar role.
- Proficiency with CRM systems (e.g. Salesforce) and reporting tools (e.g. Excel Power BI).
- Strong analytical and problem-solving skills; ability to interpret large datasets.
- Excellent communication and stakeholder management skills.
- Attention to detail and a process-oriented mindset.
Nice-to-Have:
- Experience working in SaaS / B2B / Tech environments.
- Familiarity with sales methodologies
- Exposure to revenue operations (RevOps) framework
Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.
Required Experience:
IC