Sales Operations Analyst
Job Location:
Buffalo, IA - USA
Yearly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
Sales Operations Analyst
Position Summary
The Sales Operations Analyst supports the sales organization by ensuring data accuracy opportunity visibility and actionable insights that enable effective pipeline management and revenue growth. This role owns Salesforce opportunity hygiene prepares and analyzes data for sales pace calls and proactively identifies and qualifies new sales opportunities using external market intelligence tools before handing them off to the sales team.
This role sits at the intersection of data process and sales execution and is critical to helping the sales team focus on the highest-value opportunities.
At API we take our culture transformation seriously! To help find the best fit for our positions and organization we ask that you complete our 10-minute Culture Index Survey. Simply follow the link after submitting your application to help us use our interview time to dive deeper into your job behaviors and work history. You Will Do:
Salesforce & Opportunity Management
Own the accuracy completeness and timeliness of opportunity data in
Ensure opportunities are properly staged forecasted and updated in advance of sales pace calls
Enforce CRM standards and best practices for opportunity management and data quality
Develop and maintain dashboards and reports in CRM tools to track follow-up activities and customer engagement
Partner with sales reps to design and execute structured post-sale follow-up processes ensuring timely outreach and personalized communication.
Monitor customer feedback and escalate insights to sales marketing and product teams for continuous improvement.
Partner with sales leadership to continuously improve Salesforce processes and reporting
Sales Reporting & Pace Call Preparation
Prepare weekly and monthly sales pace call materials including pipeline bookings and forecast analysis
Analyze trends in pipeline health conversion rates deal velocity and close probability
Highlight risks gaps and opportunities in the pipeline for sales leadership
Provide ad hoc analysis to support decision-making and prioritization
Market Intelligence & Opportunity Identification
Use tools such as IIR Hoovers and other market intelligence platforms to:
o Identify target companies projects and market segments aligned with company solutions
o Research accounts and projects to assess fit timing and potential value
Qualify identified opportunities based on defined criteria (e.g. scope budget timing decision-makers)
Package and hand off qualified opportunities to the appropriate sales representatives with clear context and supporting data
Sales Team Enablement
Act as a trusted analytical partner to the sales team
Support pipeline management by ensuring accurate data entry follow-up task tracking and timely updates.
Collaborate with the Sales Team to define and align follow-up strategies and assist with corresponding customer communications .
Support Sales Team with account insights data requests and opportunity research
Help standardize opportunity qualification and pipeline discipline across the sales organization
Outbound Customer Follow Up
Recommend process enhancements and automation opportunities to improve follow-up efficiency and consistency.
What You Bring:
Bachelors degree in Business Finance Analytics or a related field (or equivalent experience)
25 years of experience in sales operations sales analytics business analysis or a related role
Strong working knowledge of (opportunity management reporting dashboards)
Experience using market intelligence tools such as IIR Hoovers or similar platforms
Strong analytical skills with the ability to translate data into clear insights and recommendations
High attention to detail and strong data discipline
Ability to work cross-functionally with sales leadership and frontline sales teams
Key Skills
Salesforce reporting and data management
Pipeline and forecast analysis
Market and account research
Opportunity qualification frameworks
Excel / Google Sheets (advanced)
Clear written and verbal communication
Ability to prioritize and manage recurring deadlines (e.g. pace calls)
Success Metrics (First 612 Months)
Improved accuracy and timeliness of Salesforce opportunity data
Increased confidence in pipeline and forecast reporting
Consistent high-quality pace call preparation
Number and quality of qualified opportunities identified and handed off to sales
Positive feedback from sales leadership and sales reps on data and insights
Physical Requirements
- Ability to sit stand and walk within both office and production floor environments.
- Occasional lifting of up to 20 lbs.
- Visual acuity for screens and documents.
- Ability to wear PPE on the shop floor.
- Frequent use of hands for typing and document handling.
What We Offer You:
Opportunity to learn from and contribute to a premier global engineering team!
Be part of leading-edge technology for the heat transfer industry
Ability to impact customers across multiple industries
Full health & welfare benefits 401(k) PTO and developmental opportunities!
Salary: $65000-$85000 annually based upon education and experience
Equal Employment Opportunity Statement
We are an Equal Opportunity Employer and comply with all applicable federal state and local fair employment practices laws. We do not discriminate based on any protected status.
INDZ
Sales Operations Analyst
Position Summary
The Sales Operations Analyst supports the sales organization by ensuring data accuracy opportunity visibility and actionable insights that enable effective pipeline management and revenue growth. This role owns Salesforce opportunity hygiene prepares and analyzes data for sales pace calls and proactively identifies and qualifies new sales opportunities using external market intelligence tools before handing them off to the sales team.
This role sits at the intersection of data process and sales execution and is critical to helping the sales team focus on the highest-value opportunities.
At API we take our culture transformation seriously! To help find the best fit for our positions and organization we ask that you complete our 10-minute Culture Index Survey. Simply follow the link after submitting your application to help us use our interview time to dive deeper into your job behaviors and work history. You Will Do:
Salesforce & Opportunity Management
Own the accuracy completeness and timeliness of opportunity data in
Ensure opportunities are properly staged forecasted and updated in advance of sales pace calls
Enforce CRM standards and best practices for opportunity management and data quality
Develop and maintain dashboards and reports in CRM tools to track follow-up activities and customer engagement
Partner with sales reps to design and execute structured post-sale follow-up processes ensuring timely outreach and personalized communication.
Monitor customer feedback and escalate insights to sales marketing and product teams for continuous improvement.
Partner with sales leadership to continuously improve Salesforce processes and reporting
Sales Reporting & Pace Call Preparation
Prepare weekly and monthly sales pace call materials including pipeline bookings and forecast analysis
Analyze trends in pipeline health conversion rates deal velocity and close probability
Highlight risks gaps and opportunities in the pipeline for sales leadership
Provide ad hoc analysis to support decision-making and prioritization
Market Intelligence & Opportunity Identification
Use tools such as IIR Hoovers and other market intelligence platforms to:
o Identify target companies projects and market segments aligned with company solutions
o Research accounts and projects to assess fit timing and potential value
Qualify identified opportunities based on defined criteria (e.g. scope budget timing decision-makers)
Package and hand off qualified opportunities to the appropriate sales representatives with clear context and supporting data
Sales Team Enablement
Act as a trusted analytical partner to the sales team
Support pipeline management by ensuring accurate data entry follow-up task tracking and timely updates.
Collaborate with the Sales Team to define and align follow-up strategies and assist with corresponding customer communications .
Support Sales Team with account insights data requests and opportunity research
Help standardize opportunity qualification and pipeline discipline across the sales organization
Outbound Customer Follow Up
Recommend process enhancements and automation opportunities to improve follow-up efficiency and consistency.
What You Bring:
Bachelors degree in Business Finance Analytics or a related field (or equivalent experience)
25 years of experience in sales operations sales analytics business analysis or a related role
Strong working knowledge of (opportunity management reporting dashboards)
Experience using market intelligence tools such as IIR Hoovers or similar platforms
Strong analytical skills with the ability to translate data into clear insights and recommendations
High attention to detail and strong data discipline
Ability to work cross-functionally with sales leadership and frontline sales teams
Key Skills
Salesforce reporting and data management
Pipeline and forecast analysis
Market and account research
Opportunity qualification frameworks
Excel / Google Sheets (advanced)
Clear written and verbal communication
Ability to prioritize and manage recurring deadlines (e.g. pace calls)
Success Metrics (First 612 Months)
Improved accuracy and timeliness of Salesforce opportunity data
Increased confidence in pipeline and forecast reporting
Consistent high-quality pace call preparation
Number and quality of qualified opportunities identified and handed off to sales
Positive feedback from sales leadership and sales reps on data and insights
Physical Requirements
- Ability to sit stand and walk within both office and production floor environments.
- Occasional lifting of up to 20 lbs.
- Visual acuity for screens and documents.
- Ability to wear PPE on the shop floor.
- Frequent use of hands for typing and document handling.
What We Offer You:
Opportunity to learn from and contribute to a premier global engineering team!
Be part of leading-edge technology for the heat transfer industry
Ability to impact customers across multiple industries
Full health & welfare benefits 401(k) PTO and developmental opportunities!
Salary: $65000-$85000 annually based upon education and experience
Equal Employment Opportunity Statement
We are an Equal Opportunity Employer and comply with all applicable federal state and local fair employment practices laws. We do not discriminate based on any protected status.
INDZ
Required Experience:
IC
About Company
API Heat Transfer designs and manufactures custom heat exchangers for data centers, oil & gas, power generation, food processing, and 16+ industries. 150+ years of engineering excellence. 185+ countries served. Request a quote today.
