Sales Operations Analyst
Description
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Sales Operations Analyst based in India.
We are seeking a detail-oriented, analytical Sales Operations Analyst to strengthen revenue operations through advanced Salesforce reporting and data-driven insights. In this hands-on role, you will design, develop, and maintain reports and dashboards that help teams understand sales performance, pipeline health, forecasting accuracy, and revenue trends. You will turn complex data into clear, actionable business intelligence that supports strategic decision-making across a global revenue organization. Working closely with Sales, Marketing, Customer Success, and Finance, you will help improve reporting consistency, CRM data quality, and operational efficiency. This opportunity is ideal for a Salesforce reporting specialist who enjoys solving analytical challenges and building scalable reporting solutions. You will also contribute to continuous improvements in sales processes, forecasting practices, and performance measurement.
Accountabilities
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Design, build, and maintain Salesforce reports, custom report types, dashboards, filters, and scheduled reporting.
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Develop advanced reporting solutions, including joined reports, complex filters, and multidimensional data analysis.
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Monitor and report on pipeline performance, forecasting accuracy, renewals, sales productivity, conversion rates, and revenue KPIs.
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Analyze sales trends, funnel performance, and forecast attainment to identify opportunities and recommend improvements.
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Collaborate with business stakeholders to translate reporting needs into scalable, reliable Salesforce solutions.
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Maintain data integrity across Salesforce Accounts, Contacts, Opportunities, and Forecasting objects.
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Conduct regular data audits, investigate discrepancies, and improve the accuracy, completeness, and reliability of reporting.
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Establish and promote CRM data governance standards and best practices.
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Support forecasting, pipeline management, territory planning, quota management, and other sales operations initiatives.
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Partner with Sales, Marketing, Customer Success, and Finance teams to align reporting frameworks, definitions, and performance metrics.
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Identify opportunities to streamline reporting workflows and continuously improve sales operations processes.
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Proven experience in Salesforce Reporting, Sales Operations, Revenue Operations, CRM Analytics, or a related analytical role.
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Advanced hands-on expertise in creating and managing Salesforce reports, custom report types, dashboards, joined reports, scheduled reports, and complex reporting filters.
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Strong understanding of Salesforce data structures, standard objects, relationships, and reporting capabilities.
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Experience supporting sales forecasting, pipeline analysis, and performance reporting.
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Advanced Excel skills, including data analysis, data manipulation, and reporting.
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Strong analytical thinking and problem-solving skills, with the ability to translate complex information into meaningful business insights.
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Excellent communication and stakeholder management skills, with the ability to gather requirements and collaborate across multiple teams.
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High attention to detail and a commitment to data accuracy, consistency, and quality.
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Ability to manage competing priorities, work independently, and contribute effectively in a collaborative environment.
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Familiarity with SQL and business intelligence tools such as Power BI or Tableau.
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Exposure to SaaS revenue metrics, forecasting methodologies, and go-to-market (GTM) operations.
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Experience supporting sales compensation, territory planning, or quota-setting initiatives.
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Salesforce certifications that demonstrate relevant platform or reporting expertise.
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Flexible working options: Access to flexibility arrangements that may include adjusted hours, staggered shifts, part-time schedules, and hybrid or remote work, depending on role requirements and individual circumstances.
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Learning and development: Opportunities to build professional skills, expand expertise, and support long-term career growth.
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Inclusive workplace: A welcoming, respectful, and supportive environment that values different perspectives and backgrounds.
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Work-life balance: Flexibility options designed to support personal commitments and individual needs.
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Community involvement: Opportunities to give back through volunteer initiatives, including dedicated volunteering leave.
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Meaningful impact: The opportunity to use technology and business intelligence to support services that make a difference to communities.
Requirements
Desirable qualifications and experience:
Candidates who meet most, but not necessarily all, of these requirements are encouraged to apply. A willingness to learn, develop new skills, and contribute to the team is highly valued.
Benefits
Skills
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