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Sales Operations Analyst

About the Role

The Sales Operations Analyst is the analytical engine of our Revenue Operations team, sitting at the intersection of data, process, and decision-making. This role owns core sales reporting, maintains Salesforce data integrity, and drives the operational cadences that keep sales leadership and the field running on accurate, timely information.

You will work directly with the Manager and VP of Sales Operations on work that is visible at the highest levels of the company, from weekly bookings and pipeline reporting to executive and Board-level metrics. This is not a passive support role. You will own your outputs, hold yourself accountable to accuracy, and push the team toward better data and better process.

Responsibilities

Reporting & Analytics

  • Produce recurring bookings, pipeline, and forecast reporting distributed to sales leadership and the executive team

  • Support the monthly sales reporting package, driving toward a faster and more reliable close cycle

  • Build and maintain Salesforce reports and dashboards that support the weekly sales review and forecast cadence

  • Develop and maintain win rate, conversion, and pipeline health reporting for senior leadership and Board-level consumption

  • Analyze pipeline and performance trends to surface risks and opportunities before they show up in the numbers

  • Proactively identify inconsistencies in reported data and resolve them before results are distributed

  • Deliver ad hoc analysis for sales, finance, and executive stakeholders on fast turnaround

Salesforce & Data Integrity

  • Serve as day-to-day Salesforce support for Sales, Marketing, Finance, and Product teams

  • Maintain data hygiene and accuracy across opportunity, account, and pipeline records

  • Validate booking values and deal data for accuracy and consistency before they flow into reporting and downstream systems

  • Partner with Finance to reconcile reported bookings against financial systems of record

  • Document the end-to-end opportunity data flow and identify where data quality breaks down

  • Support Salesforce enhancements, testing, and user enablement as the platform evolves

Process Improvement

  • Reduce manual, spreadsheet-based work by moving reporting into Salesforce and modern BI tooling

  • Build scalable, repeatable reporting processes that hold up as the business grows

  • Support reporting and analytical needs for strategic go-to-market initiatives as assigned

Qualifications

Required

  • 2 to 4 years of experience in Sales Operations, Revenue Operations, Business Analytics, FP&A, or a comparable analytical role

  • Advanced Excel proficiency, including complex formulas, pivot tables, and data modeling

  • Hands-on Salesforce experience building reports and dashboards and managing data quality

  • Strong analytical mindset with the ability to find the story in a dataset and communicate it clearly

  • Demonstrated ability to own recurring reporting processes with multiple stakeholders and firm deadlines

  • Excellent written and verbal communication, with comfort presenting findings to senior leadership

  • High attention to detail and a personal standard for data accuracy

Preferred

  • Experience with a modern BI or analytics platform such as Sigma, Tableau, Power BI, or Looker

  • SQL or data querying skills

  • Working knowledge of SaaS revenue metrics including ARR, net revenue retention, pipeline velocity, win rate, and bookings

  • Experience supporting a sales forecasting process

  • Exposure to territory design, quota setting, or go-to-market planning

  • Experience in a high-growth SaaS or technology environment

What this application asks

ashby

Name, Email, Resume

  • Phone Number
  • Are you eighteen years of age or older? yes / no
  • May MeridianLink contact your CURRENT or MOST RECENT employer? yes / no
  • May MeridianLink Contact your PAST employers? yes / no
  • Have you ever been fired or asked to resign to avoid being fired from a job? yes / no
  • Can you perform the essential functions of this job with or without reasonable accomodation? yes / no
  • Will you now or in the future require sponsorship (i.e. H-1B visa ect.) to legally work in the United States? yes / no
  • Location
  • I understand that as permitted by law, MeridianLink will conduct an investigative consumer report. I understand the scope of this consumer report may include verification of my references, employment history, credit and indebtedness, criminal conviction history, educational and training background and other matters related to my suitability for employment. Upon timely written request to the personnel department of MeridianLink, the nature and scope of the report will be disclosed to me. If I am offered employment with MeridianLink, I understand that the offer will be conditioned on passing a pre-employment drug screen, timely submitting valid documentation that confirms my identity and authorization to work in the United States, and reading and agreeing to comply with the MeridianLink policies as stated in its Employee Handbook. I certify that the answers given by me in this employment application are true, correct and complete. I agree that the company shall not be liable, in any respect, if my employment is terminated because of misstatements or pertinent omissions made by me in this application. Moreover, I understand that all offers of employment are contingent upon passing the company's prescribed credit check and background screen. A copy of this form may be used as the original. The use of results from this form and/or tests will be used for prudent employment decisions. It is agreed and understood that completion of this application does not mean a job opening exists and in no way obligates the company to employ me. In the event of employment, I will comply with all company rules and regulations as established from time to time. I am willing to work all assigned overtime or other special work assignments as requested by the company. I also understand that MeridianLink, Inc. retains the right to amend, modify, add or delete any or all policies or procedures at its sole and absolute discretion. I understand that nothing contained herein is intended to create a contract between the company and me for either employment or the provision of any compensation or benefits. I hereby understand and acknowledge that any employment relationship with this Company is of an “At-Will” nature, which means that the Employee may resign at any time and the Employer may discharge Employee at any time, with or without notice, with or without cause. It is further understood that this ‘At-Will’ employment relationship may not be changed by any written document or by verbal agreement unless such change is specifically acknowledged in writing by an authorized Executive of this Company. During my employment with MeridianLink, Inc. and after my employment ends, I agree not to disclose any confidential or proprietary information regarding operating and trade secrets. CERTIFICATE OF APPLICANT: I certify that all statements made in this application and attachments are true, and I agree and understand that misstatements or omissions of any material fact may be cause for disqualification or dismissal from employment with MeridianLink choose one
  • Please let us know where you heard about this job opening? choose one
  • If Referral please add name below. optional
  • If above question is "Other" please add the source below.  written answer · optional

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