Job Description
Role : Sales Operation Analyst
Location : Santa Clara, CA
Duration : 9.5 months
Note: Only W2 Candidates and local
THE ROLE:
Duties:
- Support the NAM Sales Operations team with the completion of common data-centric needs, including:
- Business Insights
- Perform data analysis to support pipeline management, forecasting, and sales performance metrics.
- Own all weekly administrative forecasting support (Clari updates, written forecast summary, prepare slides for weekly TVP data pack).
- Provide support for weekly, monthly, and quarterly business reviews Respond to ad-hoc reporting and analysis requests from Sales and Executive teams.
- Maintain and enhance Salesforce, Clari, and GCP reports where needed
Shared Services Support
Assist in the automation and streamlining of manual sales operations tasks for the renewals and ecosystems teams:
Onboarding new hires, system requests
Vacancy requests
Split requests
SCRC write-ups
Assist the Renewals Ops lead in auditing ATR data to improve reporting accuracy.
Skills:
- Salesforce CRM expertise (reporting, dashboards, data hygiene)
- Advanced Excel / Google Sheets (pivot tables, VLOOKUP/XLOOKUP, complex formulas)
- Business Intelligence tools (Tableau, Power BI, Looker, or equivalent
- Ability to analyze complex data sets and distill into actionable insights
- Experience tracking and reporting on sales performance KPIs
- Strong understanding of pipeline metrics, forecasting models, and sales funnel health
- Strong attention to detail and data accuracy
- Ability to document processes and create repeatable reporting workflow
Education: Bachelors degree preferred.
Job Tags
Local area,