Sales Operations Process & Reporting Analyst

Accountabilities

• • Partner with Sales, Customer Success, Marketing, Finance, and Revenue Operations leaders to evaluate, document, and optimize end-to-end revenue processes from lead generation through renewal and expansion.
  • Identify process inefficiencies, bottlenecks, adoption challenges, and opportunities for improvement, recommending practical solutions that increase productivity, consistency, and scalability.
  • Lead process mapping initiatives and maintain accurate current-state and future-state workflows for key sales and customer lifecycle processes.
  • Support continuous improvement across lead management, opportunity management, forecasting, quoting, contracting, renewals, and customer lifecycle processes.
  • Gather, document, prioritize, and maintain business requirements for process, reporting, and system enhancement initiatives.
  • Act as a key liaison between business stakeholders and Technology teams, ensuring requirements and desired outcomes are clearly understood.
  • Develop business requirements, user stories, acceptance criteria, testing plans, and process documentation to support organizational initiatives.
  • Coordinate user acceptance testing and validation activities for process and system changes before deployment.
  • Develop, maintain, and enhance reports, dashboards, KPIs, and performance metrics that provide actionable insights to Sales Leadership and cross-functional stakeholders.
  • Partner with business leaders to define meaningful KPIs and reporting requirements aligned with organizational objectives.
  • Analyze trends, operational data, and performance metrics to identify opportunities and support strategic decision-making.
  • Create and maintain process documentation, standard operating procedures, reference materials, and user guides for key revenue-generating workflows.
  • Support communication, training, and user adoption initiatives when new processes, workflows, or operating practices are introduced.
  • Establish governance practices that ensure process documentation remains accurate, accessible, and up to date.
  • Partner with stakeholders to establish data quality standards, identify root causes of data quality issues, and recommend corrective actions.
  • Support data stewardship initiatives that improve reporting accuracy, forecasting reliability, and operational decision-making.
  • Monitor adherence to defined business processes and recommend improvements that enhance overall operational effectiveness.
  • Coordinate cross-functional process and system improvement initiatives while maintaining clear ownership, priorities, and deliverables.
  • Focus on business process optimization, analysis, reporting, documentation, governance, and adoption rather than technical platform administration, system configuration, API development, integrations, or production troubleshooting.

  Requirements

  • Bachelor’s degree in Business, Operations, Finance, Information Systems, or a related field, or equivalent professional experience.
  • 5+ years of experience in Sales Operations, Revenue Operations, Business Analysis, Process Improvement, or a related function.
  • Demonstrated experience supporting Quote-to-Cash and Lead-to-Revenue business processes.
  • Strong process mapping, workflow documentation, and business requirements gathering capabilities.
  • Experience developing business reports, dashboards, KPIs, and performance metrics that support operational and strategic decision-making.
  • Strong analytical skills, with the ability to identify trends, diagnose operational challenges, and translate data into actionable recommendations.
  • Excellent communication and stakeholder management skills, with the ability to collaborate effectively across business and technical teams.
  • Ability to translate complex business challenges into practical, scalable operational solutions.
  • Strong organizational and project management skills, with the ability to manage multiple workstreams and priorities independently.
  • Experience supporting Salesforce.com environments is preferred.
  • Experience with CPQ, CLM, or other revenue operations technologies is a plus.
  • Experience facilitating cross-functional process improvement initiatives.
  • Knowledge of Revenue Operations best practices and KPI development.
  • Experience with change management, user adoption, process governance, or operational enablement programs is preferred.

  Benefits

  • Annual base salary range of approximately $120,000–$125,000.
  • Additional compensation may include bonuses and equity opportunities.
  • Comprehensive benefits package for eligible employees, including medical, dental, and vision insurance.
  • 401(k) retirement plan.
  • Generous paid time off.
  • 13 paid company holidays.
  • Life and disability insurance.
  • Flexible work schedules.
  • Remote work opportunities.
  • Casual work environment.
  • Physical fitness reimbursement.
  • Discounts on various events, travel, and dining.
  • Compensation is individualized based on factors such as geographic location, relevant experience, education, certifications, qualifications, internal equity, specific skills, and business needs.
  • Equal employment opportunity practices and consideration for qualified applicants in accordance with applicable laws.