Sales Operations Business Process Analyst

Role Overview

Business Process Optimization

• Analyze, document, and improve processes for opportunity management, qualification, pipeline progression, forecasting, territory management, lead management, and account planning.
• Establish business rules, field definitions, standard operating procedures, governance controls, review cadences, and escalation paths.
• Recommend scalable process, training, data, automation, or system improvements and support change adoption through communication, guidance, and training.

Business Analysis and Delivery

• Define business needs, desired outcomes, requirements, dependencies, priorities, risks, and acceptance criteria with stakeholders.
• Evaluate solution options based on business processes, data availability, tool capabilities, benefits, and implementation considerations.
• Maintain the Salesforce process and reporting enhancement backlog and support design, testing, validation, deployment readiness, acceptance, and post-implementation review.

Reporting and Insights

• Design, maintain, and govern dashboards, reports, scorecards, exception reporting, and recurring analytics for pipeline, forecasting, bookings, revenue, customer activity, and sales execution.
• Validate definitions, fields, filters, calculations, data sources, and reporting periods, and resolve discrepancies across reports and underlying data.
• Analyze forecast accuracy, opportunity movement, pipeline aging, deal slippage, stage progression, conversion, value changes, timing changes, and data-quality issues.
• Provide concise insights and recommendations for monthly, quarterly, and annual business reviews.

Required Qualifications

• Bachelor's degree in Business, Finance, Analytics, Information Systems, or a related field, or equivalent relevant experience.
• At least 5 years of experience in Sales Operations, Revenue Operations, business analysis, CRM process improvement, business analytics, or a related function.
• At least 3 years of hands-on Salesforce Lightning experience in reporting, dashboards, process optimization, deployment support, or related sales capabilities.
• Strong understanding of opportunity management, pipeline management, sales forecasting, bookings, revenue reporting, and KPI measurement.
• Strong analytical, variance-analysis, data-validation, root-cause, process-design, and problem-solving skills.
• Ability to communicate complex information clearly to executive, business, and technical audiences.

Preferred Qualifications

• Salesforce Administrator or Salesforce Business Analyst certification.
• Experience with Salesforce AI, CRM Analytics, Tableau, Power BI, Oracle Analytics, or comparable platforms.
• Experience with historical snapshots, forecast-movement reporting, pipeline trend analysis, complex bookings or revenue forecasting, or global B2B sales organizations.
• Advanced Excel and data-analysis capabilities.

Compensation

• The anticipated base pay range is $120,000 to $135,000 annually.
• The compensation package includes eligibility for an incentive plan and comprehensive benefits.