Lead Field Sales Operations Analyst (Revenue Operations Analyst)

OpenText; Lexington (KY); On-site; USD 101,000 - 152,000; Full time

Job summary

OpenText, The Information Company, is seeking a Field Sales Operations Analyst to empower regional and global sales execution. You will turn real-time GTM data into decisions, run forecast and pipeline inspection, and ensure data integrity across SFDC, segmentation, and quotas.

You will build and maintain dashboards in Power BI, support executive-ready reporting, and drive process excellence with AI-enabled automation.

Qualifications

• Bachelor’s degree required; MBA or relevant Master’s a plus.
• Experience in B2B/technology sales operations is preferred.
• Strong analytical and communication skills with attention to detail.

Responsibilities

• Forecast weekly and perform pipeline inspections; identify risks and gaps.
• Maintain and reconcile SFDC data; oversee ownership and routing changes.
• Build and maintain Power BI dashboards; deliver executive-ready reports.
• Support GTM growth programs and sales plays; monitor adoption and impact.
• Partner with sales leaders and cross-functional teams on planning and execution.

Skills

Forecasting

Data analysis

Sales operations

Cross-functional collaboration

Education

Bachelor’s degree

MBA or Master’s

Tools

Salesforce

Power BI

Excel

Job description

Opentext - The Information CompanyOpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will have the opportunity to partner with the most highly regarded companies in the world, tackle complex issues, and contribute to projects that shape the future of digital transformation.

AI-First. Future-Driven. Human-Centered.At OpenText, AI is at the heart of everything we do—powering innovation, transforming work, and empowering digital knowledge workers. We are hiring talent AI can't replace to help us shape the future of information management. Join us.

Opentext - The Information CompanyOpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will have the opportunity to partner with the most highly regarded companies in the world, tackle complex issues, and contribute to projects that shape the future of digital transformation.AI-First. Future-Driven. Human-Centered.At OpenText, AI is at the heart of everything we do—powering innovation, transforming work, and empowering digital knowledge workers. We are hiring talent AI can't replace to help us shape the future of information management. Join us. Join a global, fast-moving Field Sales Operations team that acts as the operating system behind the number. The Field Sales Operations Analyst is a trusted partner to sellers and sales leadership and the connective tissue into corporate operations, finance, compensation, and systems teams. This is an office role to be based in USA or Canada. The mission: enable Field Sales to exceed revenue goals through accurate forecasting, clean data, and operational excellence that drives seller productivity. You will turn messy, real-time GTM data into decisions—running forecast and pipeline inspection, governing opportunity ownership and routing, keeping segmentation and quota data clean, and using AI to automate the busywork so leaders can act faster. Reporting into Field Sales Operations leadership, this role operates in a dual-capacity model: supporting both regional field execution and global Business Unit priorities. In the field-facing capacity, the analyst provides day-to-day operational support and analysis to a Sales VP/leader and their teams across an assigned coverage area (e.g., US Public Sector, Canada, LATAM). You will own recurring operational cadences, resolve field-execution blockers, and drive process excellence in partnership with the broader Field Ops, PMO, and Center of Excellence functions. In parallel, the analyst supports a designated Worldwide Business Unit and BU Leader by enabling global reporting, business performance visibility, process consistency, and alignment across regions. Success requires the ability to balance local sales execution needs with the broader strategic priorities of the global BU. A critical success factor is the ability to provide fast, accurate support to the sales organization while collaborating across the global OpenText organization—balancing rigor and speed under real forecast and quarter-close deadlines.

Your ImpactReporting into Field Sales Operations leadership, this role operates in a dual-capacity model: supporting both regional field execution and global Business Unit priorities. In the field-facing capacity, the analyst provides day-to-day operational support and analysis to a Sales VP/leader and their teams across an assigned coverage area (e.g., US Public Sector, Canada, LATAM). You will own recurring operational cadences, resolve field-execution blockers, and drive process excellence in partnership with the broader Field Ops, PMO, and Center of Excellence functions. In parallel, the analyst supports a designated Worldwide Business Unit and BU Leader by enabling global reporting, business performance visibility, process consistency, and alignment across regions. Success requires the ability to balance local sales execution needs with the broader strategic priorities of the global BU.

What The Role Offers

• Forecast Management & Inspection
  • Run weekly forecast and pipeline inspection; proactively follow up on deals that need clarification and flag risk, coverage gaps, and quality issues.
  • Maintain live forecast files and exception reporting; surface week-2-to-close variance, participation, and accuracy trends to leadership.
  • Support daily/monthly/quarterly forecast calls and quarter-close, including Q4 close and new-fiscal-year launch cycles.
• Opportunity Governance & Data Integrity
  • Ensure account and opportunity data in Salesforce (SFDC) is accurate; proactively resolve ownership, routing, and roll-up discrepancies (e.g., mis-assigned or out-market opportunities).
  • Drive opportunity ownership corrections, mass transfers, and reassignments during territory and management-alignment changes; partner with WWFO/IT on tickets and data loads.
  • Validate segmentation in PTEP/SFDC (e.g., Mid-Market vs. Commercial thresholds) and keep client/coverage mapping current.
• Reporting & Analytics
  • Build and maintain management dashboards and Power BI views; deliver thoughtful analysis on pipeline, closed-deal, coverage, and competitive trends.
  • Prepare executive-ready reporting and QBR/deal-review materials that translate data into clear decisions and next steps.
  • Advanced Excel modeling on large datasets (pivots, Power Query) to support planning, reconciliation, and ad-hoc leadership requests.
• GTM Growth Program Development and Execution Support
  • Assist in the development of growth programs and sales plays that will drive positive growth the Business Unit results globally
  • Develop reporting systems to monitor success, drive adoption and influence execution of growth initiatives
  • Implement mechanisms for feedback gathering and iterative improvement
• Segmentation, Quota & Coverage
  • Support client segmentation, account assignments, territory coverage, and quota deployment/alignment changes across the assigned region.
  • Contribute to sales staffing, hiring, and onboarding processes as coverage and org design evolve.
• AI, Automation & Process Excellence
  • Champion AI in the daily workflow—use Microsoft Copilot, Power Automate, and AI-assisted reporting to automate prioritized, repetitive tasks.
  • Identify and lead process-improvement initiatives; standardize and document SOPs so every critical workflow has primary and backup coverage.
  • Answer seller and manager questions on ordering, SFDC, pricing, and process, redirecting to authoritative sources where available.
• Business Partnership
  • Partner with sales leaders and Field Ops peers on business planning, progress reporting, and outcome measurement.
  • Collaborate cross-functionally (finance, compensation, legal, IT, partner ops) in support of company goals; take on other key result areas as required.

What You Need To Succeed

• Bachelor’s degree required; MBA or relevant Master’s a plus.
• Minimum 3–5 years of relevant business experience, ideally supporting a B2B/technology sales environment.
• Systems: Salesforce/CRM, Power BI, and advanced Excel; exposure to Anaplan, Power Automate, Microsoft Forms, SharePoint, and Teams a plus.
• AI fluency: Comfortable with AI-assisted work (Copilot) and eager to automate manual processes.
• Strong analytical rigor, attention to detail, sound judgment under deadlines, clear communication, and a documentation-first, ownership mindset.

One Last ThingOpenText is more than a corporation—it’s a global community built on trust, character, and purpose. Here, we act ethically, care deeply about people, and always put our clients first. We help teams succeed through collaboration, tackle challenges with resilience, and innovate with intention. Join us on our mission to drive positive change through privacy, technology, and teamwork. At OpenText, we don’t just have a culture—we live our values. Choose us because you want to be part of a company that empowers you to make a meaningful impact.

OpenText's commitment to diversity and inclusion surpasses legal requirements, evident in our Equal Employment Opportunity Statement of Policy which promotes a respectful and empowering environment for employees of all backgrounds, culture, national origin, race, color, gender, gender identification, sexual orientation, family status, age, veteran status, disability, religion, or other basis protected by applicable laws.

California Residents: The pay range above is a reasonable estimate of salary based on pay scale, candidate experience, skills, and education. In addition to the comprehensive benefits noted above, the role may be eligible for bonus or commissions.

Compensation: At OpenText, we offer a thoughtfully designed benefits package that supports your physical, emotional, and financial wellbeing. As you move through the hiring process, we’re happy to provide more details about our compensation programs, including variable and commission compensation opportunities for eligible roles, vacation entitlement, and paid time off.

Salary Range: $101,000.00 - $151,600.00; Depending on the candidate’s education, experience, skills, geographical location, and alignment with internal equity and external market, actual salary may vary and be higher or lower than the range posted.

AI Usage Disclosure: As part of our commitment to transparency, we use artificial intelligence (AI) tools to assist in various stages of our recruitment process, including resume screening, candidate matching, interview scheduling, and communications. These tools are designed to improve efficiency, reduce bias, and enhance candidate experience. All decisions regarding hiring are made by qualified human professionals, and we continuously monitor our AI systems to ensure fairness and compliance with applicable regulations.