Sales Analytics & QBR Specialist

Triumvirate Environmental; Somerville (MA); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Health, Dental and Vision Insurance

401k

Tuition reimbursement

Safety training

Mentorship & Career SuccessionPlanning

Relocation Opportunities

Auto/Home insurance discounts

Discounted movie passes

Job summary

Triumvirate Environmental in Somerville, MA is seeking a Sales Operations Analyst to support the sales team with metrics reporting, performance analytics, and QBR preparation. You will build pre-populated QBR decks, pull and validate account data, analyze yearly trends for individual reps, and maintain a regular reporting cadence using Oracle CX and other systems.

This role is onsite for the initial period with a path to hybrid work; a Bachelor’s degree and strong Excel/PowerPoint skills are

Qualifications

• Bachelor's degree in business, data analytics, finance, or related field.
• Strong analytical skills to interpret sales data.
• Proficiency in Excel and PowerPoint; CRM/reporting software.
• Excellent communication and organizational skills.
• Able to manage recurring deadlines across reporting cycles.
• Knowledge of sales operations, KPIs, and performance metrics.
• Authorized to work in the United States without sponsorship.
• Reliable transportation.

Responsibilities

• Sales Metrics Reporting: Prepare recurring and ad hoc reports and dashboards on sales team performance.
• QBR Deck Coordination: Build and maintain pre-populated Quarterly Business Review slide decks for each sales representative, pulling in accurate account and performance data, then organize and distribute the decks so reps can add their own commentary and present their QBRs.
• Annual Performance Trends: Compile yearly trend reports on individual sales rep performance, highlighting year-over-year growth, quota attainment history, and opportunities to support coaching and territory planning.
• Data Analysis: Analyze sales data across CRM and reporting systems to identify patterns in team and individual performance and translate findings into clear summaries for sales leadership.
• Reporting Cadence: Maintain a regular reporting calendar (weekly, monthly, quarterly, and annual).
• CRM & Systems Support: Use Oracle CX and other sales systems to pull, validate, and reconcile performance data.
• Process Improvement: Identify opportunities to streamline reporting processes and improve dashboard usability.
• Communication: Communicate effectively with sales reps, leadership, and the Sales Operations team.

Skills

Analytical skills

Communication

Self-motivated

Attention to detail

Education

Bachelor's degree in business, Data Analytics, Finance, or related field

Tools

Excel

CRM software

PowerPoint

Oracle CX

Job description

Triumvirate Environmental in Somerville, MA is seeking a Sales Operations Analyst to support the sales team with metrics reporting, performance analytics, and QBR preparation. You will build pre-populated QBR decks, pull and validate account data, analyze yearly trends for individual reps, and maintain a regular reporting cadence using Oracle CX and other systems.

This role is onsite for the initial period with a path to hybrid work; a Bachelor’s degree and strong Excel/PowerPoint skills are