Sales Operations Analyst

Jobtailor; Arizona; On-site; USD 110,000 - 140,000; Full time

Job summary

Jobtailor is seeking an experienced Sales Operations professional to build and maintain reporting ecosystems, forecast revenue, and drive AI-enabled improvements. You will partner across Finance, Analytics, Sales, and Product to ensure data accuracy and actionable insights.

You will lead automation initiatives, manage territory and quota planning, and support leadership with timely analytics and process optimization in a fast-paced SaaS/fintech environment.

Qualifications

• 5+ years in Sales Operations, Revenue Operations, or a similar analytical GTM role.
• Ideally experience in a fast-paced SaaS or fintech environment.
• Strong Salesforce proficiency, including data audits, pipeline management, account ownership, routing, reports, and dashboards.
• Analytical proficiency with Salesforce reports and dashboards, SQL, Tableau or Looker, and Excel/Google Sheets.
• Hands-on experience with forecasting, pipeline management, and territory or quota planning on a recurring cadence.
• Comfort evaluating AI and automation tools and prototyping simple workflows.
• Excellent written and verbal communication skills.
• First-principles problem-solving ability.
• Exceptional organization and attention to detail.
• Ability to manage multiple projects and recurring workflows while maintaining data quality and operational reliability.
• Track record supporting sales teams with competing, fast-changing priorities.

Responsibilities

• Build, automate, and maintain reports and dashboards tracking pacing, funnel metrics, trigger and backlog health, SLAs, and rep productivity.
• Own weekly forecasting, CFQ closed-won ARR pacing, and probability-weighted pipeline forecasting for business reviews.
• Partner with Finance and Analytics on operational reporting and revenue insights.
• Own metric definitions and data accuracy.
• Identify and prototype AI and automation tools for sales workflows.
• Partner with Sales, BizTech, Product, and Enablement to embed AI and improve productivity.
• Lead AI and automation projects connecting data insights to process improvements.
• Analyze workflows and rep performance, recommending process and automation changes.
• Evaluate Rules of Engagement requests and compensation exception requests.
• Document processes, build playbooks, and drive adoption of tools and workflows.
• Support Expansion Sales leadership and representatives with data requests, process issues, and investigations.
• Own account and territory administration, routing, coverage, reassignments, and segment reclassification.
• Support onboarding and offboarding, roster updates, router mapping, and leave-of-absence processing.
• Troubleshoot reporting issues, workflows, CRM data, pipeline visibility, synchronization, and ARR discrepancies.
• Collaborate with Sales Leadership, RevOps, Finance, BizTech, and Product.
• Translate sales challenges into business requirements and durable solutions.
• Provide updates to managers and senior leadership on timelines, risks, and outcomes.

Skills

Sales Operations

SaaS

Fintech

Salesforce Proficiency

Forecasting

Pipeline Management

Territory Planning

Quota Planning

AI Tools Evaluation

Communication

Problem Solving

Organization

Project Management

Sales Support

Tools

Salesforce

Tableau

Looker

Excel

Google Sheets

Job description

• Build, automate, and maintain reports and dashboards tracking pacing, funnel metrics, trigger and backlog health, SLAs, and rep productivity
• Own weekly forecasting, CFQ closed-won ARR pacing, and probability-weighted pipeline forecasting for business reviews
• Partner with Finance and Analytics on operational reporting and revenue insights
• Own metric definitions and data accuracy
• Identify and prototype AI and automation tools for sales workflows
• Partner with Sales, BizTech, Product, and Enablement to embed AI and improve productivity
• Lead AI and automation projects connecting data insights to process improvements
• Analyze workflows and rep performance, recommending process and automation changes
• Evaluate Rules of Engagement requests and compensation exception requests
• Document processes, build playbooks, and drive adoption of tools and workflows
• Support Expansion Sales leadership and representatives with data requests, process issues, and investigations
• Own account and territory administration, routing, coverage, reassignments, and segment reclassification
• Support onboarding and offboarding, roster updates, router mapping, and leave-of-absence processing
• Troubleshoot reporting issues, workflows, CRM data, pipeline visibility, synchronization, and ARR discrepancies
• Collaborate with Sales Leadership, RevOps, Finance, BizTech, and Product
• Translate sales challenges into business requirements and durable solutions
• Provide updates to managers and senior leadership on timelines, risks, and outcomes

Requirements

• 5+ years in Sales Operations, Revenue Operations, or a similar analytical GTM role
• Ideally experience in a fast-paced SaaS or fintech environment
• Strong Salesforce proficiency, including data audits, pipeline management, account ownership, routing, reports, and dashboards
• Analytical proficiency with Salesforce reports and dashboards, SQL, Tableau or Looker, and Excel/Google Sheets
• Hands-on experience with forecasting, pipeline management, and territory or quota planning on a recurring cadence
• Comfort evaluating AI and automation tools and prototyping simple workflows
• Excellent written and verbal communication skills
• First-principles problem-solving ability
• Exceptional organization and attention to detail
• Ability to manage multiple projects and recurring workflows while maintaining data quality and operational reliability
• Track record supporting sales teams with competing, fast-changing priorities

Core Competencies

Demonstrates expertise in Sales Operations and Revenue Operations with a strong focus on data accuracy, forecasting, and process improvement. Proficient in leveraging AI and automation tools to enhance sales workflows and productivity.

Highest-signal resume keywords

• Salesforce Proficiency
• Forecasting Experience
• Data Analysis with SQL
• AI and Automation Tool Evaluation
• Process Improvement Leadership

ATS Optimization Keywords

Hard Skills

• Sales Operations
• Revenue Operations
• Forecasting
• Pipeline Management
• Territory Planning
• Data Audits
• SQL
• Tableau
• Excel
• Google Sheets

Soft Skills

• Excellent Communication Skills
• First-Principles Problem-Solving
• Exceptional Organization
• Attention to Detail
• Project Management

Industry Keywords

• SaaS
• Fintech
• GTM Role
• Operational Reporting
• Revenue Insights

Tools & Technologies

• Salesforce
• Tableau
• Looker
• AI Tools
• Automation Tools