Sales Operations Analyst

Bentley Mills Inc; California (MO); On-site; USD 85,000 - 100,000; Full time

Job summary

Bentley Mills, Inc. is seeking a Sales Operations Analyst to partner with Sales, Finance, and Supply Chain to optimize sales performance through data-driven insights and process improvement.

This role oversees sales reporting, forecasting support, CRM optimization, pricing and margin analysis, and continuous improvement of sales processes in a manufacturing environment. The ideal candidate is analytical, detail-oriented, and comfortable collaborating across functions in a fast-paced,

Qualifications

• Bachelor’s degree in Business, Finance, Economics, Analytics, or related field.
• 3–5 years of experience in Sales Operations, Business Analytics, or similar roles.
• Strong Excel skills with pivot tables and data modeling.
• Experience with CRM systems and BI tools (Salesforce, Power BI preferred).
• Ability to translate data into clear, actionable insights.
• Strong communication and stakeholder management skills.

Responsibilities

• Develop, maintain, and distribute recurring sales reports and dashboards (bookings, revenue, pipeline, forecasts, backlog, margin, product mix).
• Analyze sales performance by customer, product line, region, and channel to identify trends, risks, and opportunities.
• Support executive-level reporting and monthly business reviews.
• Forecasting & Planning Support: partner with Sales and Finance to support monthly and quarterly sales forecasting; analyze forecast accuracy; assist in annual sales planning and quota modeling.
• Serve as SME for CRM systems (Salesforce) and BI tools (Power BI); ensure data integrity and adoption.
• Assist in pricing analysis, discount/returns monitoring, and margin reporting.
• Support deal reviews with profitability insights and cross-functional collaboration with Finance.

Skills

Advanced Excel

CRM systems

Power BI

Data analysis

Education

Bachelor's degree in Business, Finance, Economics, Analytics

Tools

Salesforce

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Senior Management City of Industry, CA, US

Salary Range: $85,000.00 To $100,000.00 Annually

Bentley Mills, Inc. is searching for a Sales Operations Analyst. The Sales Operations Analyst partners with Sales, Finance, Supply Chain, and executive leadership to optimize sales performance through data-driven insights, process improvement, and operational support. This role is responsible for sales reporting, forecasting support, CRM optimization, pricing and margin analysis, and continuous improvement of sales processes in a manufacturing environment. The ideal candidate is analytically strong, detail-oriented, and comfortable working cross-functionally in a fast-paced, metrics-driven organization.

Minimum Qualifications

• Develop, maintain, and distribute recurring sales reports and dashboards (bookings, revenue, pipeline, forecasts, backlog, margin, product mix and customer trends).
• Analyze sales performance by customer, product line, region, and channel to identify trends, risks, and opportunities.
• Support executive-level reporting and monthly business reviews.
• Forecasting & Planning Support
  • Partner with Sales and Finance to support monthly and quarterly sales forecasting.
  • Analyze forecast accuracy and recommend improvements to forecasting methodologies.
  • Assist in annual sales planning and quota modeling.
• Serve as a subject matter expert for CRM systems (e.g., Salesforce or similar) and business intelligence reporting tools (e.g., Power BI or similar).
• Ensure data integrity, adoption, and consistent use of sales tools.
• Support system enhancements, reporting automation, and user training as needed.
• Assist in pricing analysis, discount, returns & allowance monitoring, and margin reporting.
• Support deal reviews by providing profitability and historical customer insights.
• Partner with Finance to ensure pricing compliance and alignment with company targets.
• Process Improvement & Enablement
  • Identify opportunities to streamline sales processes and improve workflow efficiency.
  • Document and maintain sales processes, policies, and standard operating procedures.
  • Support sales enablement initiatives related to tools, reporting, and data visibility.
• Cross-Functional Collaboration
  • Work closely with Finance, Manufacturing, Supply Chain, and Customer Service to align sales execution with operational capabilities.
  • Support analysis related to capacity constraints, lead times, and order fulfillment impacts.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, Analytics, or a related field.
• 3–5 years of experience in Sales Operations, Business Analytics, or a similar role.
• Strong analytical skills with advanced proficiency in Excel (pivot tables, formulas, data modeling).
• Experience with CRM systems and business intelligence software tools (Salesforce and Power BI preferred).
• Ability to translate complex data into clear, actionable insights.
• Strong communication and stakeholder management skills.

Working Conditions

Sedentary work. Exerting up to 20 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Repetitive motion. Substantial movements (motions) of the wrists, hands, and/or fingers. The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading.

This position reports to the Chief Financial Officer of Bentley Mills.

*This is a general description of duties and responsibilities and is not meant to be all-inclusive. Other duties and responsibilities may be assigned as deemed appropriate/necessary.

Equal Employment Opportunity & ADA Statement

Bentley Mills is an Equal Opportunity/Affirmative Action Employer. Bentley provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Bentley Mills is committed to providing reasonable accommodations to qualified individuals with disabilities in accordance with the Americans with Disabilities Act (ADA) and applicable state and local laws. Qualified applicants or employees who require reasonable accommodation to perform the essential functions of the position may request such accommodations.

Compensation Disclosure

The “base salary range” provided above is a good faith estimate of what we expect to pay for this position and is intended to comply with applicable pay transparency laws. The range provided is required by CA, CO, CT, DC, HI, IL, MD, MA, MN, NJ, NV, NY, OH, RI, VT and WA State law. Bentley Mills reserves the right to pay outside of the given range based on a variety of factors including but not limited to: candidate skills and experience, complexity of the job, budgetary factors, and local geography. Bentley Mills conducts regular reviews of compensation ranges and therefore reserves the right to alter this range at any given time.