Sales Operations Analyst

Socket.dev; Charlotte (NC); On-site; USD 65,000 - 85,000; Full time

Job summary

ADI Global Distribution is seeking a Sales Operations Analyst to optimize our sales strategy through data-driven insights, reporting, and process improvements. You will partner with sales and cross-functional teams to deliver scalable solutions that enhance performance and growth.

The role emphasizes data accuracy, dashboards, KPIs, forecasting, territory planning, and CRM enablement. Proficiency in Excel and BI tools, plus strong communication, detail orientation, and project support, are

Qualifications

• 2–5 years in Sales Operations, Business Analysis, Revenue Operations, or similar analytical roles.
• Proven ability to interpret data and communicate findings effectively.
• Experience using Excel and BI tools to create reporting solutions.
• Strong attention to detail and ability to manage multiple priorities.
• Excellent collaboration across functional teams.

Responsibilities

• Partner with sales teams to provide reporting, analysis, and operational support to improve sales effectiveness.
• Prepare and interpret sales and operational data; identify trends and data gaps with recommendations.
• Maintain and support sales reporting tools, dashboards, KPIs, and data sources for accuracy.
• Assist in reports and analyses related to sales performance, customer trends, pipeline activity, and product performance.
• Support forecasting, territory planning, account assignment, and target-setting via data collection and analysis.
• Contribute to CRM, reporting, and process improvement projects with requirements gathering and testing.
• Investigate routine business issues, perform root cause analysis, and suggest solutions.
• Provide analytical support for business initiatives and special projects.
• Assist with training, documentation, and user adoption of sales processes and CRM tools.
• Maintain data quality standards and support operational efficiency across sales.

Skills

Sales analytics

Data interpretation

Communication

Excel proficiency

Cross-functional collaboration

Tools

Salesforce

Power BI

Tableau

SQL

Snowflake

Smartsheet

Excel

Job description

ADI Global Distribution is seeking a motivated, analytical, and collaborative Sales Operations Analyst to support and optimize our sales strategy and execution. This role plays a critical part in enabling the sales organization through data-driven insights, process improvements, and technology enablement. As part of the Revenue Operations team, you will partner with cross-functional stakeholders to deliver scalable solutions that drive performance and business growth.

JOB DUTIES:

• Partner with sales teams to provide reporting, analysis, and operational support that helps improve sales effectiveness.
• Prepare, analyze, and interpret sales and operational data using internal and external sources. Identify trends, data discrepancies, and process gaps, and provide recommendations for review.
• Maintain and support sales reporting tools, dashboards, KPIs, and data sources to ensure data accuracy and consistency.
• Assist in the development of reports and analyses related to sales performance, customer trends, pipeline activity, and product performance.
• Support forecasting, territory planning, account assignment, and target-setting activities through data collection, analysis, and documentation.
• Contribute to CRM, reporting, and process improvement projects by assisting with requirements gathering, testing, documentation, and user support.
• Investigate routine business and system issues, perform root cause analysis, and recommend solutions within established processes and guidelines.
• Provide analytical support for business initiatives and special projects, delivering insights that help inform operational decisions.
• Assist with training, documentation, and user adoption of sales processes, reporting tools, and CRM capabilities.
• Maintain data quality standards and support efforts to improve operational efficiency and reporting accuracy across the sales organization.

YOU MUST HAVE:

• 2-5 years of experience in Sales Operations, Business Analysis, Revenue Operations, or a comparable analytical role.
• Strong analytical and problem-solving skills with the ability to interpret data and communicate findings effectively.
• Experience utilizing Microsoft Excel and business intelligence tools to analyze data and create reporting solutions.
• Strong attention to detail, organizational skills, and ability to manage multiple priorities.
• Effective communication and collaboration skills with the ability to work across functional teams.

WE VALUE:

• Experience working with Salesforce or similar CRM platforms.
• Familiarity with Power BI, Tableau, SQL, Snowflake, or other reporting and analytics tools.
• Understanding of sales operations processes, reporting, forecasting, or territory management.
• Experience supporting commercial, distribution, technology, or B2B sales organizations.
• Experience working with geographically dispersed teams and stakeholders.

Tools & Tech Stack:

We work with a modern stack including:

• Salesforce for CRM
• Power BI and Tableau for analytics and reporting
• PowerBI, SQL and Snowflake for data analysis
• Additional tools: Excel, Smartsheet, Microsoft

ADI is a leading global distributor and solutions provider of security, AV, and smart living technologies, helping professionals deliver smarter, safer, and more connected experiences for homes and businesses around the world. Through trusted brands, exclusive solutions, and strong industry partnerships, ADI supports more than 110,000 customers across residential and commercial markets globally. From security and video surveillance to networking, audio, automation, fire, and connected technologies, ADI offers a broad portfolio of products, services, and software designed to support the evolving needs of integrators, installers, and technology professionals. With a global team spanning operations, sales, supply chain, digital, customer experience, engineering, and more, ADI combines deep industry expertise with innovation and service to help customers grow and succeed in an evolving industry. At ADI, our teams help create the technologies, partnerships, and experiences that keep people connected, protected, and supported every day. Learn more at www.adiglobal.com.

You can find out more about how the talent community works here: ADI Talent Community Terms. Our recruitment privacy notice ADI - Recruitment Privacy Notice describes in more detail how we process your personal data and how you can exercise your personal data rights.

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