Sales Operations Analyst

Clearwave Fiber LLC; Charlotte (NC); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading company is seeking a Sales Operations Analyst to enhance operational excellence within the Residential Sales team. The role involves managing order issues, conducting analysis, and providing insights through reporting. Ideal candidates will be analytical, process-driven, and proficient in tools like Power BI and SQL, contributing to strategic sales execution and cross-functional initiatives.

Qualifications

• Advanced Excel and Power BI skills required.
• Familiarity with SQL and API is a plus.
• Strong analytical skills for KPI development and forecasting.

Responsibilities

• Track and resolve MBS order issues and conduct order fallout analysis.
• Maintain and distribute sales reports with actionable insights.
• Coordinate UAT for dashboards and support department initiatives.

Skills

Power BI

Excel

SQL

Pattern recognition

KPI development

Market Research Tools

API familiarity

Tools

SharePoint

MBS

Genesys

Job description

Description

The Sales Operations Analyst is a critical member of the Residential Sales team, responsible for ensuring operational excellence through proactive reporting, analysis, and process execution. This role bridges the gap between sales strategy and frontline execution, enabling leaders to focus on coaching and growth by owning critical, cross-functional initiatives. The ideal candidate is highly analytical, process-driven, and deeply familiar with OSS/BSS and CRM systems, with a bias for action and problem-solving.

Key Responsibilities

Order and Partner Management

• Track and resolve MBS order issues: duplicates, unscheduled orders, adjustments, credits.
• Conduct order fallout analysis through review of task notes, survey responses, and subscriber feedback.
• Reconcile partner commissions and validate invoices against reported orders.
• Act as helpdesk for vendor inquiries and manage partner order territory assignments.
• Conduct audits for pricing, missing ASOCs, and compliance.

Reporting & Analytics

• Maintain and distribute recurring sales reports, providing high-level analysis and actionable insights to leadership:
• Daily Activity and Performance Readouts
• RSE Scorecard
• Scheduler Fallout
• Cost Per Sale Report
• President's Club Tracker
• Coaching Effectiveness
• SIRO Utilization
• Recruiting and New Hire Performance
• Territory Coverage & Headcount Forecasting
• Develop and iterate reporting KPIs and automated dashboards in partnership with BI.
• Respond to ad hoc reporting requests and short-term initiatives (e.g. digging into sales by market/cohort/team trends as needed based on leadership evaluation of results).
• Support report mockups in Excel during Power BI development stages.

Sales Project Execution

• Maintain an Issues Log for tools like Sales Rabbit and MBS.
• Coordinate UAT for dashboards and drive periods.
• Perform qualitative investigations (e.g., churn, fallout, soft sales).
• Track and support department initiatives: contests, spiffs, performance tracking (e.g., Launch Pads).
• Update and maintain tools like the Project & Initiatives Tracker and Market Expansion Tracker.

Administrative Support & Knowledge Management

• Schedule and attend weekly cross-departmental meetings.
• Manage Sales SharePoint Knowledge Base (e.g., SOP uploads, Drive Period readiness).
• Maintain partner and BAU assignment records.
• Track market-level expenses tied to diligence, legal, and other project categories.

Requirements

Core Skills & Competencies

• Technical: Power BI, Excel (advanced), SharePoint, MBS, Genesys, Market Research Tools, API familiarity, SQL.
• Analytical: Pattern recognition, KPI development, forecasting, qualitative review.
• Execution-Oriented: Manages deadlines, works autonomously, drives follow-up and resolution.
• Communication: Clear reporting and cross-functional coordination.
• Process Improvement: Identifies inefficiencies, builds repeatable solutions.