Sales Operations Analyst

Jobot; Clovis (CA); On-site; USD 34,000 - 39,000; Full time

Job summary

Jobot is seeking an experienced Sales Operations Analyst for our Central Valley, California team. The role focuses on CRM data integrity, pipeline accuracy, and revenue forecasting, with heavy emphasis on data-driven insights and cross-functional collaboration.

You will manage CRM systems, deliver regular reports, and support forecasting cycles to enable leadership to make informed decisions. This full-time, on-site position offers growth in a dynamic construction/service-focused organization.

Qualifications

• 5+ years in a similar sales operations role.
• Experience with CRM systems (Acumatica, Salesforce, HubSpot, or similar).
• Strong data accuracy and attention to detail.
• Ability to manage deadlines and recurring reporting schedules.
• Analytical capabilities for pipeline, backlog, and basic forecasting.
• Excellent communication with internal stakeholders.
• Ability to learn defined revenue processes.
• Construction or service-based industry experience preferred.

Responsibilities

• Maintain CRM data hygiene and completeness.
• Ensure opportunities and forecast data are updated consistently.
• Monitor required fields and follow up on gaps.
• Support CRM improvements as directed by leadership.
• Prepare 30/60/90/180-day forecast reports.
• Deliver weekly and monthly revenue reporting.
• Run pipeline reviews and provide data-driven insights.
• Flag stale or questionable opportunities for review.

Skills

Attention to detail

Deadline management

Analytical skills

Cross-functional communication

Stakeholder management

Tools

Acumatica

Salesforce

HubSpot

Job description

Multi-Entity Sales Operations Analyst for Growing Organization in the Central Valley of California

Salary: $25 - $28 per hour

We are seeking a dynamic and diligent Sales Operations Analyst to join our team. This is a permanent, full-time position in the construction industry. The ideal candidate will have a strong background in sales operations, preferably within the construction, landscape, or service-based industries. You will be responsible for managing our CRM systems, ensuring data accuracy, meeting reporting deadlines, and providing analytical insights related to our sales pipeline, backlog, and forecasting. This role requires a detail-oriented professional with excellent communication skills and a knack for data analysis.

Why join us?

• Cross-functional business exposure
• High visibility with leadership
• Impactful data-driven decision support
• Opportunity to build processes
• Growth-focused, evolving organization
• Hands-on role with ownership

Responsibilities

• Maintain CRM data hygiene, accuracy, and completeness.
• Ensure opportunities, bids, updates, and close data are entered consistently.
• Monitor required fields and follow up on missing or inaccurate data.
• Support ongoing CRM improvements as defined by leadership.
• Maintain a clean and current pipeline by branch and market.
• Flag stale, inactive, or questionable opportunities for review.
• Support pipeline reviews with accurate, up-to-date data.
• Track pipeline coverage against defined targets.
• Prepare 30/60/90/180-day forecast reports.
• Align pipeline data with awarded backlog information.
• Track forecast accuracy and variances over time.
• Support forecast review meetings with data and materials.
• Maintain standard dashboards and recurring reports.
• Deliver weekly and monthly revenue reporting on schedule.
• Validate data prior to leadership review meetings.
• Assist with ad hoc reporting and analysis requests.
• Support defined revenue operations cadence (weekly pipeline reviews, forecasting cycles).
• Follow up with teams on data updates and reporting deadlines.
• Escalate recurring data issues or compliance gaps to leadership.

Qualifications

• 5+ years of experience in a similar role.
• Working expertise with CRM systems (Acumatica, Salesforce, HubSpot, or similar).
• Strong attention to detail and data accuracy.
• Ability to manage deadlines, reporting cadence, and recurring processes.
• Analytical skills related to pipeline, backlog, and basic forecasting.
• Comfort reinforcing standards and following through on data requirements.
• Strong communication skills with internal stakeholders.
• Ability to learn and apply defined revenue processes.
• Experience in construction or service-based industries preferred.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state, and local laws respecting consideration of unemployment status in making hiring decisions.

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