Sales Operations Analyst

CV in; Northern (KY); On-site; USD 70,000 - 95,000; Full time

Job summary

meridianlink is seeking a Sales Operations Analyst to act as the analytical engine of the Revenue Operations team, owning core sales reporting, Salesforce data quality, and operational cadences that align sales leadership with field performance.

You will partner with Finance, Sales, Marketing, and Product to ensure data is reliable and actionable, surface risks early, and translate raw data into clear narratives for strategy and execution at executive levels.

Qualifications

• 2 to 4 years of experience in Sales Operations, Revenue Operations, Business Analytics, FP&A, or a similar analytical role.
• Advanced Excel proficiency with complex formulas, pivot tables, and data modeling.
• Hands-on Salesforce experience in building reports and dashboards and actively managing data quality.
• Ability to translate data into clear narratives for both technical and non-technical audiences.
• Experience owning recurring reporting processes with multiple stakeholders and firm deadlines.
• Excellent written and verbal communication; comfortable presenting findings to senior leadership.
• Willingness to work in a US remote environment.

Responsibilities

• Produce recurring bookings, pipeline, and forecast reporting for sales leadership and the executive team.
• Support the monthly sales reporting package and drive toward a faster, more reliable close cycle.
• Build and maintain Salesforce reports and dashboards for weekly sales review and forecast cadence.
• Develop and maintain win rate, conversion, and pipeline health reporting for senior leadership and Board-level consumption.
• Analyze pipeline and performance trends to surface risks and opportunities before they show up in the numbers.
• Identify inconsistencies in reported data and resolve them before results are distributed.
• Deliver ad hoc analysis for sales, finance, and executive stakeholders on fast turnaround.
• Serve as day-to-day Salesforce support for Sales, Marketing, Finance, and Product teams.
• Maintain data hygiene and accuracy across opportunity, account, and pipeline records.
• Validate booking values and deal data for accuracy and consistency before they flow into reporting and downstream systems.
• Partner with Finance to reconcile reported bookings against financial systems of record.
• Document the end-to-end opportunity data flow and identify where data quality breaks down.
• Reduce manual, spreadsheet-based work by moving reporting into Salesforce and modern BI tooling.
• Build scalable, repeatable reporting processes that hold up as the business grows.

Skills

Excel

Salesforce

Analytical thinking

Data storytelling

Reporting discipline

Communication

Tools

Salesforce

BI tools (Looker/Tableau/Power BI/Sigma)

SQL

Job description

Sales Operations Analyst at meridianlink.

About the role The Sales Operations Analyst at meridianlink serves as the analytical engine of the Revenue Operations team, sitting precisely at the intersection of data, process, and decision-making. This role owns the integrity of core sales reporting, the maintenance of Salesforce data quality, and the execution of operational cadences that align sales leadership with field performance. You will work directly with the Manager and VP of Sales Operations on work that is visible at the highest levels of the company, from weekly bookings and pipeline reporting to executive and Board-level metrics. This is not a passive support role; it demands ownership of your outputs, accountability to accuracy, and a proactive push toward better data and better process. You will be the person who translates raw data into clear narratives that drive strategy and execution across the revenue organization. Your work will surface risks early, highlight opportunities in real time, and provide the foundation for confident decision-making at every level. You will partner with Finance, Sales, Marketing, and Product to ensure that the story the data tells is consistent, reliable, and actionable.

Key facts Location: US Remote Engagement: full_time

What you'll do Produce recurring bookings, pipeline, and forecast reporting distributed to sales leadership and the executive team. Support the monthly sales reporting package, driving toward a faster and more reliable close cycle. Build and maintain Salesforce reports and dashboards that support the weekly sales review and forecast cadence. Develop and maintain win rate, conversion, and pipeline health reporting for senior leadership and Board-level consumption. Analyze pipeline and performance trends to surface risks and opportunities before they show up in the numbers. Proactively identify inconsistencies in reported data and resolve them before results are distributed. Deliver ad hoc analysis for sales, finance, and executive stakeholders on fast turnaround. Serve as day-to-day Salesforce support for Sales, Marketing, Finance, and Product teams. Maintain data hygiene and accuracy across opportunity, account, and pipeline records. Validate booking values and deal data for accuracy and consistency before they flow into reporting and downstream systems. Partner with Finance to reconcile reported bookings against financial systems of record. Document the end-to-end opportunity data flow and identify where data quality breaks down. Reduce manual, spreadsheet-based work by moving reporting into Salesforce and modern BI tooling. Build scalable, repeatable reporting processes that hold up as the business grows.

Requirements You bring 2 to 4 years of experience in Sales Operations, Revenue Operations, Business Analytics, FP&A, or a comparable analytical role that has honed your ability to work with complex data sets. You demonstrate advanced Excel proficiency, including the confident use of complex formulas, pivot tables, and data modeling to structure and interpret information. You possess hands-on Salesforce experience, specifically in building reports and dashboards and actively managing data quality to ensure reliability. You have a strong analytical mindset that enables you to find the story in a dataset and communicate it clearly to both technical and non-technical audiences. You have demonstrated the ability to own recurring reporting processes that involve multiple stakeholders and firm deadlines without constant supervision. You communicate excellently in writing and verbally, with comfort presenting findings to senior leadership and translating complexity into simple insights. You maintain a high attention to detail and hold yourself to a personal standard for data accuracy in every deliverable. You are comfortable working in a US remote environment and aligning with firm operational expectations around schedule and availability.

Nice to have Experience with a modern BI or analytics platform such as Sigma, Tableau, Power BI, or Looker adds depth to your analytical toolkit. SQL or data querying skills enable you to extract and shape data beyond the native capabilities of Salesforce. A working knowledge of SaaS revenue metrics including ARR, net revenue retention, pipeline velocity, win rate, and bookings strengthens your impact from day one. Experience supporting a sales forecasting process allows you to contribute immediately to cadence and accuracy improvements. Exposure to territory design, quota setting, or go-to-market planning provides context for how operational work connects to strategic growth initiatives. Experience in a high-growth SaaS or technology environment ensures you understand the pace, nuance, and stakeholder demands of scaling businesses.

Practical notes This role is positioned as US Remote, with full-time engagement expected. No specific hours are outlined in the source, and the listing does not mention travel requirements, visa sponsorship details, or application deadlines.