Sales Operations Analyst

Planful, Inc.; United States; Remote; USD 70,000 - 110,000; Full time

Benefits offered by this job

12 weeks paid parental leave

Flexible working hours

Medical, dental, vision insurance

Work from home opportunities

Health insurance

Job summary

Planful, Inc. is hiring a Sales Ops Analyst to be the analytical engine behind our GTM organization. You will turn raw sales, pipeline, and revenue data into trusted insights used by leadership to make data-driven decisions.

You’ll partner with the Business Systems team and focus on analytics, reporting, and forecasting rather than system administration, translating complex data into compelling narratives for exec audiences and supporting planning cycles.

Qualifications

• 2+ years in revenue operations, sales analytics, or a similar data-focused role.
• Ability to translate complex data into clear narratives for non-technical stakeholders.
• Comfort with CRM data and forecasting tools (e.g., Salesforce, Clari).
• Strong attention to detail and data governance.

Responsibilities

• Analyze pipeline velocity, conversion, and stage progression to improve funnel health.
• Assess rep productivity, territory performance, and capacity planning inputs.
• Support weekly/monthly forecast and annual planning with model building.
• Analyze expansion and retention metrics (NRR, churn) for account teams.
• Tell data stories with insights and presentations for executives.
• Collaborate with Business Systems, Marketing Ops, CS Ops, and IT to ensure data integrity.

Skills

Data analysis

Forecasting

CRM data

Executive storytelling

Cross-functional teamwork

Excel/Sheets

Power BI

Tableau

Salesforce

Tools

Salesforce

Clari

Gong

Power BI

Tableau

Excel

Job description

• We’re hiring a Sales Ops Analyst to be the analytical engine behind ourGTM organization
• This person turns raw sales, pipeline, and revenue data into clear, trusted insight that leadership uses to make decisions
• You’ll partner closely with the Business Systems team (who maintains our CRM, integrations, and data infrastructure) and focus your energy on analytics, reporting, and forecasting rather than system administration
• This is a high-visibility role for someone who loves working with data, is rigorous about accuracy, and can translate messy operational reality into a story leadership can act on
• Sales Performance & Pipeline Analysis: Analyze pipeline velocity, conversion rates, and stage progression to identify bottlenecks and improve funnel health
• Sales Productivity & Capacity: Analyze RSM/AE productivity, territory performance, and time-to-close, and support the creation of sales capacity and resource models for planning
• Forecasting & Planning Support: Provide analytical support for weekly and monthly sales forecasting and annual planning cycles by building and maintaining forecast models and underlying data sets
• Expansion & Retention Analysis: Analyze metrics for the installed base (upsell and cross-sell rates, NRR, churn signals) to support account management and renewal teams.
• Data Storytelling & Communication: Collect, synthesize, and translate complex quantitative analysis into clear, actionable insights and compelling presentations tailored to executive, functional, and operational audiences
• Pricing Analysis Support: Assist in evaluating deal performance and pricing trends, and provide visibility into discounting and pricing effectiveness
• Support efforts to improve pricing consistency and profitability
• Cross-Functional Collaboration: Partner with Business Systems, Marketing Operations, Customer Success Operations, and IT teams to validate data inputs/outputs and ensure cross-system alignment
• This role is paired with a dedicated Business Systems team which owns and maintains the CRM, data architecture, integrations, and tooling. The Analyst consumes and analyzes that data rather than administering the systems — letting you focus on insight, forecasting, and strategy while relying on a clean, well-governed data foundation

Benefits

• 12 weeks fully paid parent leave
• Flexible working hours
• Full medical, dental, vision benefits
• Work from home opportunities
• Health insurance

2+ years in revenue operations, sales operations, business analytics, or a comparable data-focused roleAbility to translate complex analysis into clear narratives and recommendations for non-technical stakeholdersComfort working with CRM data (Salesforce or similar) and forecasting tools (e.g., Clari, Gong, Salesforce)A rigorous, detail-oriented approach to data — you reconcile, validate, and document rather than take numbers at face valueStrong executive presence being comfortable presenting and interacting regularly with the executive leadership teamStrong cross-functional collaboration skills; you’ll work across Sales, Finance, Marketing, Customer and Deal DeskStrong hands-on skills in at least one BI/visualization tool (Power BI, Tableau) and advanced Excel/Google SheetsComfort operating with ambiguity and bringing structure to undefined or evolving processesExposure to territory and quota planningExperience documenting processes and building repeatable reporting frameworksExperience in B2B SaaS and familiarity with ARR, renewals, expansion, and churn concepts