Sales Operations Analyst

MeridianLink; United States; On-site; USD 70,000 - 100,000; Full time

Job summary

MeridianLink is seeking a Sales Operations Analyst to join our Revenue Operations team. You will own core sales reporting, maintain Salesforce data integrity, and drive the operational cadences that keep sales leadership and the field equipped with accurate, timely information.

You will work directly with the Manager and VP of Sales Operations on weekly bookings, pipeline reporting, and executive metrics, ensuring outputs are accurate and action-oriented.

Qualifications

• 2 to 4 years of experience in Sales Operations, Revenue Operations, Business Analytics, FP&A, or a comparable analytical role
• Advanced Excel proficiency, including complex formulas, pivot tables, and data modeling
• Hands-on Salesforce experience building reports and dashboards and managing data quality
• Strong analytical mindset with the ability to find the story in a dataset and communicate it clearly
• Demonstrated ability to own recurring reporting processes with multiple stakeholders and firm deadlines
• Excellent written and verbal communication, with comfort presenting findings to senior leadership

Responsibilities

• Reporting Analytics: Produce recurring bookings, pipeline, and forecast reporting for leadership and the executive team
• Support the monthly sales reporting package, driving closer, faster close cycles
• Build and maintain Salesforce reports and dashboards to support weekly reviews
• Develop win rate, conversion, and pipeline health reporting for senior leadership and Board levels
• Analyze pipeline and performance trends to surface risks and opportunities
• Proactively identify data inconsistencies and resolve them before distribution
• Deliver ad hoc analyses for sales, finance, and executives on tight timelines
• Salesforce Data Integrity: Provide day-to-day Salesforce support for multiple teams
• Maintain data hygiene for opportunities, accounts, and pipelines
• Validate booking values and deal data for accuracy before reporting
• Partner with Finance to reconcile reported bookings with systems of record
• Document the end-to-end data flow and identify where data quality breaks down
• Support Salesforce enhancements, testing, and user enablement
• Process Improvement: Reduce manual work via Salesforce and BI tooling
• Build scalable reporting processes that scale with the business

Skills

Analytical mindset

Stakeholder communication

Data storytelling

Ownership of reporting processes

Tools

Salesforce

Job description

About the Role

The Sales Operations Analyst is the analytical engine of our Revenue Operations team, sitting at the intersection of data, process, and decision-making. This role owns core sales reporting, maintains Salesforce data integrity, and drives the operational cadences that keep sales leadership and the field running on accurate, timely information. 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. You will own your outputs, hold yourself accountable to accuracy, and push the team toward better data and better process.

Responsibilities

• Reporting AnalyticsProduce 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
• Salesforce Data IntegrityServe 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
• Support Salesforce enhancements, testing, and user enablement as the platform evolves
• Process ImprovementReduce 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
• Support reporting and analytical needs for strategic go-to-market initiatives as assigned

Qualifications

• Required 2 to 4 years of experience in Sales Operations, Revenue Operations, Business Analytics, FP A, or a comparable analytical role
• Advanced Excel proficiency, including complex formulas, pivot tables, and data modeling
• Hands-on Salesforce experience building reports and dashboards and managing data quality
• Strong analytical mindset with the ability to find the story in a dataset and communicate it clearly
• Demonstrated ability to own recurring reporting processes with multiple stakeholders and firm deadlines
• Excellent written and verbal communication, with comfort presenting findings to senior leadership
• High a