Sales Operations Analyst

Socket.dev; Riverwoods, Washington (IL, District of Columbia); On-site; USD 63,200 - 108,200; Full time

Benefits offered by this job

Medical & Dental plans

Vision plans

401(k) with match

Paid time off

Parental leave

Job summary

Wolters Kluwer is building a Revenue Operations function to unify sales performance reporting for its EHS & ESG business unit. This role is the analytical backbone, turning scattered data into a trusted source of truth for GTM performance.

You will own the reporting infrastructure, cadence, and data stewardship practices to enable confident revenue forecasting and decision making. Collaboration with Sales, IT, and Ops is essential.

Qualifications

• 2+ years in sales or revenue operations or similar analytical role for B2B.
• Proficient in Salesforce or similar CRM with reporting/dashboards.
• Strong Excel/analytics skills and BI tool experience (Power BI).
• Able to build repeatable reporting processes from scratch.

Responsibilities

• Own single source of truth for sales performance reporting.
• Design the revenue cadence pipeline, forecast, and bookings reviews.
• Develop dashboards aligned to L2R KPI framework for decision making.
• Support territory design, segmentation, and quota analytics.
• Maintain data quality standards for CRM account hierarchy and data enrichment.

Skills

Sales operations experience

CRM reporting & dashboards

Excel & analytics

Data storytelling to leadership

Tools

Salesforce

Power BI

Clari

LeanData

Salesforce CPQ

Job description

About the Opportunity

We are building a Revenue Operations function from the ground up inside our EHS & ESG business unit which sells into Fortune 500 companies managing environmental and social regulatory reporting, process safety and operational risk, and environmental health exposure. This role is the analytical backbone of that function: the person who turns scattered, inconsistent reporting into a single source of truth for how the go-to-market engine is performing.

Today, sales performance reporting is managed independently across Sales leaders using their own spreadsheets and definitions, territories and quotas are set without a consistent data-driven methodology, and CRM data quality gaps missing account hierarchy, duplicate records, incomplete fields undermine trust in the numbers. This role owns fixing that: building the reporting infrastructure, cadence, and data stewardship practices the business needs to manage revenue with confidence. If you enjoy bringing order and rigor to ambiguous, high-visibility problems, this role is for you.

What You Will Own

Sales Performance Reporting & Cadence

• Build and maintain a single source of truth for sales performance reporting, replacing today's fragmented, individually managed reporting with a consistent, trusted view.

• Design and run the recurring revenue performance cadence pipeline, forecast, and bookings reviews in partnership with Sales leadership.

• Develop dashboards and reporting aligned to the Lead-to-Revenue (L2R) KPI framework, supporting consistent, metric-driven decision-making across the go-to-market team.

Territory & Quota Analytics

• Support territory design and account segmentation with a data-driven methodology, replacing ad hoc, inconsistently applied approaches.

• Support quota-setting analysis grounded in market potential, account coverage, and historical performance data.

Data Stewardship & CRM Quality

• Own day-to-day data quality standards for the CRM account hierarchy integrity, duplicate resolution, and field completeness in partnership with Central IT and Divisional Operations.

• Support account hierarchy implementation and enrichment tool adoption to close gaps in ICP and account-level data.

• Maintain data stewardship practices aligned to the L2R framework so downstream reporting and forecasting can be trusted.

Cross-Functional Partnership

• Partner closely with the RevOps Managers owning Top-of-Funnel and Pipeline-to-Bookings, the Sales Enablement Manager, and Divisional Sales Operations to keep reporting, data, and process aligned across the funnel.

• Act as a trusted analytical partner to Sales leadership, surfacing insights that inform territory, quota, and pipeline decisions.

What You Bring

Required

• 2 + years of experience in sales operations, revenue operations, or a similar analytical role supporting a B2B sales organization.

• Hands-on proficiency with Salesforce or a comparable CRM, including report and dashboard building.

• Strong Excel/analytics skills, with experience in a BI tool (e.g., Power BI) for reporting and data visualization.

• A demonstrated ability to bring structure to ambiguous problems and to build trusted, repeatable reporting processes from scratch.

• Clear, confident communication comfortable presenting data and insights directly to Sales leadership.

Preferred

• Experience supporting a complex, multi-stakeholder B2B enterprise sales motion.

• Exposure to EHS, ESG, or another regulated, technically complex industry.

• Familiarity with Clari, LeanData, or Salesforce CPQ.

• Experience supporting territory design or quota-setting methodology.

Our Interview Practices

To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we’re getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Compensation:

$63,200.00 - $108,200.00 USD

This role is eligible for Bonus.

Compensation range listed is based on primary location of the position. Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process.

Additional Information:

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.

EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Aff…

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.