Sales Operations Analyst: Data, Dashboards & Forecasts

MeridianLink, Inc.; Northern (KY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

MeridianLink, Inc. is seeking a Sales Operations Analyst to act as the analytical engine of the Revenue Operations team. You will own core sales reporting, maintain Salesforce data integrity, and drive operational cadences with leadership and field teams.

You will collaborate with the Manager and VP of Sales Operations on bookings, pipeline reporting, and executive metrics, owning outputs and pushing for better data and processes to speed close cycles.

Qualifications

• 2–4 years in Sales Operations, Revenue Operations, business analytics, FP&A, or a related analytical role.
• Advanced Excel proficiency with complex formulas, pivot tables, and data modeling.
• Hands-on Salesforce experience building reports and dashboards and maintaining data quality.
• Strong analytical mindset; ability to tell the story in a dataset and present clearly to leadership.
• Proven ability to own recurring reporting processes with multiple stakeholders and deadlines.
• Excellent written and verbal communication; comfortable presenting findings to senior leadership.
• High attention to detail and a personal standard for data accuracy.

Responsibilities

• 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 supporting 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 data inconsistencies and resolve them before results are distributed.
• Deliver ad hoc analysis for sales, finance, and executive stakeholders on fast turnaround.

Skills

Sales Ops

Excel proficiency

Salesforce reports

Analytical mindset

Recurring reporting ownership

Communication skills

Attention to detail

Tools

Salesforce

Power BI

Tableau

Looker

Sigma

SQL

Job description

MeridianLink, Inc. is seeking a Sales Operations Analyst to act as the analytical engine of the Revenue Operations team. You will own core sales reporting, maintain Salesforce data integrity, and drive operational cadences with leadership and field teams.

You will collaborate with the Manager and VP of Sales Operations on bookings, pipeline reporting, and executive metrics, owning outputs and pushing for better data and processes to speed close cycles.