Sales Operations Analyst - Grata

Alumni Ventures; New York (NY); Hybrid; USD 100,600 - 169,800; Full time

Benefits offered by this job

Health insurance

Retirement savings plan

Paid time off

Job summary

Alumni Ventures is seeking a Sales Operations Specialist for its NYC office. This hybrid role involves partnering with sales leadership to improve processes while maintaining Salesforce data quality. The position requires strong B2B SaaS experience, analytical skills, and teamwork to support revenue growth.

The salary ranges from $100,600 to $169,800 and includes comprehensive benefits. Join a dynamic environment committed to diversity and inclusion.

Qualifications

• 2-3+ years in Sales Operations, Revenue Operations, or similar roles.
• Strong understanding of sales processes and performance metrics.
• High analytical rigor with Excel/Google Sheets skills.

Responsibilities

• Partner with Sales leadership to improve pipeline management.
• Maintain Salesforce data quality and reporting.
• Deliver actionable insights into pipeline health and sales activity.

Skills

Sales Operations

B2B SaaS sales processes

Data analysis

Salesforce proficiency

Communication skills

Tools

Salesforce

Excel

Google Sheets

Job description

Datasite and its associated businesses are the global center for facilitating economic value creation for companies across the globe. From data rooms to AI deal sourcing and more. Here you’ll find the finest technological pioneers: Datasite, Blueflame AI, Grata, and Sherpany. They all, collectively, define the future for business growth.

Apply for one position or as many as you like. Talent doesn’t always just go in one direction or fit in a single box. We’re happy to see whatever your superpower is and find the best place for it to flourish.

Get started now, we look forward to meeting you.

Job Description:

Grata is the leading private market dealmaking platform. We make it easy to find, research, and engage with private companies. Our platform has the most comprehensive, accurate, and searchable proprietary data on private companies, their financials, and their owners.

We help leading investors (PE/growth), investment bankers, management consultants, and corporate development teams discover and win more deals. Grata has over 1K customers and has been widely recognized as the market leader by G2, PE Wire, and more.

We are looking for a Sales Operations Specialist to join our team!

Grata’s Revenue Operations team sits at the center of revenue execution, partnering closely with Sales, CS, Finance, and Leadership to ensure smooth commercial operations from our revenue teams. As a Sales Operations Specialist, you will play a critical role in supporting the systems, processes, and reporting that help our Sales organization operate efficiently and scale effectively. This is an opportunity to directly impact pipeline generation, forecast accuracy, and revenue growth while helping build a world‑class revenue engine.

Grata is a hybrid company, which means our employees work from our NYC office (near Central Park) on Mondays, Tuesdays and Thursdays.

At Grata, we will expect you to:

• Partner with Sales leadership to improve and scale processes across pipeline management, forecasting, territory planning, and opportunity management.
• Maintain and optimize Salesforce data quality, workflows, and reporting to ensure accurate visibility into sales performance.
• Build and deliver reporting and dashboards that provide actionable insights into pipeline health, sales activity, conversion rates, and forecast attainment.
• Support core sales operations processes including territory management, lead routing, account assignment, and sales performance tracking.
• Identify operational inefficiencies and implement scalable solutions that improve productivity, data integrity, and decision‑making across the Sales organization.

What We Are Looking For

• 2–3+ years of experience in Sales Operations, Revenue Operations, Business Operations, Finance, Consulting, or a similar analytical role within a SaaS environment.
• Strong understanding of B2B SaaS sales processes, pipeline management, forecasting, and sales performance metrics.
• Experience working in Salesforce, with familiarity in sales engagement, prospecting, and reporting tools considered a plus.
• High analytical rigor with strong Excel/Google Sheets skills and the ability to translate complex data into actionable business recommendations.
• Strong communication and stakeholder management skills, with the ability to work cross‑functionally and support both leadership and frontline sales teams.
• Highly organized, detail‑oriented, and comfortable managing multiple priorities in a fast‑paced environment.

$100,600.00 - $169,800.00

The base salary range represents the estimated low and high end for this position based on a good faith assessment of the role and market data at the time of posting. Consistent with applicable law, each candidate’s compensation offer may vary and will be determined based on but not limited to, your geographic region, skills, qualifications, and experience along with the requirements of the position. This position may be eligible for bonuses, commissions, or overtime if applicable. Benefits include health insurance (medical, dental, vision), a retirement savings plan, paid time off, and other employee benefits. Specific details will be provided during the interview process. Datasite reserves the right to modify this pay range at any time.

Our company is committed to fostering a diverse and inclusive workforce where all individuals are respected and valued. We are an equal opportunity employer and make all employment decisions without regard to race, color, religion, sex, gender identity, sexual orientation, age, national origin, disability, protected veteran status, or any other protected characteristic. We encourage applications from candidates of all backgrounds and are dedicated to building teams that reflect the diversity of our communities.