Sales Operations Analyst: Salesforce Reporting & Analytics

Flow Control Group; Dallas (TX); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) matching

Paid time off

Job summary

Flow Control Group seeks a Sales Operations Specialist to drive Salesforce reporting and dashboarding, leveraging BI tools to transform sales data into actionable insights.

The role collaborates with sales leadership across divisions, building standardized reporting processes, dashboards, and data quality initiatives to improve forecasting and pipeline management. Hands-on BI experience with Power BI, SQL, Tableau, and Excel is required.

Qualifications

• 3+ years of experience in Sales Operations or related field.
• Hands-on experience creating Salesforce.com reports and dashboards.
• Experience with Salesforce Service Cloud strongly preferred.
• Experience with BI/reporting tools such as Power BI, Access, SQL, Tableau, Excel.

Responsibilities

• Develop, maintain, and enhance Salesforce.com reports, dashboards, and reporting solutions.
• Analyze sales, customer, pipeline, activity, and operational data to identify trends and opportunities.
• Support sales operations across divisions with consistent processes and data management.
• Partner with sales leaders and stakeholders to understand reporting requirements.
• Create reporting and analytics using Power BI, Microsoft Access, Microsoft SQL, Tableau, Excel, or similar BI platforms.
• Assist with data validation, cleansing, analysis, and reconciliation to ensure data accuracy.
• Develop recurring and ad-hoc reports to support forecasting, pipeline, and sales performance.
• Identify opportunities to improve sales processes, data quality, and reporting efficiency.
• Support Salesforce CRM and Service Cloud processes and reporting.
• Assist with Salesforce data management and data-quality issues.

Skills

Salesforce reporting & dashboards

Data analysis

Power BI

SQL

Tableau

Microsoft Access

Microsoft Excel

Communication skills

Collaboration

Tools

Power BI

Microsoft Access

Microsoft SQL

Tableau

Microsoft Excel

Salesforce

Job description

Flow Control Group seeks a Sales Operations Specialist to drive Salesforce reporting and dashboarding, leveraging BI tools to transform sales data into actionable insights.

The role collaborates with sales leadership across divisions, building standardized reporting processes, dashboards, and data quality initiatives to improve forecasting and pipeline management. Hands-on BI experience with Power BI, SQL, Tableau, and Excel is required.