Sales Operations & Analytics Specialist

W-Services-Group; Brentwood (NY); On-site; USD 47,000 - 55,000; Full time

Job summary

W Services Group, LLC. is seeking a Sales Operations Specialist in Hauppauge, NY to support Account Managers with data integrity, reporting, and cross-functional coordination.

The role focuses on operational excellence and analytics to improve client service across North America. The position requires 3–5 years in sales support or related areas, advanced Excel skills, experience with CRM systems and Power BI, and a preferred Bachelor’s degree.

Qualifications

• 3-5 years in sales support, operations, or client services.
• Advanced Excel for reporting and data validation.
• Experience with CRM systems and Power BI.
• Bachelor’s degree preferred; strong analytical skills.

Responsibilities

• Serve as primary Sales Operations resource supporting AMs; no client portfolio ownership.
• Develop and distribute operational reporting and dashboards.
• Analyze metrics, trends, audits, and performance data.
• Collaborate with cross-functional teams to improve processes.

Skills

Advanced Excel

Power BI

CRM systems

Analytical thinking

Education

Bachelor's degree preferred

Tools

WAVES

WL

Analytics tools

Job description

W Services Group, LLC. is seeking a Sales Operations Specialist in Hauppauge, NY to support Account Managers with data integrity, reporting, and cross-functional coordination.

The role focuses on operational excellence and analytics to improve client service across North America. The position requires 3–5 years in sales support or related areas, advanced Excel skills, experience with CRM systems and Power BI, and a preferred Bachelor’s degree.