Sales Operations Architect: Forecasting, CRM & Analytics

Jobtailor; California (MO); On-site; USD 90,000 - 140,000; Full time

Job summary

Jobtailor is seeking a Sales Operations professional in the United States to develop and maintain reporting infrastructure for forecasts, funnel analysis, opportunity tracking, and regional performance metrics. You will analyze sales performance to identify bottlenecks and forecast gaps, and own rolling forecasts and quota models for diverse product portfolios and regional targets.

Collaborating with Marketing and Customer Success, you will connect pipeline health with operational outcomes,

Qualifications

• 4+ years of experience in sales operations, sales strategy, sales management, or related operations roles in SaaS, CPG/retail tech, or B2B enterprise software environments
• Expert-level Salesforce proficiency, including reporting, workflow automation, opportunity and account management, data administration, and CRM governance best practices
• Strong analytical and problem-solving skills
• Proficiency with SQL, Python, or advanced spreadsheet tools
• Expertise in process design and ownership
• Ability to design end-to-end solutions for ambiguous, cross-functional problems with minimal direction
• Excellent written and verbal communication skills
• Ability to present data-driven recommendations to sales leadership and executive audiences
• Strong documentation and dashboard design capabilities
• Detail-oriented and proactive mindset
• Ability to thrive in matrixed environments across Sales, Product, Marketing, and Customer Success
• Experience with sales forecasting, quota setting, territory management, and compensation management (great-to-have)
• Familiarity with Outreach, SalesLoft, HighSpot, or Seismic (great-to-have)
• Understanding of SaaS business metrics, including CAC, LTV, and churn (great-to-have)
• Understanding of CPG/retail industry dynamics, including trade spend, category management, and retail execution (great-to-have)
• Experience managing complex Salesforce renewal/auto-renewal workflows and account/opportunity ownership models (great-to-have)
• Bachelor's degree in Business, Marketing, Analytics, or related field (great-to-have)

Responsibilities

• Develop and maintain sales reporting infrastructure for forecasts, funnel analysis, opportunity stage tracking, and regional performance metrics
• Analyze sales performance to identify conversion bottlenecks, forecast accuracy gaps, and sales cycle inefficiencies
• Build and own rolling forecasts and quota models for TELUS CG's product portfolio and regional targets
• Partner with Marketing and Customer Success on reporting connecting pipeline health with operational performance and customer outcomes
• Provide ad hoc analysis for product roadmap resourcing, engineering pipeline forecasts, and territory capacity planning
• Design and refine the enterprise CPG sales process, including lead management, opportunity tracking, and pipeline optimization
• Own funnel hygiene controls and audit opportunity reassignment and quota ownership
• Manage territory assignments, rebalancing, account ownership, and rep-transition handoffs
• Represent Sales in Salesforce administration and CRM governance
• Audit CRM data, churn records, account trading names, and ownership rules
• Partner with the CRM platform team on enhancements, troubleshooting, and support tickets
• Implement process improvements to increase conversion rates and reduce sales cycle times
• Own and improve the sales content ecosystem using Google Drive, HighSpot, or similar platforms
• Coordinate CPG-focused sales collateral, including pitch decks, ROI case studies, battle cards, proposal templates, and messaging frameworks
• Align value proposition messaging with Marketing across channels
• Manage CRM integrations with marketing automation, customer success, and product usage platforms
• Support automated opportunity-owner and opportunity-team assignment workflows
• Maintain a central contract repository and support contract-related data needs
• Partner with Customer Success on account health tracking and coverage models
• Define and execute BDR and business development campaign processes with Marketing Ops
• Troubleshoot lead-to-MQL scoring and conversion discrepancies
• Relay sales feedback and customer insights to Product and Marketing for go-to-market and roadmap decisions

Skills

Salesforce Proficiency

Sales Forecasting

SQL Proficiency

Process Design Expertise

Analytical Problem-Solving

CRM Governance

Documentation and Dashboard Design

Excellent Communication Skills

Detail-Oriented Mindset

Matrixed Environments

Education

Bachelor's degree in Business, Marketing, Analytics, or related field

Tools

Salesforce

Google Drive

HighSpot

Outreach

SalesLoft

Seismic

Job description

Jobtailor is seeking a Sales Operations professional in the United States to develop and maintain reporting infrastructure for forecasts, funnel analysis, opportunity tracking, and regional performance metrics. You will analyze sales performance to identify bottlenecks and forecast gaps, and own rolling forecasts and quota models for diverse product portfolios and regional targets.

Collaborating with Marketing and Customer Success, you will connect pipeline health with operational outcomes,