Sales Operations Data Analyst

Jobtailor; Fremont (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Jobtailor is seeking an experienced Data Analytics professional in Fremont, CA to enhance forecast reliability for enterprise products and provide strategic insights across key accounts. The role focuses on data validation, dashboard reporting, and cross-functional collaboration with Sales, Finance, and IT teams.

Responsibilities include reconciling data across CRM and ERP systems, maintaining data hygiene, and leading multiple forecasting projects with a strong emphasis on data quality and

Qualifications

• Bachelor's degree in a related discipline.
• 5+ years of data analytics experience.
• Experience leading multiple projects from initiation to closeout with data quality focus.
• Exceptional expertise in data analysis, insights creation, and visualization.
• Advanced CRM and ERP data processing skills, including building advanced reports and queries.

Responsibilities

• Improve forecast reliability and accuracy for enterprise products.
• Provide forecasting support and actionable insights for strategic accounts.
• Incorporate data insights to guide sales strategies and business decisions.
• Reconcile global data across CRM, financial, and forecasting systems.
• Validate data, resolve discrepancies, and ensure reliable reporting.
• Maintain data hygiene in Salesforce and forecasting platforms.
• Manage product updates, system configurations, and pricing analysis.
• Conduct regular pipeline reviews.
• Establish metrics for forecasting performance, pipeline health, and data quality.
• Identify process improvement opportunities.
• Support sales teams by managing pipeline data and sales attainment dashboards.
• Troubleshoot system issues and deliver training and tools for forecasting workflows.
• Support forecasting projects, process automation, and analytics improvements.
• Perform exploratory data analysis on large datasets.
• Identify patterns, trends, correlations, inconsistencies, and data anomalies.
• Collaborate with stakeholders to resolve data issues.
• Extract data from multiple sources to identify insights, opportunities, and challenges.
• Conduct ad hoc analyses and provide actionable recommendations.
• Collaborate with Global Sales Leadership, Finance, Operations, and IT teams.

Skills

Data analysis

Forecasting

Data visualization

Excel

Attention to detail

Education

Bachelor's degree

Tools

Salesforce

SAP

IBP

Job description

• Improve forecast reliability and accuracy for enterprise products
• Provide forecasting support and actionable insights for strategic accounts
• Incorporate data insights to guide sales strategies and business decisions
• Reconcile global data across CRM, financial, and forecasting systems
• Validate data, resolve discrepancies, and ensure reliable reporting
• Maintain data hygiene in Salesforce and forecasting platforms
• Manage product updates, system configurations, and pricing analysis
• Conduct regular pipeline reviews
• Establish metrics for forecasting performance, pipeline health, and data quality
• Identify process improvement opportunities
• Support sales teams by managing pipeline data and sales attainment dashboards
• Troubleshoot system issues and deliver training and tools for forecasting workflows
• Support forecasting projects, process automation, and analytics improvements
• Perform exploratory data analysis on large datasets
• Identify patterns, trends, correlations, inconsistencies, and data anomalies
• Collaborate with stakeholders to resolve data issues
• Extract data from multiple sources to identify insights, opportunities, and challenges
• Conduct ad hoc analyses and provide actionable recommendations
• Collaborate with Global Sales Leadership, Finance, Operations, and IT teams

Requirements

• Bachelor's degree in a related discipline
• 5+ years of data analytics experience
• Experience leading multiple projects of various scope and complexity from initiation to closeout, with data quality as a focus
• Exceptional expertise in data analysis, insights creation, and visualization
• Advanced CRM and ERP data processing skills, including building advanced reports and queries
• Flexibility to work with a variety of application development applications
• Exceptional organizational skills, detail-oriented, adaptive, and client-focused mindset
• Advanced Excel skills
• Proficiency in Salesforce, SAP, and Integrated Business Planning (IBP)
• Experience with Python, SQL, or other data tools is a plus
• Background supporting instrument manufacturing and life science products in forecasting or revenue planning is highly preferred
• Ability to manage varied tasks with tight timelines
• Excellent quantitative, analytical, written, and oral communication skills
• Comfortable navigating ambiguity and crafting solutions without defined guidelines
• Strong work ethic and highly developed problem-solving skills
• Ability to excel under pressure

Demonstrates advanced data analytics capabilities, including data validation, forecasting performance metrics, and actionable insights generation. Proficient in Salesforce, SAP, and data visualization tools to support strategic decision-making in sales and operations.

Highest-signal resume keywords

• Data Analytics Experience
• Salesforce Proficiency
• Advanced Excel Skills
• Data Quality Management
• Forecasting Performance Metrics

Hard Skills

• Data Analysis
• Forecasting
• Data Visualization
• Data Validation
• Data Processing
• SQL
• Python
• Advanced Reporting
• Exploratory Data Analysis
• Process Automation

Soft Skills

• Organizational Skills
• Problem-solving Skills
• Communication Skills
• Client-Focused Mindset
• Adaptability

Industry Keywords

• Forecasting
• Revenue Planning
• Instrument Manufacturing
• Life Science Products
• Data Hygiene

Tools & Technologies

• Salesforce
• SAP
• Integrated Business Planning (IBP)
• CRM Systems
• ERP Systems