Sales Strategy & Operations Analyst

Wrike; United States; On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

18 Company Holidays

Paid Vacation

Parental Leave: 18 Weeks Maternity / 4 Week Paternity

Medical, Dental & Vision Insurance

Employee Assistance Program

Life Insurance Plan

Job summary

Wrike is seeking a Sales Strategy & Operations Analyst to support sales planning and improve efficiency through data analysis and reporting. The ideal candidate will have 2-3 years of experience, a relevant degree, and skills in CRM and analytical tools.

You will be responsible for maintaining data quality, developing dashboards for sales leaders, and supporting forecasting efforts.

The position offers a collaborative environment with benefits such as paid vacation and medical insurance.

Qualifications

• 2–3 years of professional experience in relevant analytical roles.
• Proficiency in spreadsheet-based analysis to create business reports.
• Strong analytical and problem-solving skills for data interpretation.

Responsibilities

• Develop and improve dashboards and KPI reports for sales leaders.
• Support business reviews through data validation and reporting.
• Maintain CRM data quality and support cross-functional initiatives.

Skills

Analytical skills

Communication skills

Attention to detail

CRM systems knowledge

Spreadsheet analysis

Problem-solving skills

Education

Bachelor’s degree in Business, Finance, Economics, Analytics, Mathematics

Tools

Salesforce

SQL

Job description

About the Role

Wrike’s Sales Strategy & Operations team enables efficient go-to-market execution through data, process discipline, and operational insight. This role supports sales planning and execution by delivering accurate reporting, maintaining high-quality data, supporting forecasting and pipeline analysis, and partnering with stakeholders across the business to improve sales effectiveness and operational scale.

The Sales Strategy & Operations Analyst is an individual contributor role designed for a professional with 2–3 years of relevant experience in sales operations, revenue operations, business operations, or strategy. The position is well suited to a candidate who demonstrates analytical strength, attention to detail, sound communication skills, and a clear willingness to learn and grow in a fast-paced SaaS environment.

Your Impact

• Develop, maintain, and improve recurring dashboards, reports, and KPI views used by sales leadership to monitor pipeline, bookings, activity, and performance trends.
• Support weekly, monthly, and quarterly business cadences through reporting preparation, data validation, and insight generation for leadership reviews.
• Assist with sales forecasting, pipeline analysis, and performance tracking to improve visibility into risks, opportunities, and business outcomes.
• Maintain CRM data quality by identifying inconsistencies, supporting clean‑up activities, and helping improve reporting logic, field usage, and data governance practices.
• Partner with Sales, Finance, Marketing, Customer Success, and Business Systems teams to address operational questions and support cross‑functional initiatives.
• Contribute to territory planning, account analysis, sales productivity tracking, and ad hoc analytical requests as assigned by management.
• Document workflows, reporting definitions, and operational processes to support consistency, scalability, and continuous improvement.

Your Qualifications

• 2–3 years of professional experience in Sales Operations, Revenue Operations, Strategy & Operations, Business Operations, or a related analytical role, preferably within a SaaS or technology company.
• Bachelor’s degree in Business, Finance, Economics, Analytics, Mathematics, or a related field, or equivalent practical experience.
• Proficiency in spreadsheet‑based analysis and experience creating business reports, dashboards, and data summaries for operational or commercial teams.
• Working knowledge of CRM systems, preferably Salesforce, including reporting structures, opportunity data, and data integrity requirements.
• Strong analytical and problem‑solving skills, with the ability to interpret data and translate findings into clear business insights.
• High attention to detail, strong organizational discipline, and the ability to manage multiple priorities with accuracy and consistency.
• Effective written and verbal communication skills, including the ability to present findings clearly to cross‑functional stakeholders.
• Demonstrated willingness to learn new tools, processes, and business concepts, with a growth‑oriented mindset.

Standout Qualities

• Experience supporting SaaS sales organizations through pipeline reviews, forecasting support, QBR preparation, territory analysis, or performance reporting.
• Familiarity with BI or visualization tools and comfort working with structured datasets in operational environments.
• Exposure to process improvement, workflow documentation, or systems enhancement projects.
• Foundational knowledge of SQL or related analytical tools.

Benefits

• 18 Company Holidays + Paid Vacation
• Parental Leave: 18 Weeks Maternity / 4 Week Paternity
• 2 Volunteer Days
• Medical, Dental & Vision Insurance (Employees + Dependents)
• Employee Assistance Program (EAP)
• Life Insurance Plan