Senior Analyst, Sales Operations

R&D; United States; Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Remote work

Healthcare benefits

Job summary

R&D is seeking a strategic Sales/Revenue Operations leader to partner with Sales, Finance, and GTM leadership from a US-based remote location (EST/CT). This role drives forecast accuracy, pipeline integrity, reporting standardization, and scalable operations across a global sales organization.

The ideal candidate brings analytical rigor, systems expertise, and a bias for execution, thriving in fast-paced environments and shaping critical processes during a growth phase.

Qualifications

• 5–8+ years in Sales Operations or Revenue Operations.
• Strong Salesforce reporting and data governance.
• Advanced Excel with pivot tables and large datasets.
• Ability to translate data into executive insights.
• Experience supporting global sales organizations and forecasting.

Responsibilities

• Drive forecast accuracy and pipeline integrity.
• Own weekly and quarterly forecasting cadences.
• Support EOQ execution with data hygiene and reporting.
• Build and manage pipeline, bookings, and attainment reporting.
• Deliver executive-ready insights on pipeline and velocity.
• Partner with Sales Ops to enforce standardized processes.
• Standardize reporting structures and KPIs.
• Collaborate with Sales, Finance, Marketing, and RevOps.

Skills

Sales Operations

Forecasting

Data Analysis

Executive Insights

Salesforce Reporting

Education

Bachelor's degree or equivalent

Masters preferred

Tools

Salesforce

Excel

Power BI

Tableau

Oracle

Job description

Location: US- Remote. Must be located in EST or CT time zone.

This role serves as a strategic partner to Sales, Finance, and GTM leadership, driving forecast accuracy, pipeline integrity, reporting standardization, and scalable operational processes across a global sales organization.

The ideal candidate thrives in fast-paced, evolving environments and brings strong analytical rigor, systems expertise, and a bias for execution.

Why This Role

This position offers high visibility with senior leadership and the opportunity to design and scale critical processes during a pivotal growth phase—directly influencing business performance and operational excellence.

Key Responsibilities

Sales Execution & Forecasting

• Partner with regional sales leadership (AVP/RVP) to drive pipeline visibility, rigorous deal inspection, and forecast accuracy.
• Own weekly and quarterly forecasting cadences, proactively identifying risks and opportunities.
• Support EOQ execution through structured deal reviews and disciplined data hygiene to ensure accurate, reliable reporting.

Pipeline & Analytics

• Build and managepipeline, bookings, and attainment reporting across regions
• Deliver executive-ready insights on pipeline coverage and quality, conversion trends and sales velocity, and bookings performance versus targets.
• Identify gaps and opportunities to accelerate pipeline creation and improve close rates.

Salesforce Governance & Data Integrity

• Drive data hygiene, opportunity management, and consistent Salesforce usage across the sales organization.
• Own and standardize key reporting structures (e.g., lead source, deal type, region/sub-region).
• Monitor key performance indicators (KPIs) such as pipeline velocity, win rates, and sales cycle length
• Partner with Sales Ops leadership to enforce consistent definitions and scalable global processes.

Process Optimization & Integration

• Supportdata and IT infrastructureintegration efforts, aligning systems, reporting, and processes across legacy organizations.
• Standardize reporting frameworks and operating cadences to enable global scale and consistency.
• Identify inefficiencies and implement process improvements through automation, simplification, and standardization.

Cross-Functional Collaboration

• Serve as a trusted advisor to Sales, Finance, Marketing, andRevOps.
• Support strategic initiatives, including cross-sell/upsell enablement, compliance and licensing programs, and board and executive reporting.

What Success Looks Like

• Sales leadership trusts the accuracy and clarity of your insights.
• Forecasts are predictable, explainable, and reliable.
• Pipeline visibility and quality improve across regions.
• Scalable processes enable growth and operational consistency.

Requirements:

• Bachelors' degree in Accounting, Finance, Business Management or another related field, or relevant equivalent working experience. Masters Preferred.
• 5–8+ years in Sales Operations, Revenue Operations, or Business Operations
• Strong proficiency in Salesforce (reporting, dashboards, data governance)
• Advanced skills in Excel / data analysisand visualizations(pivot tables, modeling, large datasets)
• Experience supporting global sales organizations and forecasting processes
• Ability to translate complex data into clear, executive-level insights

Preferred

• Experience in SaaS / CX / Contact Center / Automation solutions
• Expertise in Salesforce, RCA, Oracle,
• Familiarity with BI tools (Power BI, Tableau, etc.)
• Experiencepartneringdirectly withsales leadership
• Experience supporting organizational change or system integrations