Senior Sales Analytics & Quota Strategy Lead

Cadence; San Jose (CA); On-site; USD 105,000 - 195,000; Full time

Job summary

Cadence is seeking a Staff Sales Operations Analyst to partner with Sales Leadership and cross‑functional teams for quota analysis, forecast governance, and executive‑level reporting. The role emphasizes turning complex sales and pipeline data into actionable insights that drive resource allocation and strategic decisions.

The ideal candidate will lead annual quota planning, build scalable dashboards, and own reference materials for QBRs, pipeline reviews, and business reviews.

Qualifications

• Bachelor’s degree in a relevant analytical field.
• Significant experience in sales operations or revenue analytics.
• Strong understanding of quota, forecasting, and operating cadence.
• Advanced Excel with large datasets; experience with PowerPoint presentations.
• Experience with Salesforce and BI/planning tools preferred.

Responsibilities

• Lead quota analysis and quota-setting support for North America and India, including quota capacity modeling, historical attainment analysis, territory and account segmentation inputs, and scenario analysis for annual planning cycles.
• Coordinate and execute annual quota distribution in partnership with Sales Leadership, Sales Finance, Sales Commissions, HR, and IT; document business rules, assumptions, approval status, and downstream system requirements.
• Provide quota attainment, productivity, and coverage analysis to identify risk, upside, and required leadership actions across teams, territories, products, and strategic accounts.
• Own business forecast rollups and forecast governance, including opportunity accuracy management, pipeline coverage analysis, commit/upside tracking, forecast variance analysis, and reporting based on Salesforce.com and related planning platforms.
• Partner directly with Sales Leadership to prepare materials for QBRs, pipeline review meetings, account reviews, monthly operating reviews, and quarterly business review meetings; convert data into clear executive narratives, observations, and recommended actions.
• Build and maintain executive‑ready presentations, dashboards, and analytical packages that highlight bookings performance, pipeline health, forecast accuracy, quota progress, account trends, and key operational risks.
• Facilitate recurring review cadences with Sales and Finance stakeholders by preparing agendas, pre‑reads, action‑item tracking, and follow‑up analysis required to drive decisions after business reviews.
• Manage the interface between the field and internal systems such as GSS, SFDC, Tableau, Anaplan, TM1, and related reporting environments; ensure operating metrics and reporting outputs are consistent, timely, and actionable.
• Develop and improve scalable reporting and dashboard solutions for sales managers and executives, with an emphasis on insight generation rather than transactional reporting alone.
• Identify opportunities to improve forecast, quota, pipeline, and account review processes as the organization evolves; recommend automation, governance, or process improvements that increase accuracy and reduce manual effort.
• Support commission, bonus, and quota‑related inquiries by partnering with Sales Finance, Sales Commissions, HR, and IT to evaluate root causes, resolve escalations, and improve data quality and process controls.
• Serve as a senior peer resource within Sales Operations by sharing analytical approaches, improving documentation, and helping standardize best practices across reporting and planning workstreams.

Skills

Executive communication

Analytical mindset

Attention to detail

Initiative

Education

Bachelor’s degree in a relevant analytical field

Tools

Salesforce

Tableau

Anaplan

TM1

Excel

PowerPoint

Job description

Cadence is seeking a Staff Sales Operations Analyst to partner with Sales Leadership and cross‑functional teams for quota analysis, forecast governance, and executive‑level reporting. The role emphasizes turning complex sales and pipeline data into actionable insights that drive resource allocation and strategic decisions.

The ideal candidate will lead annual quota planning, build scalable dashboards, and own reference materials for QBRs, pipeline reviews, and business reviews.