Senior Sales Operations Analyst

insightsoftware, LLC; Delaware; Hybrid; USD 88,000 - 111,000; Full time

Job summary

insightsoftware, LLC is seeking a Sr. Sales Operations Data Analyst to enhance analytics and reporting across various departments. Responsibilities include compiling and analyzing data to forecast sales trends and building reports and dashboards for management.

The ideal candidate will have at least 5 years of experience in analytics, expertise in tools like Salesforce and Power BI, and a Bachelor’s degree in a relevant field. This role offers a competitive salary range of $88,000 to $111,000 annually.

Qualifications

• 5+ years of work experience in analytics and reporting.
• Strong knowledge of Excel, including advanced formulas and pivot tables.
• General knowledge of querying data and relational databases.

Responsibilities

• Compile and analyze data to forecast bookings and pipeline trends.
• Build and maintain models to monitor sales metrics.
• Clean, enrich, and map data from disparate sources.

Skills

Analytics and reporting

Salesforce experience

Data visualization (Power BI)

Advanced Excel skills

Problem-solving skills

Education

Bachelor's degree in math, computer science or finance

Tools

Salesforce

Power BI

Job description

Job Summary

Sr. Sales Operations Data Analyst – responsible for improving analytics and reporting capabilities across sales, marketing, finance, support, and sales operations; align and report on data across all systems through the lead‑to‑cash sales model.

Responsibilities

• Compile, manipulate and analyze data over time to forecast bookings and pipeline trends.
• Build and maintain sophisticated models to forecast pipeline needs and monitor sales metrics.
• Review past sales data to determine trends in productivity.
• Clean, enrich and map data from disparate sources when necessary.
• Prepare accurate reports and models using internal and external data.
• Aggregate reports into succinct dashboards and visualizations for presentation.
• Present actionable information and insights to team members and management.
• Gather and analyze data to understand problems and address them proactively.
• Collaborate with team members and other departments.

Qualifications

• Bachelor's degree in math, computer science or finance.
• 5+ years of work experience in analytics and reporting.
• Experience with Salesforce (The Customer Company) and data visualization tools such as Power BI.
• General knowledge of querying data, relational databases and formula syntax.
• Strong knowledge of Excel – including advanced formulas and pivot tables.
• Advanced problem‑solving and analysis skills.
• Desire to improve and automate processes and workflows.
• Superior oral and written communication skills.
• High level of organization and detail‑orientation.
• Good attitude toward teamwork as well as independent work.
• Demonstrated ability to multitask and prioritize.
• Excellent time management.

Compensation

The salary range in the United States is $88,000.00 to $111,000.00 USD annually. The specific offer will be determined by skills, experience, and qualifications. For non‑sales roles, you may be eligible for a bonus. For sales roles, this range includes a commission target.

Equal Employment Opportunity

We are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace. All your information will be kept confidential according to EEO guidelines.

Background Check

Background checks are required for employment with insightsoftware, where permitted by country, state/province.