Senior Sales Operations Analyst

Jobtailor; New York (NY); On-site; USD 85,000 - 125,000; Full time

Job summary

Jobtailor is seeking a Sales Operations analyst to act as the primary Ops contact for the North American Business Development team. You will support leadership with market analysis, data management, and sales insights to drive strategy and resource allocation.

Responsibilities include TAM/whitespace analysis, prioritizing accounts/geographies, and maintaining CRM data quality across systems. Strong collaboration with Sales, Product, and Finance is essential to success.

Qualifications

• Bachelor's degree in Business, Finance, Economics, Mathematics, or related field.
• 3-5+ years in sales operations, business analytics, or similar analytical roles.
• Experience with Salesforce data, market data, and internal revenue data to analyze markets and generate insights.
• Strong analytical and quantitative skills with trend/cohort/TAM/whitespace analyses.
• Experience supporting sales strategy and campaign analytics/execution.
• Ability to track performance metrics and recommend optimizations.
• Strong communication and presentation skills.
• Ability to drive strategic discussions with senior stakeholders across Sales, Product, and Finance.
• Tech experience with Salesforce, Excel, Power BI, HubSpot.
• High attention to detail and data integrity.
• Ability to manage multiple priorities and deliver under timelines.

Responsibilities

• Act as the primary Sales Operations contact for the North American Business Development team.
• Support leadership with market analysis, operational support, data management, and sales insights.
• Conduct TAM, whitespace, and market analysis using Salesforce and internal systems.
• Translate analysis into decision-ready recommendations for sales strategy and resource allocation.
• Identify priority target accounts, segments, and geographies.
• Lead data quality triage and remediation across core systems.

Skills

Sales Operations

Market Analysis

Data Management

Sales Insights

Cross-functional Collaboration

Communication

Presentation

Independent Work

Time Management

Education

Bachelor's degree in Business/Finance/Economics/Mathematics

Tools

Salesforce

Excel

Power BI

HubSpot

Job description

• Act as the primary Sales Operations contact for the North American Business Development team
• Support commercial leadership through market analysis, operational support, data management, sales insights, and regional initiatives
• Conduct market, client segmentation, TAM, and whitespace analysis using Salesforce, external market data, and internal revenue systems
• Translate analysis into decision-ready recommendations for sales strategy and resource allocation
• Identify priority target accounts, segments, and geographies
• Lead triage, correction, and removal of inaccurate or incomplete data across core systems
• Partner cross-functionally to identify root causes of data quality issues and drive remediation
• Conduct trend and cohort analysis on client behavior, revenue performance, and sales activity
• Define ideal client profiles for products or sales campaigns and recommend actions to sales leadership
• Support territory and account alignment and sales capacity reviews
• Support planning, execution, and performance measurement of sales campaigns
• Build and maintain reporting frameworks tracking campaign effectiveness, pipeline impact, and ROI
• Provide day-to-day sales support, system guidance, order processing, process remediation, CRM data management, and cross-team coordination
• Support reporting and analytics, team onboarding, process improvement, and global Sales Operations initiatives

Requirements

• Bachelor's degree in Business, Finance, Economics, Mathematics, or a related field required
• 3-5+ years of experience in sales operations, business analytics, or a related analytical role, preferably within financial services
• Demonstrated experience working with Salesforce data, market data, and internal revenue data to conduct market analysis and generate actionable commercial insight
• Strong analytical and quantitative skills
• Proven ability to conduct trend analysis, cohort analysis, TAM sizing, and whitespace analysis
• Experience supporting sales strategy development and sales campaign analytics and execution
• Experience tracking performance metrics and recommending optimizations
• Strong communication and presentation skills
• Ability to drive strategic discussions and engage senior stakeholders across Sales, Product, and Finance
• Technical experience with Salesforce, Excel, Power BI (or Similar)
• Knowledge of HubSpot (or similar)
• High attention to detail and commitment to accuracy and data integrity
• Ability to work independently, manage multiple priorities, and deliver high-quality analysis under tight timelines

Core Competencies

Demonstrates expertise in Sales Operations, including market analysis, data management, and sales strategy development. Proficient in utilizing Salesforce and analytical tools to drive insights and optimize sales performance.

Highest-signal resume keywords

• Salesforce Data Management
• Market Analysis
• Trend Analysis
• Sales Campaign Analytics
• Strong Communication Skills

Hard Skills

• Market Analysis
• TAM Sizing
• Cohort Analysis
• Whitespace Analysis
• Performance Metrics Tracking
• Data Integrity
• Sales Strategy Development
• Quantitative Analysis
• Reporting Frameworks
• Process Improvement

Soft Skills

• Strong Communication
• Presentation Skills
• Attention to Detail
• Independent Work
• Time Management

Industry Keywords

• Sales Operations
• Business Analytics
• Financial Services
• Commercial Insight

Tools & Technologies

• Salesforce
• Excel
• Power BI
• HubSpot