Senior Sales Operations Analyst

Jobtailor; Washington (District of Columbia); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor in Washington, DC is seeking an experienced Sales Operations professional to own reporting, dashboards, and data quality within a B2B sales environment.

You will build a single source of truth for performance, design cadence for pipeline and bookings reviews, and collaborate with RevOps and Sales leadership to drive territory and quota decisions.

Qualifications

• 3+ years of experience in sales/revenue operations supporting a B2B sales org.
• Hands-on with CRM (Salesforce) including reports and dashboards.
• Strong Excel/analytics skills.
• Experience with BI tools (Power BI) for reporting and visualization.
• Ability to structure ambiguous problems and build repeatable reporting processes.
• Clear, confident communication presenting data to Sales leadership.
• Preferred: experience supporting a complex, multi-stakeholder B2B enterprise sales motion.
• Preferred: exposure to EHS, ESG, or a regulated industry.
• Preferred: familiarity with Clari, LeanData, or Salesforce CPQ.
• Preferred: experience designing territory or quota-setting methodologies.
• Candidates may be required to appear onsite at a Wolters Kluwer office.

Responsibilities

• Build and maintain a single source of truth for sales performance reporting.
• Design and run recurring revenue performance cadence for pipeline, forecast, and bookings reviews with Sales leadership.
• Develop dashboards and reporting aligned to the Lead-to-Revenue (L2R) KPI framework.
• Support territory design and account segmentation using a data-driven methodology.
• Support quota-setting analysis based on market potential, account coverage, and historical performance data.
• Own CRM data quality standards, including account hierarchy integrity, duplicate resolution, and field completeness.
• Support account hierarchy implementation and enrichment tool adoption.
• Maintain data stewardship practices aligned to the L2R framework.
• Partner with RevOps Managers, Sales Enablement, Divisional Sales Operations, Central IT, and Sales leadership.
• Surface insights informing territory, quota, and pipeline decisions.

Skills

Sales operations

Revenue operations

Data analysis

Dashboards

Tools

Salesforce

Power BI

Clari

LeanData

Salesforce CPQ

Job description

• Build and maintain a single source of truth for sales performance reporting
• Design and run recurring revenue performance cadence for pipeline, forecast, and bookings reviews with Sales leadership
• Develop dashboards and reporting aligned to the Lead-to-Revenue (L2R) KPI framework
• Support territory design and account segmentation using a data-driven methodology
• Support quota-setting analysis based on market potential, account coverage, and historical performance data
• Own CRM data quality standards, including account hierarchy integrity, duplicate resolution, and field completeness
• Support account hierarchy implementation and enrichment tool adoption
• Maintain data stewardship practices aligned to the L2R framework
• Partner with RevOps Managers, Sales Enablement, Divisional Sales Operations, Central IT, and Sales leadership
• Surface insights informing territory, quota, and pipeline decisions

Requirements

• 3+ years of experience in sales operations, revenue operations, or a similar analytical role supporting a B2B sales organization
• Hands-on proficiency with Salesforce or a comparable CRM, including report and dashboard building
• Strong Excel/analytics skills
• Experience with a BI tool (e.g., Power BI) for reporting and data visualization
• Ability to bring structure to ambiguous problems and build trusted, repeatable reporting processes from scratch
• Clear, confident communication and comfort presenting data and insights directly to Sales leadership
• Preferred: experience supporting a complex, multi-stakeholder B2B enterprise sales motion
• Preferred: exposure to EHS, ESG, or another regulated, technically complex industry
• Preferred: familiarity with Clari, LeanData, or Salesforce CPQ
• Preferred: experience supporting territory design or quota-setting methodology
• Candidates may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process

Core Competencies

Demonstrates expertise in sales operations and revenue operations, with a strong focus on data analysis, reporting, and CRM data quality management. Proficient in building dashboards and insights that drive territory and quota decisions within a B2B sales environment.

Highest-signal resume keywords

• Sales Operations Experience
• Salesforce Proficiency
• Excel Analytics Skills
• BI Tool Experience
• Data Stewardship Practices

Hard Skills

• Sales Performance Reporting
• Dashboard Development
• Quota-Setting Analysis
• Data-Driven Methodology
• Account Segmentation
• Pipeline Forecasting
• Data Quality Standards
• Reporting Processes
• Territory Design
• Duplicate Resolution

Soft Skills

• Clear Communication
• Problem-Solving
• Presentation Skills

Industry Keywords

• B2B Sales Organization
• EHS
• ESG
• Regulated Industry
• Multi-Stakeholder Environment

Tools & Technologies

• Salesforce
• Power BI
• Clari
• LeanData
• Salesforce CPQ