Senior Sales Operations & Analytics Analyst (Contract)

WCL Group; Plano (TX); On-site; USD 51,000 - 69,000; Full time

Job summary

WCL Group is seeking a Business Analyst 3 – Sales Operations Analyst to drive end-to-end sales operations, including pipeline forecasting, territory planning, and quota administration. You will partner with Sales, Marketing, Finance, and DA leadership to streamline processes and remove blockers.

The role focuses on CRM management, data analytics, and developing dashboards to surface performance insights while leading continuous improvement across operations and tools.

Qualifications

• Bachelor's degree in Business Administration, Business Operations, or a related field (Master's degree a plus).
• 5+ years of experience in Sales Operations, Business Operations, or a related analytical/operations role.
• 3+ years of call center operations experience (strongly preferred).
• Strong proficiency in CRM platforms (Salesforce preferred) and sales enablement tools.
• Advanced skills in Microsoft Excel and/or Google Sheets (pivot tables, VLOOKUP, complex formulas, build dashboards in Excel and/or Power BI).
• Demonstrated ability to manage and analyze large datasets and translate findings into actionable business insights.
• Proven project management skills with the ability to prioritize and manage multiple initiatives simultaneously.
• Strong written and verbal communication skills with the ability to present to executive audiences – Skilled in Power Point is preferred.

Responsibilities

• Support the end-to-end sales operations lifecycle, including pipeline management, forecasting, territory planning, and quota administration.
• Partner with Sales, Marketing, Finance, and DA leadership to streamline processes and remove operational roadblocks.
• Serve as a key point of contact for sales enablement tools, systems, and processes across the DA organization.
• Assist in the development and execution of sales enablement programs, training materials, and onboarding resources to improve seller productivity and effectiveness.
• Oversee call center customer service operations for assigned accounts.
• Develop, maintain, and enhance dashboards, reports, and scorecards to provide actionable insights on sales performance, KPIs, returns, and business trends.
• Conduct deep-dive analyses to identify patterns, gaps, and opportunities within the sales funnel and revenue pipeline.
• Translate complex data sets into clear, concise narratives and recommendations for senior leadership and stakeholders.
• Monitor data integrity across CRM and related sales systems, ensuring accuracy and consistency of reporting.
• Identify and lead continuous improvement initiatives that enhance the efficiency and scalability of sales operations processes, including initiatives to reduce returns.
• Document standard operating procedures (SOPs) and best practices for key operational workflows.
• Assist in managing cross-functional projects from initiation through completion, ensuring timely delivery and stakeholder alignment.
• Support change management efforts related to system implementations, process redesigns, and organizational updates.
• Manage and maintain CRM platforms (e.g., Salesforce), including data hygiene, user support, and process configuration.
• Collaborate with IT and systems teams to evaluate, implement, and optimize sales technology solutions.
• Provide end-user training and support for sales tools and platforms.
• Act as a liaison between the DA Sales team and internal operations, finance, logistics, and analytics functions.
• Prepare and present operational updates, business reviews, and performance summaries to leadership.
• Build strong working relationships with stakeholders at all levels of the organization to ensure alignment and effective execution.

Skills

Sales Operations

Business Operations

Call Center Ops

CRM (Salesforce)

Excel / Power BI

Data Analysis

Project Management

Executive Communication

PowerPoint

Agile / Jira

Education

Bachelor's degree in Business Administration/Operations

Master's degree (a plus)

Tools

Salesforce

Power BI

Tableau

Jira

Zendesk

Job description

WCL Group is seeking a Business Analyst 3 – Sales Operations Analyst to drive end-to-end sales operations, including pipeline forecasting, territory planning, and quota administration. You will partner with Sales, Marketing, Finance, and DA leadership to streamline processes and remove blockers.

The role focuses on CRM management, data analytics, and developing dashboards to surface performance insights while leading continuous improvement across operations and tools.