Sales Operations Analyst
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Job Description
Sales Operations Analyst supporting Kestra's sales organization to deliver data-driven insights and actionable reports. Collaborating with sales leadership and managing forecast models for business opportunities.
Responsibilities:
- Support daily operational needs of the sales organization, including data management, reporting, and process optimization
- Collaborate regularly with sales leadership to review performance metrics, identify trends, and recommend strategic actions
- Assist the Sales Operations Manager with territory planning analysis and optimization
- Manage weekly and monthly updates to forecast models that integrate multiple variable inputs
- Configure and maintain Salesforce.com data, including creation and management of custom reports and dashboards
- Monitor and ensure data accuracy across integrated systems and metrics
- Own MTD, QTD, and YTD reporting and visibility of Kestra’s Key Performance Indicators (KPIs) specific to commercial operations
- Assist with project management for selected initiatives across the sales and commercial teams
- Push and pull data from Kestra systems to support reporting and analysis needs
- Develop and maintain reporting tools to support business decision-making
- Contribute to the development and execution of overall sales operations strategy and objectives
- Partner with departmental stakeholders to understand business goals and deliver data-driven insights
Requirements:
- Bachelor’s degree (BS or BA), preferably in Business or a related field
- Minimum of 3 years of professional experience in sales, sales operations, or a related analytical role
- Demonstrated ability to deliver valuable and timely reporting to all levels of Sales Leadership
- Experience working with cloud-based systems such as Salesforce.com, including report and dashboard creation
- Strong written and verbal communication skills, with the ability to present complex data clearly
- Advanced proficiency in Microsoft Excel, including pivot tables, VLOOKUP across datasets, and nested IF formulas
- Proficiency in Microsoft PowerPoint, including the ability to create clear and impactful chart visuals
- Excellent organizational, interpersonal, and communication skills
- Strong project management skills
- Analytical mindset
- High attention to detail and data accuracy
Benefits:
- Medical
- Dental
- 401K with Match
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