Develop and maintain dashboards, reports, and scorecards to monitor sales performance, pipeline health, and operational KPIs.
Partner with Sales, Finance, Marketing, and other teams to understand business needs and translate them into reporting solutions.
Own the end-to-end reporting lifecycle: requirements gathering, data modeling, visualization, and stakeholder enablement.
Conduct deep-dive analyses to identify trends, gaps, and opportunities across sales processes and performance.
Ensure data accuracy and integrity across all reporting platforms and tools.
Support quarterly business reviews (QBRs), forecasting cycles, and strategic planning with data insights.
Drive automation and scalability of reporting processes using tools such as Salesforce, Tableau, Power BI, Excel, and SQL.
Collaborate with IT and data engineering teams to optimize data pipelines and infrastructure.
Inform business planning and coverage modeling with data insights to drive strategic investment decisions.

Bachelor’s Degree in Business, Analytics, Finance, or related field; MBA or advanced degree is a plus.
Typically, 8+ years of experience in Sales Operations, Business Analytics, or a similar role.
Strong proficiency in data visualization tools (e.g., Tableau, Power BI) and CRM systems (e.g., Salesforce).
Advanced Excel skills and working knowledge of SQL or other data querying languages.
Experience with forecasting, pipeline analysis, and sales performance metrics.
Excellent communication and storytelling skills with the ability to influence stakeholders.
Detail-oriented with a passion for solving complex problems through data.
Preferred Skills: Experience in a high-growth tech or SaaS environment.

Business Analyst, Sales Operations

Key skills