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Sales Operations Analyst job description

A Sales Operations Analyst is a key role focused on optimizing sales processes and systems, maintaining CRM data integrity, and providing actionable insights through sales analytics to drive sales efficiency and effectiveness.

Alexandros Pantelakis
Alexandros Pantelakis

HR content specialist at Workable, delivering in-depth, data-driven articles to offer insights into industry and tech trends.

Use this Sales Operations Analyst job description template to advertise open roles for your company. Be sure to modify requirements and duties based on the unique needs of the role you’re hiring for.

What is a Sales Operations Analyst?

A Sales Operations Analyst plays a critical role in supporting a company’s sales team by managing the CRM system, analyzing sales data, and improving sales processes. This position requires a blend of technical and analytical skills to ensure the sales organization operates efficiently and effectively, leveraging data to make informed decisions.

What does a Sales Operations Analyst do?

A Sales Operations Analyst is responsible for the overall efficiency and effectiveness of the sales team. They maintain the CRM system to ensure data accuracy, develop reports and dashboards to provide insights into sales performance, and identify opportunities for process improvements.

They work closely with sales leadership to support strategic planning and goal setting, assist with sales forecasting, and contribute to the development of sales strategies through data-driven insights.

Sales Operations Analyst responsibilities include:

  • Maintaining Salesforce CRM, including workflow, reporting, and data integrity
  • Developing and maintaining sales analytics reports and dashboards
  • Optimizing sales and operational efficiency through process improvement
  • Supporting sales teams with planning and operational tasks

Job brief

We’re seeking a Sales Operations Analyst to join our global Sales Ops team. In this role, you’ll be instrumental in maintaining our Salesforce CRM, optimizing sales processes, and providing analytics that drive decision-making. Your work will directly impact our sales efficiency and success.

Ideal candidates have experience in sales operations within a SaaS environment, are Salesforce proficient, and possess strong analytical skills. Join us to support our rapid growth by enhancing our sales operations and contributing to our team’s success.


  • Maintain Salesforce CRM, ensuring data integrity and optimizing workflows
  • Develop and maintain sales analytics reports and dashboards
  • Facilitate sales and operations strategy development and execution
  • Support sales teams with custom opportunities and operational tasks
  • Apply data cleansing techniques and develop new data acquisition methods
  • Manage projects to enhance sales efficiency and effectiveness
  • Engage with internal stakeholders for data needs and analysis
  • Assist in sales compensation and commission calculations

Requirements and skills

  • 3-5 years of experience in Sales, Marketing, or Sales support in a SaaS company
  • Proficiency in Salesforce and business intelligence tools
  • Strong project management and follow-up skills
  • Competency with relational databases and SQL queries
  • Exceptional written and verbal communication skills
  • Creative and strategic problem-solving ability
  • Ability to work cross-functionally and internationally
  • Salesforce Admin or Developer certification preferred

Frequently asked questions

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