Job Description

Role : Sales Operation Analyst

Location : Santa Clara, CA

Duration : 9.5 months

Note: Only W2 Candidates and local

THE ROLE:

Duties:

• Support the NAM Sales Operations team with the completion of common data-centric needs, including:
• Business Insights
• Perform data analysis to support pipeline management, forecasting, and sales performance metrics.
• Own all weekly administrative forecasting support (Clari updates, written forecast summary, prepare slides for weekly TVP data pack).
• Provide support for weekly, monthly, and quarterly business reviews Respond to ad-hoc reporting and analysis requests from Sales and Executive teams.
• Maintain and enhance Salesforce, Clari, and GCP reports where needed

Shared Services Support

Assist in the automation and streamlining of manual sales operations tasks for the renewals and ecosystems teams:

Onboarding new hires, system requests

Vacancy requests

Split requests

SCRC write-ups

Assist the Renewals Ops lead in auditing ATR data to improve reporting accuracy.

Skills:

• Salesforce CRM expertise (reporting, dashboards, data hygiene)
• Advanced Excel / Google Sheets (pivot tables, VLOOKUP/XLOOKUP, complex formulas)
• Business Intelligence tools (Tableau, Power BI, Looker, or equivalent
• Ability to analyze complex data sets and distill into actionable insights
• Experience tracking and reporting on sales performance KPIs
• Strong understanding of pipeline metrics, forecasting models, and sales funnel health
• Strong attention to detail and data accuracy
• Ability to document processes and create repeatable reporting workflow

Education: Bachelors degree preferred.

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