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Position Overview
The Sales Operations Analyst supports the day-to-day operational and reporting needs of the Sales organization. This role focuses on data accuracy, reporting execution, and system support, enabling Sales leadership to operate with reliable information and consistent processes.
This is a hands-on, execution-oriented role for someone early in their Sales Operations career. The Analyst works closely with Sales Operations leadership and translates guidance into usable reports, templates, and workflows. This role does not own sales strategy, system architecture, or revenue forecasting.
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Sales Systems & CRM Support (Salesforce)
- Support Salesforce administration and daily system operations under leadership guidance
- Maintain CRM data hygiene, including account, contact, and opportunity updates
- Build and maintain basic custom Salesforce reports and dashboards to support sales visibility
- Assist with user access, permissions, and simple configuration tasks
- Document reporting logic and field definitions as they are created
- Escalate system limitations or improvement opportunities to Sales Operations leadership
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Reporting & Analysis Support (Excel / BI Tools)
- Create and maintain recurring sales reports based on leadership direction
- Build custom Excel reports and templates to support pipeline, bookings, and activity tracking
- Perform basic analysis to identify data issues, trends, or anomalies
- Partner with Sales Operations leadership to refine reports as needs evolve
- Maintain lightweight documentation for reports and data definitions
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Forecast & Planning Support
- Prepare and validate data inputs for forecasting cycles
- Update forecast reports and tracking files
- Monitor changes between forecast submissions
- Ensure forecast materials are delivered accurately and on time
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Process & Enablement Support
- Help translate informal workflows into simple, repeatable processes
- Create lightweight documentation for reports, tools, and workflows supported
- Assist with onboarding by explaining reports and systems to new users
- Identify friction points and propose improvements for leadership review
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Required Qualifications
- Bachelor’s degree in Business, Analytics, Finance, or related field
- 1–3 years of experience in Sales Operations, Business Operations, or Analyst roles
- Working knowledge of Salesforce reporting and CRM fundamentals
- Intermediate Excel skills (pivot tables, filters, basic lookups)
- Strong attention to detail and data accuracy
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Success Metrics
- Timely delivery of accurate sales reports
- Adoption and usage of custom reports by Sales teams
- Improved visibility into pipeline and activity metrics
- Reduced manual reporting effort over time
- Clear, usable documentation for supported reports and workflows
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Salary & Benefits
- $65,000 – $75,000 base salary, depending on experience and qualifications.
- Comprehensive benefits: health, dental, vision, matching 401k,
- PTO Flexible work environment. Hybrid schedule: 3 days in office/ 2 days remote
Access One provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
