Sales Operations Analyst

Robert Half • Full-time • Irvine, CA, US • $80k - $100k / year • 1d ago

Key Responsibilities

Analyze sales performance, customer trends, and market data to support strategic decision-making.
Develop and maintain sales reports, dashboards, KPIs, and performance metrics.
Generate weekly, monthly, and quarterly sales analyses for leadership.
Support sales forecasting, promotional planning, and demand planning initiatives.
Track and analyze customer inventory levels, sell-through, and retail performance.
Partner with account managers and sales leadership to identify growth opportunities and risks.
Assist with trade promotion analysis, forecasting accuracy, and ROI reporting.
Prepare customer scorecards and executive-level business reviews.
Monitor retail and distributor sales data to identify trends and recommend actions.
Support annual budgeting, sales planning, and revenue forecasting processes.
Ensure data integrity across ERP, CRM, and customer reporting systems.
Collaborate with Supply Chain, Finance, Marketing, and Demand Planning teams to align forecasts and customer expectations.
Perform ad hoc analysis and special projects as requested by leadership.

Qualifications

Bachelor's degree in Business, Finance, Economics, Marketing, Supply Chain, or a related field.
3+ years of Sales Operations, Sales Analytics, Business Analytics, or Revenue Management experience.
Required: Consumer Packaged Goods (CPG) industry experience.
Experience supporting sales teams that sell to major retail customers.
Advanced Microsoft Excel skills, including Pivot Tables, VLOOKUP/XLOOKUP, INDEX/MATCH, Power Query, and data analysis.
Strong analytical, problem-solving, and organizational skills.
Excellent communication and presentation abilities.
Ability to manage multiple priorities in a fast-paced environment.

Preferred Qualifications

Experience working with major retailers such as Walmart, Target, Costco, Kroger, Albertsons, Sam's Club, or Amazon.
Experience with syndicated data platforms including Circana (IRI), NielsenIQ, SPINS, or Numerator.
Experience with CRM and ERP platforms such as Salesforce, NetSuite, SAP, Oracle, or Microsoft Dynamics.
Proficiency in Power BI, Tableau, or other business intelligence tools.
Knowledge of trade promotions, category management, and demand planning processes.

Key Competencies

Sales Forecasting & Reporting
Retail & Customer Analytics
CPG Data Analysis
Business Intelligence
Revenue Planning
Trade Promotion Analysis
Advanced Excel Modeling
Cross-Functional Collaboration
Data Visualization
Strategic Decision Support

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