Sales Operations Analyst

Jacobs & Thompson • Full-time • Toronto, ON, CA • 5m ago

We are seeking a highly organized and analytical Sales Operations Analyst to support our sales and manufacturing operations, enabling accurate forecasting, production alignment, sales performance tracking, and process optimization.
In a manufacturing setting, the Sales Operations Analyst plays a critical cross-functional role, bridging sales, production, supply chain, and finance to ensure customer demand is translated into actionable production and delivery plans.Key Responsibilities
1. Sales Data Analysis & Reporting

Monitor and analyze sales performance at multiple levels: customer, region, product line, and SKU.
Track order intake vs. shipment vs. production output and flag variances for investigation.
Build and maintain dashboards and reports for senior leadership using Excel, Power BI, or Tableau.
Analyze revenue performance, margin contribution, and backlog levels across channels and customers.

2. Demand Forecasting & Sales Planning

Consolidate sales forecasts from regional teams and validate against historical trends, seasonality, and customer commitments.
Collaborate with supply chain, production planning, and logistics to ensure forecasts are operationally feasible.
Identify risks to forecast accuracy and build models to improve predictability (e.g., regression, moving averages).

3. Customer Order Management Support

Monitor order lifecycle to ensure on-time and in-full (OTIF) delivery and alert stakeholders to potential delays.
Support large or strategic customer orders by coordinating between sales, planning, and manufacturing to confirm delivery commitments.
Assist in customer performance reviews by providing order vs. forecast variance analysis and delivery metrics.

4. Pricing, Quoting, and Profitability

Work with finance and product teams to develop cost-based pricing models considering BOM cost, and logistics.
Support quote generation by analyzing volume discounts, custom configurations, and production feasibility.
Evaluate margin and contribution for custom or non-standard product requests before approval.

5. CRM & ERP Data Management

Ensure customer pricing, and product data accuracy within ERP (e.g., SAP, Oracle, NetSuite) and CRM systems (e.g., Salesforce).
Track opportunity pipeline in CRM and ensure alignment with production forecast requirements.
Support the sales team in accurate CRM usage for opportunity stages, close dates, and product selection.

6. Sales Process & Operational Efficiency

Map and improve end-to-end sales processes: inquiry → quote → order → production → delivery.
Identify operational bottlenecks and propose process or system enhancements to reduce lead times and improve responsiveness.
Document standard operating procedures (SOPs) related to sales data, quoting, and forecasting.

7. Cross-Functional Coordination

Work closely with:
- Production Planning to align customer orders with available capacity.
- Finance to support revenue recognition and margin analysis.
- Logistics to support on-time shipping and delivery coordination.
- Customer Service to resolve post-order issues such as delays or changes.

Required Qualifications

Bachelor’s degree in Business, Supply Chain, Data Analytics, or related field.
2–5 years of experience in Sales Operations, Commercial Planning, Business Analysis, or similar roles in a manufacturing or industrial environment.
Solid understanding of manufacturing processes, lead times, and supply chain dependencies.
Experience working with CRM and ERP systems (Salesforce, SAP, Oracle, etc.).

Technical Skills

Advanced Excel (pivot tables, nested formulas, Power Query, etc.).
Familiarity with BI tools such as Power BI, Tableau, or Qlik.
SQL or database querying skills (preferred but not mandatory).
Strong data visualization and storytelling capabilities.

Soft Skills

Excellent problem-solving and analytical thinking.
Strong attention to detail and data accuracy.
Clear written and verbal communication skills; able to interact across technical and non-technical stakeholders.
Highly organized with strong time management and multitasking skills.
Proactive mindset with the ability to work independently and in teams.