Sales Operations Analyst

Remote (U.S. based)

Full-Time

Overview

We’re looking for a Sales Operations Analyst to support a growing business development and revenue team within the insurance industry. This role focuses on Salesforce, sales data, reporting, and system alignment across a complex, integrated environment.

This is a fast-moving role for someone who is detail-oriented, curious, and comfortable with change.

What You’ll Do

• Support and optimize sales processes to improve efficiency and data accuracy

• Administer and support Salesforce, including reporting and dashboards

• Partner cross-functionally with sales, marketing, underwriting, and finance

• Help establish and maintain strong data governance for sales and revenue data

• Develop and maintain reporting on pipeline, performance, and forecasts

• Support the transition from Salesforce dashboards to Tableau

• Troubleshoot CRM and sales tool issues and collaborate on solutions

What You Bring

• 3–7 years of experience in sales operations, business operations, or analytics

• Strong Salesforce experience (required)

• Insurance industry experience strongly preferred

• Experience with Tableau, Power BI, or similar BI tools

• Advanced Excel skills

• Strong attention to detail and ability to work across multiple systems

• Clear communicator who is comfortable asking questions and giving direct feedback

Why This Role

You’ll play a key role in ensuring leaders and sales teams have accurate, reliable data to make decisions. You’ll join a collaborative, high-energy team at a company that values employee engagement, innovation, and long-term career growth.

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