Sales Operations Analyst

What the role involves

• Own CRM data quality, structure and reporting standards
• Design dashboards for pipeline, forecast and funnel performance
• Automate manual sales processes and lead routing
• Analyse funnel performance to find where revenue is lost
• Equip the sales team with the tools and data they need

Core skills

• CRM Administration & Data Governance (level 4/5)
• Sales Funnel & Pipeline Analysis (level 4/5)
• SQL & Database Design (level 3/5)
• Reporting & Dashboarding (level 4/5)
• Process Automation (level 3/5)
• Cross-Functional Collaboration (level 4/5)

Preferred skills

• Business Intelligence Tools (Tableau, Looker)
• Marketing Attribution
• Scripting & Automation (Python / JS)

Tools

Experience expected

2-4 years in sales operations, revenue operations or business analysis

Projects that prove the role

• Forecast accuracy improvement after a data and process cleanup
• Lead routing change that increased accepted lead rate
• Reporting automation that removed a weekly manual exercise

Evidence to collect

• A funnel analysis that identified a real revenue leak
• A CRM data cleanup with the accuracy improvement measured
• An automation with hours saved quantified

What the interview covers

• Finding where a pipeline actually leaks
• Improving forecast accuracy without constraining reps
• Handling conflicting definitions of pipeline between teams
• A request you pushed back on because it would damage data quality

How the role progresses

• Sales Operations Analyst
• Senior Sales Ops Analyst
• Sales Operations Manager
• Director of Revenue Operations
• CRO

Certifications that carry weight

• Salesforce Certified Sales Cloud Consultant
• Tableau Certified Data Analyst
• Looker Explorer Certification

Related roles

• data-analyst
• business-analyst
• account-executive

Turn this into a plan

Inside CareerDev4AI, choosing this role generates a roadmap of the skills, projects and milestones that move you towards it.