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The Sales Operations Analyst will leverage operational and commercial data to drive continuous improvement and deliver data-driven insights to Sales and Account Management teams. This role plays a critical part in ensuring reporting accuracy, forecasting reliability, and analytics excellence to enhance client satisfaction and support strategic decision-making.
Job Responsibility:
Analyze sales and operational data to develop recurring reports that track performance, identify trends, and uncover opportunities for improvement
Compile and analyze data to build and tailor QBR presentations for clients
attend client meetings as needed to provide analytical support
Partner with the Sales team to organize, validate, and present forecast data, ensuring accuracy and timely updates
Serve as a power user of CRM systems, AES application, Power BI, Domo, and other data platforms to support reporting needs and ad hoc requests
Provide analytical support and reporting for leadership and cross-functional teams, including Supply Chain, to inform business decisions
Assist in gathering, analyzing, and preparing data exhibits for executive and board-level presentations
Requirements:
Bachelor’s degree in Finance, Analytics, or a related field
3+ years of professional experience in sales operations, analytics, or a related function
Advanced proficiency in Excel and Power BI
CRM experience required
Microsoft Dynamics strongly preferred
Based in Austin, TX (onsite role)
Nice to have:
Oil & Gas industry experience preferred but not required