Senior Sales Operations Analyst

Forward Financing

. Analyze and communicate sales performance trends, strategic insights, and forecasts to leadership and stakeholders monthly .

Posted 11/3/2026full-timeRemote • United StatesSenior💰 $114,000 - $144,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in sales analysis and operations, leveraging advanced analytical tools and CRM systems to drive strategic insights and optimize sales performance. Proven ability to communicate effectively across all organizational levels and collaborate with cross-functional teams to enhance profitability.

Highest-signal resume keywords

Sales AnalysisSalesforce ProficiencyTableau ExpertiseAdvanced Microsoft Excel SkillsAI Tools Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales AnalysisSales OperationsFinancial AnalysisData AnalysisLead ManagementSales OptimizationProject PlanningProblem SolvingSales Performance MetricsSales Forecasting

Soft Skills

Effective CommunicationRelationship BuildingAttention to DetailAdaptabilityCollaboration

Tools & Technologies

SalesforceTableauMicrosoft ExcelPowerPointLeanDataGenesysAI Technologies

Industry Keywords

Sales Performance TrendsSales Pipeline HealthProfitability InitiativesSales Contest CompensationIncentive Plans

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Analyze and communicate sales performance trends, strategic insights, and forecasts to leadership and stakeholders monthly
Partner directly with Sales leaders through weekly meetings to understand priorities and support the team
Build comprehensive Tableau and Salesforce dashboards delivering actionable insights
Collaborate with Underwriting, Finance, Marketing, Technology, Analytics, and Executive Leadership on initiatives driving profitability
Analyze sales pipeline health and progression, identify bottlenecks, and ensure effective lead management
Evaluate sales channels and partnerships and recommend optimization strategies
Perform ad-hoc sales analysis to optimize sales effectiveness, productivity, and business performance
Identify, test, and implement sales technologies, including AI-driven solutions
Support sales pilot programs involving strategies, tools, and incentive plans using testing and data analysis
Update the President’s Club Leaderboard
Compile and submit monthly incentives and sales contest compensation
Update Salesforce as needed to support the Sales team

Requirements

What you’ll need

5+ years of experience in sales analysis, sales operations, consulting, finance, or a related analytical role
Bachelor’s degree required
Advanced Microsoft Excel skills, including pivot tables, VLOOKUPs, nested IF statements, and INDEX MATCH
Advanced PowerPoint and related tools skills
Experience leveraging AI tools such as Gemini or Claude within Sales Operations, or strong eagerness to learn and adopt emerging AI technologies
Proficiency with CRM systems such as Salesforce
Experience evaluating unique problems, collaboratively creating solutions, drafting project plans, and delivering effective new business processes
Ability to communicate effectively at all levels and build long-lasting relationships across the organization
Self-starter with strong attention to detail and ability to shift priorities in a fast-paced environment
Proficiency with a lead distribution system such as LeanData and/or a communication platform such as Genesys preferred
Proficiency with analytics and BI tools such as Tableau preferred
Authorized to work for any employer in the US
Must indicate whether future sponsorship is required

Benefits

Comp & perks

Flexible work location (home, office, or combination)
Flexible hours
Medical insurance
Dental insurance
Vision insurance
Commuter benefits
Flexible time-off policy
Paid parental leave
401(k) match for US employees
Wellness reimbursement
Volunteering days
Annual professional development budget
Charitable donation match
Virtual and in-person team events
10% annual target bonus