Sales Operations Analyst

Sales Operations Analyst

Whether you're an experienced professional or just getting started, your contributions matter at Fortra. If you're passionate about tackling meaningful challenges alongside talented team members committed to helping each other succeed, all while having lots of fun, we want to hear from you. We offer competitive benefits and salaries, personal and professional development opportunities, flexibility, and much more!

The Sales Operations Analyst will be responsible for collecting, analyzing, and curating sales data across both direct and channel sales motions. This role requires a keen eye for detail, strong analytical skills, and the ability to translate complex data into actionable insights. The ideal candidate will have a background in data analysis, experience with sales and channel metrics, and a passion for leveraging data to influence business outcomes.

What You'll Do

• Collect, analyze, and interpret sales data to identify trends, patterns, and opportunities for improvement.
• Maintain and optimize Salesforce data quality through proactive data cleansing, deduplication, and validation processes.
• Own all channel-related data integrity in Salesforce, including partner accounts, deal registrations, influence/attribution data, channel opportunity structure, and partner contact records.
• Own Salesforce data integrity across key objects including leads, accounts, contacts, opportunities, territories, and activities.
• Maintain and validate deal registration data, SLA monitoring, and performance reporting.
• Ensure data accuracy and consistency across various sales metrics and report types including Salesforce and PowerBI.
• Engage with Sales & Channel leadership and stakeholders to understand their needs, challenges, and strategic goals.
• Develop and maintain Salesforce reports and dashboards that provide actionable insights to Sales, Marketing, and Finance stakeholders.
• Conduct detailed assessments of business context to inform analysis and reporting efforts.
• Translate business requirements into analytical solutions that drive decision-making.
• Partner with Business Systems to create an ideal state for data.
• Create compelling data visualizations and presentations to communicate findings and recommendations effectively.
• Simplify complex data into clear, concise, and actionable insights for non-technical stakeholders.
• Collaborate with cross-functional teams, such as Marketing, IT, and Finance, to work towards shared initiatives and reporting/process goals.
• Present findings and recommendations to Sales leadership and other key stakeholders.
• Make continuous improvement to documentation standards and create efficiencies in reporting methodologies.
• Build an understanding of the sector that underpins analytical insights against the business' key metrics.
• Additional duties as required

Key Competencies

Innovation

• Generates creative, solution-focused ideas that drive improvement and add value.
• Challenges conventional thinking, learns from setbacks, and delivers enhanced outcomes.

Accountability

• Takes full ownership to deliver assigned tasks, goals, and outcomes.
• Delivers high-quality work on time, with clear expectations and proactive communication.

Service Excellence

• Anticipates and responds to customer needs with professionalism, ensuring a positive and solutions-oriented experience.
• Collaborates across teams, applying feedback to continuously improve service quality and satisfaction.

Teamwork

• Works collaboratively with team members to achieve shared goals and support team success.
• Values diverse perspectives and fosters an inclusive, respectful, and collaborative team culture.

Qualifications

• Bachelor's degree or equivalent practical experience in Statistics, Mathematics, Economics, Computer Science, or a related field.
• 2-3 years experience in sales analysis, business intelligence, or a related role, with a combination of direct and channel data analysis.
• Strong analytical skills with proficiency in data analysis tools (e.g., Excel, SQL, Power BI).
• Excellent communication and presentation skills with the ability to convey complex data insights to non-technical stakeholders.
• Experience with CRM systems (Salesforce) and sales process optimization.
• Ability to work independently and collaboratively in a fast-paced, dynamic environment.
• Excellent interpersonal skills with a team-focused mentality and proven ability to work collaboratively & cross-functionally.
• Strong attention to detail and commitment to data accuracy and integrity.
• High-level understanding of data and experience in extracting, integrating, manipulating, and displaying data from various systems using automation where possible.
• Experience using Power BI would be considered an asset.
• Experience with PRM platforms (Impartner, Allbound, etc.) is a strong asset.

Compensation: $55,000 - $70,000 USD