Business Analyst Sales Operations
Job Title: Business Analyst Sales Operations
JOB SUMMARY:
We are seeking an Analyst to play a key role in optimizing sales processes, improving data integrity, and supporting revenue growth initiatives. Acting as a utility player, this individual will leverage SQL, Microsoft Office, Power BI/Tableau, and HubSpot to analyze sales performance, streamline workflows, and enhance decision-making.
This role requires strong analytical skills, structured and critical thinking, attention to detail, and the ability to work cross-functionally with Business Development, Product, Market Operations, Delivery Service Partner Operations teams. The ideal candidate is self-motivated, detail-oriented, and capable of translating complex data into actionable insights that drive efficiency and revenue growth.
KEY DUTIES AND RESPONSIBILITIES:
Sales Operations & Process Optimization
- Manage and optimize sales tools, including CRM (HubSpot) and reporting platforms, ensuring data accuracy and usability.
- Support sales forecasting, pipeline management and analysis, and performance tracking to drive data-informed decision-making.
- Collaborate with sales representatives to help them build pitch decks for prospective enterprise customers
- Identify inefficiencies in the sales funnel and recommend process improvements to increase conversion rates.
- Assist in defining and enforcing sales processes, SOPs, and governance frameworks.
- Collaborate with sales leadership to develop incentive models and variable compensation compensation analysis and work cross-functionally to develop related reports.
Data & Reporting
- Ensure data accuracy and integritywithin HubSpot CRM tool by identifying and eliminating duplicate or incomplete records.
- Build, maintain, and improve sales dashboards and reports using HubSpot, SQL, Power BI, Tableau, and Excel.
- Analyze sales trends, pipeline velocity, and customer behavior to provide actionable insights.
- Develop presentations using PowerPoint to communicate key findings and recommendations to leadership.
Cross-Functional Collaboration
- Work closely with Business Development, Product, Market Operations, and Delivery Service Partner Operations teams to ensure their reporting needs are captured in HubSpot and other Sales Operational needs are met.
- Support lead generation, segmentation, and attribution analysis to optimize demand generation efforts.
- Assist in onboarding new sales team members by providing data insights and tool training.
QUALIFICATIONS:
- Bachelor s degree in Business, Analytics, Finance, or a related field.
- 1 3 years of experience in Sales Operations, Revenue Operations, or Business Analytics
- Proficiency in SQL, Excel (PivotTables, VLOOKUP, INDEX/MATCH), PowerPoint, and Power BI/Tableau
- Strong analytical and critical thinking skills with a structured problem-solving approach
- Detail-oriented, self-motivated, and capable of managing multiple priorities in a fast-paced environment.
- Excellent communication and presentation skills, with the ability to translate data into insights for leadership
- Experience working with HubSpot (or similar CRM platforms like Salesforce) for sales process optimization is preferred but not required
PREFERRED QUALIFICATIONS:
- Experience working in a high-growth sales organization.
- Knowledge of sales compensation modeling and quota setting.
- Familiarity with automation tools and process optimization techniques in a sales environment.
Job Title: Business Analyst Sales Operations
JOB SUMMARY:
We are seeking an Analyst to play a key role in optimizing sales processes, improving data integrity, and supporting revenue growth initiatives. Acting as a utility player, this individual will leverage SQL, Microsoft Office, Power BI/Tableau, and HubSpot to analyze sales performance, streamline workflows, and enhance decision-making.
This role requires strong analytical skills, structured and critical thinking, attention to detail, and the ability to work cross-functionally with Business Development, Product, Market Operations, Delivery Service Partner Operations teams. The ideal candidate is self-motivated, detail-oriented, and capable of translating complex data into actionable insights that drive efficiency and revenue growth.
KEY DUTIES AND RESPONSIBILITIES:
Sales Operations & Process Optimization
- Manage and optimize sales tools, including CRM (HubSpot) and reporting platforms, ensuring data accuracy and usability.
- Support sales forecasting, pipeline management and analysis, and performance tracking to drive data-informed decision-making.
- Collaborate with sales representatives to help them build pitch decks for prospective enterprise customers
- Identify inefficiencies in the sales funnel and recommend process improvements to increase conversion rates.
- Assist in defining and enforcing sales processes, SOPs, and governance frameworks.
- Collaborate with sales leadership to develop incentive models and variable compensation compensation analysis and work cross-functionally to develop related reports.
Data & Reporting
- Ensure data accuracy and integritywithin HubSpot CRM tool by identifying and eliminating duplicate or incomplete records.
- Build, maintain, and improve sales dashboards and reports using HubSpot, SQL, Power BI, Tableau, and Excel.
- Analyze sales trends, pipeline velocity, and customer behavior to provide actionable insights.
- Develop presentations using PowerPoint to communicate key findings and recommendations to leadership.
Cross-Functional Collaboration
- Work closely with Business Development, Product, Market Operations, and Delivery Service Partner Operations teams to ensure their reporting needs are captured in HubSpot and other Sales Operational needs are met.
- Support lead generation, segmentation, and attribution analysis to optimize demand generation efforts.
- Assist in onboarding new sales team members by providing data insights and tool training.
QUALIFICATIONS:
- Bachelor s degree in Business, Analytics, Finance, or a related field.
- 1 3 years of experience in Sales Operations, Revenue Operations, or Business Analytics
- Proficiency in SQL, Excel (PivotTables, VLOOKUP, INDEX/MATCH), PowerPoint, and Power BI/Tableau
- Strong analytical and critical thinking skills with a structured problem-solving approach
- Detail-oriented, self-motivated, and capable of managing multiple priorities in a fast-paced environment.
- Excellent communication and presentation skills, with the ability to translate data into insights for leadership
- Experience working with HubSpot (or similar CRM platforms like Salesforce) for sales process optimization is preferred but not required
PREFERRED QUALIFICATIONS:
- Experience working in a high-growth sales organization.
- Knowledge of sales compensation modeling and quota setting.
- Familiarity with automation tools and process optimization techniques in a sales environment.