Sales Operations Analyst
Quick Summary
Lead the adoption of AI-powered analytics and collaborate with IT to operationalize analytical models.
The Sales Operations Analyst will play a key role in optimizing sales performance, strengthening customer relationships, and driving sustainable revenue growth through data-driven insights. This position offers the opportunity to transform complex operational and customer data into actionable intelligence that supports sales strategy, account management, and customer success. Working closely with Customer Operations, Account Management, Customer Success, and IT teams, you will develop dashboards, automate reporting, and identify opportunities to improve retention and expand customer value. You will also contribute to the adoption of AI-powered analytics and predictive modeling to enhance business decision-making. In a fast-evolving, technology-enabled services environment, your work will directly influence operational efficiency and commercial outcomes. This role is ideal for an analytical, customer-focused professional who combines technical expertise with strong business acumen.
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Sales Performance and Customer Analytics: Develop and maintain analytical frameworks that help customer-facing teams understand account performance, identify growth opportunities, and make informed commercial decisions. Analyze order frequency, dispute rates, response times, service levels, and other key indicators to assess customer health and business performance.
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Customer Retention and Renewal Management: Build customer health scoring models and generate weekly reports highlighting at-risk accounts, including the primary drivers of score changes. Develop predictive churn models capable of identifying potential customer losses 30–60 days in advance and automate renewal dashboards incorporating win probability estimates.
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Revenue Growth and Expansion Analysis: Identify opportunities to increase revenue from existing customers through monthly analytics, market share assessments, and wallet share tracking. Monitor customer service behavior and account activity to identify potential service-level agreement (SLA) upgrades and other expansion opportunities.
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Business Reporting and Performance Reviews: Produce quarterly customer value reports and prepare executive-level presentations for monthly and quarterly business reviews. Deliver reliable, actionable insights to support strategic planning, customer discussions, and executive and board-level decision-making.
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Reporting Infrastructure and Automation: Maintain integrations between internal databases, customer relationship management (CRM) platforms, and business intelligence tools such as Power BI and Tableau. Build and maintain automated dashboards, establish alerts when customer health scores cross predefined thresholds, and standardize reporting processes and data definitions.
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Data Quality and Cross-Functional Collaboration: Work closely with Operations and IT to identify and resolve data quality issues at their source. Translate business questions into clear analytical requirements and ensure that customer-facing teams have access to accurate, consistent, and timely information.
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AI and Advanced Analytics: Lead the adoption of AI-powered analytics and collaborate with IT to operationalize analytical models. Develop AI prompts and self-service query interfaces that enable Account Managers and Customer Success Managers to access insights independently, while validating AI-generated outputs for accuracy and reliability.
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Continuous Improvement and Business Impact: Measure the effectiveness of analytics initiatives and continuously improve reporting efficiency, customer retention insights, and commercial decision support. Work toward reducing accounts with critical health scores by 30% week over week, cutting manual data extraction time for Customer Success Managers by 50%, and achieving 100% on-time delivery of automated reports.
Requirements
~2 min read-
Professional Experience: At least 8 years of experience as a Business Intelligence Analyst, Data Analyst, Sales Operations Analyst, or in a comparable analytics-focused role.
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Business Intelligence Tools: Strong proficiency in Power BI, preferably, or Tableau, with demonstrated experience developing dashboards and reports that communicate clear business narratives and drive actionable decisions.
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Industry Experience: Background in logistics, supply chain, distribution, or e-commerce fulfillment. Experience with spare parts logistics and service supply chain operations is particularly desirable.
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Data Integration Expertise: Experience working with enterprise resource planning (ERP) and warehouse management system (WMS) data sources, including the ability to connect information across multiple systems and maintain reliable reporting structures.
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Analytical and Technical Skills: Working knowledge of Python or a comparable programming language for data analysis, including pandas and basic statistical methods. Ability to analyze trends, develop customer performance metrics, and translate complex datasets into practical recommendations.
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CRM Knowledge: Familiarity with CRM data structures and platforms such as HubSpot, Salesforce, or Pipedrive.
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Commercial and Business Acumen: Ability to understand sales and customer success objectives, interpret account performance, identify retention risks, and uncover opportunities for revenue growth and customer expansion.
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AI and Automation: Interest in applying AI tools, predictive analytics, and automation to improve business intelligence capabilities, streamline reporting, and make insights more accessible to customer-facing teams.
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Communication and Collaboration: Excellent written and verbal communication skills, with the ability to explain analytical findings to technical and non-technical stakeholders and collaborate effectively across Sales, Customer Success, Operations, and IT.
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Customer-Centric Mindset: A strong understanding of customer needs and the ability to develop insights that improve customer experience, retention, and long-term business relationships.
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Problem-Solving and Ownership: Strong critical thinking, attention to detail, and organizational skills, with the ability to work independently, manage priorities, and continuously improve analytical processes.
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Work Authorization: Must have the current and continuing legal right to work in the United States without restrictions or expiration.
What We Offer
~2 min readLocation & Eligibility
Listing Details
- First seen
- October 13, 2026
- Last seen
- October 13, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 68%
- Scored at
- October 13, 2026
Signal breakdown
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