Orvera AI Featured in the CMP Research Prism for Voicebot & Conversational IVR

Sales Operations Analyst

Location

New York, NY

Employment Type

Full-time

Location Type

On-site

Department

Sales & Customer Success

Role Overview

We are seeking a Sales Operations Analyst to enable data-driven decision-making across our enterprise sales organization. This role supports revenue growth by delivering accurate reporting, improving sales processes, and partnering with Sales Leadership and Revenue Operations to optimize performance.

The ideal candidate combines strong analytical skills with a deep understanding of sales workflows and CRM systems.

Key Responsibilities

Sales Performance & Analytics

  • Build and maintain dashboards and reports covering pipeline, bookings, forecasting, and sales productivity
  • Analyze funnel performance, deal velocity, win rates, and forecast accuracy
  • Deliver insights and recommendations to sales and executive leadership

Forecasting & Revenue Planning

  • Support weekly and quarterly forecasting processes
  • Assist with territory design, quota planning, and capacity modeling
  • Partner with Sales and Finance to ensure alignment on revenue targets

CRM & Process Excellence

  • Ensure data accuracy and hygiene within CRM systems (Salesforce or equivalent)
  • Support improvements to lead-to-opportunity and opportunity-to-close workflows
  • Identify operational gaps and recommend process improvements

Cross-Functional Enablement

  • Partner with Revenue Operations, Marketing, Finance, and Customer Success
  • Support sales compensation analysis and performance tracking
  • Contribute to strategic initiatives related to growth and scale

Qualifications

  • 3–6+ years of experience in Sales Operations, Revenue Operations, or Analytics
  • Strong analytical and problem-solving skills
  • Hands-on experience with CRM platforms (Salesforce preferred)
  • Advanced proficiency in Excel or Google Sheets; BI tools a plus
  • High attention to detail with the ability to manage multiple priorities

Preferred Experience

  • Experience supporting enterprise SaaS sales teams
  • Familiarity with SaaS metrics, subscription models, and revenue forecasting
  • Exposure to fast-growing or scaled enterprise organizations

What We Offer

  • High-visibility role with direct impact on revenue performance
  • Close partnership with senior sales and operations leadership
  • Competitive compensation and comprehensive benefits
  • In-office collaboration in New York, NY

Compensation

Base Salary Range: $110,000 – $140,000

Additional: Bonus eligibility, equity, and full benefits

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