Sales Operations Business Process Analyst

Sales Operations Business Process Analyst

Salesforce | Sales Operations | Revenue Operations | Forecasting & Analytics

Are you aSales Operations or Revenue Operations professional who knows how to turn Salesforce data, business requirements, and sales processes into actionable insights and scalable solutions?

Our client is seeking an experiencedSales Operations Business Process Analyst to improve sales execution by optimizing Salesforce-supported processes, strengthening pipeline and forecasting discipline, and delivering trusted reporting and business insights.

This highly visible role partners withSales Leadership, Sales Operations, Finance, IT, and Salesforce administrators to improve business processes, data quality, Salesforce adoption, forecasting, and executive decision-making.

What You'll Do

Salesforce & Sales Process Optimization

• Analyze, document, and improve sales processes supportingopportunity management, qualification, pipeline progression, forecasting, territory management, lead management, and account planning

• Establish and maintain business rules, field definitions, SOPs, governance controls, review cadences, and escalation processes

• Identify process inefficiencies and recommend scalable improvements involvingSalesforce, automation, data, reporting, training, and business processes

• Improve Salesforce adoption, data quality, sales productivity, and forecasting discipline

• Develop user guidance and training and measure the effectiveness of corrective actions and process improvements

Business Analysis & Solution Delivery

• Partner with business and technical stakeholders to translate business needs intorequirements, desired outcomes, dependencies, priorities, risks, and acceptance criteria

• Evaluate potential solutions based on business requirements, data availability, system capabilities, expected benefits, and implementation considerations

• Manage and prioritize theSalesforce process and reporting enhancement backlog

• Maintain visibility into project status, decisions, risks, priorities, and unresolved issues

• Support solution design, testing, validation, deployment readiness, business acceptance, and post-implementation reviews

Reporting, Forecasting & Business Insights

• Design and maintainSalesforce dashboards, reports, scorecards, exception reporting, and recurring business-review analytics

• Support reporting acrosspipeline, forecasting, bookings, revenue, customer activity, and sales performance

• Establish consistent reporting definitions, fields, filters, calculations, data sources, and reporting periods

• Validate reporting accuracy and investigate discrepancies between dashboards, source reports, and underlying data

• Conduct historical, trend, variance, and root-cause analysis

• Analyzeforecast accuracy, pipeline aging, opportunity movement, deal slippage, stage progression, conversion rates, value changes, and timing changes

• Identify material risks, exceptions, trends, and performance drivers

• Develop concise,executive-ready insights and recommendations for monthly, quarterly, and annual business reviews

• Monitor required-field completion, data-update timeliness, process adoption, and forecast compliance

• EvaluateAI, Salesforce automation, and analytical capabilities that can improve sales efficiency and decision-making

Required Qualifications

• Bachelor's degree in Business, Finance, Analytics, Information Systems, or a related field, or equivalent relevant experience

• 5+ years of experience in Sales Operations, Revenue Operations, business analysis, CRM process improvement, business analytics, or a related function

• 3+ years of hands-on Salesforce Lightning experience, including reporting, dashboards, process optimization, deployment support, or related sales capabilities

• Strong understanding ofopportunity management, pipeline management, sales forecasting, bookings, revenue reporting, and KPI measurement

• Experience translating business requirements into practical Salesforce, reporting, process, or analytical solutions

• Demonstrated experience managing enhancement priorities and supporting testing and business acceptance

• Strong skills indata validation, variance analysis, root-cause analysis, process design, and problem-solving

• Ability to translate complex data and business information into clear recommendations forexecutive, business, and technical audiences

Preferred Qualifications

• Salesforce Administrator or Salesforce Business Analyst certification

• Experience withSalesforce AI and Agentforce

• Experience withCRM Analytics, Tableau, Power BI, Oracle Analytics, or comparable BI and reporting platforms

• Experience withhistorical snapshots, forecast-movement reporting, pipeline trend analysis, and complex bookings or revenue forecasting

• Experience supportingglobal B2B sales organizations

• AdvancedMicrosoft Excel and data-analysis skills

Ideal Candidate

The ideal candidate combines the analytical mindset of aSales/Revenue Operations professional with the process and requirements expertise of aBusiness Analyst. You should be comfortable working directly with sales leadership, digging into Salesforce data, identifying the root cause behind reporting or process issues, and translating findings into practical solutions.

Experience leveragingSalesforce AI or Agentforce to improve sales processes, automation, analytics, or decision-making is a strong plus.

If you have deep Salesforce experience and enjoy improving the processes, reporting, and analytics that drive sales performance,apply today to learn more about this opportunity.

• Medical, dental, and vision coverage
• Life and disability insurance
• Additional voluntary benefits