Sales Operations Analyst Job Description

Looking to hire a rockstar Sales Operations Analyst for your company? Read more about the role and use the job description template below to attract the best candidates.

Sales Operations Analyst: role overview

A Sales Operations Analyst supports the sales team in achieving revenue targets by analyzing sales data and identifying opportunities for improvement. They work with cross-functional teams to ensure efficient sales processes and provide insights for strategic decision-making. A great Sales Operations Analyst is detail-oriented, analytical, and proficient in data manipulation and visualization tools.

Sales Operations Analyst job description template

As a Sales Operations Analyst, you will work closely with the sales team to enhance their effectiveness and efficiency. You will be responsible for analyzing sales data, identifying trends, and developing strategies to increase revenue. Your job duties will include creating sales reports, evaluating market conditions, and managing sales territories. You will also be responsible for monitoring sales targets and ensuring that they are met or exceeded. To excel in this role, you should have strong analytical skills, excellent communication skills, and a keen eye for detail. If you are looking for a challenging and rewarding career in sales operations, then this is the role for you.

Your responsibilities

  • Conduct analysis of sales data to identify trends and opportunities for improvement
  • Create and maintain sales reports and dashboards to provide insights to the sales team
  • Collaborate with sales teams to develop and implement strategies for achieving sales targets
  • Manage sales forecasting and budgeting processes
  • Develop and maintain sales operations policies and procedures
  • Provide training and support to sales teams on sales operations processes and tools
  • Identify and implement process improvements to increase efficiency and effectiveness of sales operations
  • Ensure data accuracy and integrity in sales systems and databases
  • Collaborate with cross-functional teams to ensure alignment of sales operations with business objectives
  • Monitor and analyze market trends and competitor activity to inform sales strategies


  • 3 years of sales operations experience
  • Strong analytical and problem-solving skills
  • Proven ability to drive revenue growth
  • Expertise in Salesforce and Excel
  • Excellent communicator and collaborator
  • Experience with sales forecasting and pipeline management
  • Ability to develop and implement sales processes
  • Experience with data analysis and reporting
  • Understanding of CRM and sales tools
  • Ability to work under pressure and meet deadlines

Frequently asked questions

What does a Sales Operations Analyst do?

Sales Operations Analysts are responsible for analyzing and optimizing the sales process of a company. This includes identifying sales trends, forecasting sales numbers, and ensuring sales data accuracy. They work closely with sales teams to provide data-driven insights that can improve sales performance. Examples of their daily tasks include creating sales reports, monitoring sales metrics, and developing sales strategies. They are also responsible for identifying areas of improvement and implementing solutions to help the sales team reach their goals. Overall, Sales Operations Analysts play a critical role in driving sales and revenue growth for a company.

What skills make a great Sales Operations Analyst?

  • Forecasting – Predicting future sales trends and demand
  • Data Analysis – Collecting and interpreting sales data
  • CRM Management – Maintaining and optimizing a customer relationship management system
  • Sales Process Optimization – Streamlining sales processes and procedures
  • Reporting – Generating regular sales reports for management
  • Performance Tracking – Monitoring sales performance against goals and KPIs
  • Communication – Effectively communicating with sales teams, management, and other departments
  • Problem Solving – Identifying and solving sales-related problems
  • Project Management – Leading and executing sales-related projects
  • Collaboration – Working with cross-functional teams to achieve sales objectives

How to write an engaging job description for the Sales Operations Analyst role?

When writing a job description for a Sales Operations Analyst, emphasize the role’s strategic importance and impact on the organization. Highlight the need for a highly analytical candidate who can interpret data, identify trends, and recommend solutions. Emphasize the role’s cross-functional nature, requiring collaboration with sales, marketing, and finance teams. Finally, describe the essential requirements like a bachelor’s degree in business, sales experience, and proficiency in CRM software.

Who does a Sales Operations Analyst work with on daily basis?

A Sales Operations Analyst typically works closely with members of the sales team, such as sales representatives, account managers, and sales managers, on a daily basis inside an organization. They also collaborate with other departments like marketing, finance, and customer support to ensure smooth operations and data flow. Sales Operations Analysts usually belong to the Sales Operations department, which is a part of the larger sales organization within a company. They generally report to a Sales Operations Manager or Director, who oversees the efficiency and effectiveness of the sales processes and tools.

Ready to hire
the best
Sales Operations Analyst?

Beyond job description: verify candidates' skills for the Sales Operations Analyst role with Heroify assessments

Smart questions created by experts

Our questions are designed to assess candidates' actual skills in real-world business situations. We don't quiz on definitions or irrelevant facts that can be found easily online. Additionally, all questions are evaluated by experts with diverse experience and regularly updated, ensuring they measure precisely what you need.

Assessments tailored to your specific needs

At Heroify, we don't use pre-made assessments. Instead, we customize each assessment to meet your specific needs. We analyze your job offer to identify the skills that should be tested and include a diverse set of questions to ensure that the assessment is not only effective, but also captivating for candidates.

Scientifically-validated tools and methods

We work with psychometricians, work psychologists, and experts in artificial intelligence to ensure the maximum effectiveness, reliability, and objectivity of our assessments.

Advanced anti-cheating methods

We ensure that all candidates have equal opportunities to showcase their skills by using modern and user-friendly anti-cheating methods. The integrity and honesty of the results are guaranteed by measures such as question copying prevention and alerts that inform of window switching, among others techniques.

Create a customized Sales Operations Analyst skills assessment in just 5 minutes!

Share essential details about the position and paste the job offer.
We analyze provided data to identify skills to assess, and select the most effective questions customized to meet the needs of the position, company, and industry.
Make the assessment even more personalized by including open-ended questions.
Invite candidates to take the assessment and impress them with instant feedback and smart questions.
Quickly and easily compare candidates based on their actual skills and hire the most qualified one for the job.
Copyright © 2022 Heroify. All Rights Reserved