Sales Operations Analyst ›

Filevine
Filevine

IT, Sales & Business Development, Operations

Salt Lake City, UT, USA

Posted on Oct 15, 2026

What You'll Do:

  • Analyze and interpret sales data to identify trends, insights, and opportunities for growth.
  • Design and implement scalable sales processes, workflows, and tools to improve efficiency and effectiveness.
  • Maintain and enhance CRM systems (e.g., Salesforce) to ensure data accuracy and reliability.
  • Create and deliver reports and dashboards for sales leadership to track performance and make data-driven decisions.
  • Collaborate with marketing and sales teams to align strategies and track the success of campaigns.
  • Support sales forecasting and pipeline management to ensure accurate and timely reporting.
  • Onboard and train new sales team members on systems and processes.
  • Identify and implement best practices to drive continuous improvement in sales operations.
  • Assist with territory planning, allocation and management.
  • Oversee lead distribution processes to ensure fair distribution of opportunities.
  • Support quota management to align with company objectives and monitor sales performance.
  • Audit and assist in enforcement of rules of engagement and other Sales policies.

What You'll Need:

  • Bachelor’s degree in Business, Economics, Data Analytics, or a related field preferred.
  • 2+ years of experience in sales operations, business analytics, or a similar role (experience in SaaS or software industry preferred).
  • Experience with CRM tools such as Salesforce and data visualization tools- Domo, Tableau or Power BI.
  • Strong analytical skills with the ability to translate data into actionable insights.
  • Excellent organizational and project management skills.
  • Strong interpersonal and communication skills for cross-functional collaboration.
  • Familiarity with sales processes, pipeline management, and forecasting methodologies.