Sales Operations Analyst

Sales Operations Analyst — Salesforce | Remote Contract

Williams & Daniel is seeking a Sales Operations Analyst to support a client’s sales organization through Salesforce reporting, data analysis, and process improvement.

This is a remote, three-month contract with potential extension to six months. East Coast candidates are preferred. Hands-on experience analyzing Salesforce data is required.

Key Responsibilities

• Pull, validate, and analyze Salesforce sales data to identify trends, performance gaps, and opportunities for improvement.
• Create and maintain reports and dashboards covering pipeline, revenue, sales activity, and conversion metrics.
• Support sales forecasting through data preparation, trend analysis, and reconciliation.
• Identify missing, duplicate, or inconsistent CRM data and coordinate corrections.
• Use Excel and available reporting tools to investigate business questions and communicate findings.
• Identify opportunities to simplify reporting and improve sales processes.
• Partner with sales, marketing, finance, and other stakeholders on reporting needs and follow-up actions.
• Maintain documentation for reports, metric definitions, and recurring processes.

Required Qualifications

• At least two years of experience in an analytical role involving hands-on use of Salesforce data.
• Experience creating Salesforce reports and dashboards.
• Strong Excel skills, including pivot tables, lookup functions, and data reconciliation.
• Understanding of sales pipelines, sales cycles, forecasting, and common sales performance metrics.
• Strong attention to detail and ability to explain findings clearly.
• Ability to manage priorities and work independently in a remote environment.

Preferred Qualifications

• Experience with Looker or another business intelligence tool.
• Experience supporting a B2B software or technology sales organization.
• Experience improving CRM data quality or recurring reporting processes.

The Sales Operations Analyst plays a vital role in driving sales effectiveness. By providing data-driven insights, working with Salesforce, and refining sales processes, they help sales teams focus on what they do best, selling. This role supports data-driven decision-making, helping the company meet its revenue targets more efficiently.

Job Type: Contract

Pay: $30.00 - $40.00 per hour

Application Question(s):

• Describe your experience pulling and analyzing sales data from Salesforce. Give one example of a report or analysis you created, the tools you used, and how the results were used by the sales team. Please answer in 3–5 sentences.
• Describe how you have used Excel to validate or analyze Salesforce data. Which functions or features did you use, and what problem did you solve?

Work Location: Remote