Senior Analyst Sales Operations

Senior Sales Operations Analyst — Salesforce | Remote Contract

Williams & Daniel is seeking a Senior Sales Operations Analyst to lead analysis, reporting, and process improvement initiatives supporting a client’s sales organization.

This is a remote, three-month contract with potential extension to six months. East Coast candidates are preferred. Advanced, hands-on experience analyzing Salesforce data and developing reports and dashboards is required.

Key Responsibilities

• Own complex analysis of Salesforce pipeline, revenue, sales performance, and forecast trends.
• Partner with stakeholders to define business questions, reporting requirements, and success measures.
• Develop and maintain Salesforce reports and dashboards that provide actionable insights for sales leadership.
• Investigate data discrepancies, identify root causes, and coordinate improvements to CRM data quality.
• Support forecasting by evaluating pipeline movement, conversion rates, historical trends, and forecast accuracy.
• Identify sales process inefficiencies and recommend practical improvements.
• Translate analytical findings into clear recommendations and presentations for business leaders.
• Establish consistent metric definitions, reporting documentation, and quality checks.
• Review analytical work and provide guidance to other analysts as needed.
• Collaborate with sales, finance, marketing, and technology teams to resolve reporting and process issues.

Required Qualifications

• At least five years of experience in sales operations, revenue operations, or a related analytical role.
• Substantial hands-on experience analyzing Salesforce data and independently creating reports and dashboards.
• Advanced Excel skills, including complex formulas, pivot tables, and reconciliation of large datasets.
• Strong understanding of sales pipelines, forecasting, conversion metrics, and sales performance measurement.
• Experience independently taking an analysis from business question through recommendation.
• Ability to explain complex findings clearly and work effectively with senior stakeholders.
• Strong attention to detail and ability to manage competing priorities in a remote environment.

Preferred Qualifications

• Experience with business intelligence platforms.
• Experience supporting a B2B software or technology sales organization.
• Experience improving sales reporting, CRM data quality, or operational processes.

Pay: $50.00 - $60.00 per hour

Application Question(s):

• Describe a complex sales operations analysis you personally led using Salesforce data. What business question did you address, how did you validate the data, and what decision or measurable outcome resulted? Please answer in 4–6 sentences.
• Describe a Salesforce report or dashboard you built for sales leadership. Which metrics did you include, and how did you ensure the results were accurate and useful? Please answer in 3–5 sentences.

Work Location: Remote