About the Role
The Sales Operations Analyst is the analytical engine of our Revenue Operations team, sitting at the intersection of data, process, and decision-making. This role owns core sales reporting, maintains Salesforce data integrity, and drives the operational cadences that keep sales leadership and the field running on accurate, timely information.
You will work directly with the Manager and VP of Sales Operations on work that is visible at the highest levels of the company, from weekly bookings and pipeline reporting to executive and Board-level metrics. This is not a passive support role. You will own your outputs, hold yourself accountable to accuracy, and push the team toward better data and better process.
Responsibilities
Reporting & Analytics
Produce recurring bookings, pipeline, and forecast reporting distributed to sales leadership and the executive team
Support the monthly sales reporting package, driving toward a faster and more reliable close cycle
Build and maintain Salesforce reports and dashboards that support the weekly sales review and forecast cadence
Develop and maintain win rate, conversion, and pipeline health reporting for senior leadership and Board-level consumption
Analyze pipeline and performance trends to surface risks and opportunities before they show up in the numbers
Proactively identify inconsistencies in reported data and resolve them before results are distributed
Deliver ad hoc analysis for sales, finance, and executive stakeholders on fast turnaround
Salesforce & Data Integrity
Serve as day-to-day Salesforce support for Sales, Marketing, Finance, and Product teams
Maintain data hygiene and accuracy across opportunity, account, and pipeline records
Validate booking values and deal data for accuracy and consistency before they flow into reporting and downstream systems
Partner with Finance to reconcile reported bookings against financial systems of record
Document the end-to-end opportunity data flow and identify where data quality breaks down
Support Salesforce enhancements, testing, and user enablement as the platform evolves
Process Improvement
Reduce manual, spreadsheet-based work by moving reporting into Salesforce and modern BI tooling
Build scalable, repeatable reporting processes that hold up as the business grows
Support reporting and analytical needs for strategic go-to-market initiatives as assigned
Qualifications
Required
2 to 4 years of experience in Sales Operations, Revenue Operations, Business Analytics, FP&A, or a comparable analytical role
Advanced Excel proficiency, including complex formulas, pivot tables, and data modeling
Hands-on Salesforce experience building reports and dashboards and managing data quality
Strong analytical mindset with the ability to find the story in a dataset and communicate it clearly
Demonstrated ability to own recurring reporting processes with multiple stakeholders and firm deadlines
Excellent written and verbal communication, with comfort presenting findings to senior leadership
High attention to detail and a personal standard for data accuracy
Preferred
Experience with a modern BI or analytics platform such as Sigma, Tableau, Power BI, or Looker
SQL or data querying skills
Working knowledge of SaaS revenue metrics including ARR, net revenue retention, pipeline velocity, win rate, and bookings
Experience supporting a sales forecasting process
Exposure to territory design, quota setting, or go-to-market planning
Experience in a high-growth SaaS or technology environment
Requires 2–4 years in sales or revenue operations, business analytics, FP&A, or a comparable role; advanced Excel, Salesforce reporting and data quality, analytical, communication, and accuracy skills.
Key Responsibilities
- producing reports
- maintaining Salesforce
- improving processes
Skills & Tools
Salesforce, Microsoft Excel, Sigma, Tableau, Microsoft Power BI, Looker, SQL
Job Details
- Category: Data and Analytics
- Seniority: Mid Level
- Commitment: Full Time
- Workplace: Remote — United States
- Salary: USD 68,957 – 100,200 / year
- Languages: English
About MeridianLink
A financial technology software company providing cloud-based solutions for financial institutions. — Industry: Information Technology