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Sales Operations Analyst

MW Partners · San Jose, CA

Spotted 3d agoContract

Job details

Employment
Contract
Level
Entry level
Experience
1+ year
Education
Bachelor's degree
Posted
Oct 27, 2026
Last confirmed open
Oct 27, 2026
Job description

About this role

Responsibilities and duties:

  • Work directly with sales reps and managers to achieve sales goals by providing timely sales analytics including pipeline analysis, best practices, pipeline efficiencies and sales results.
  • Work directly with sales operations and sales managers to identify problem areas and pain points within their organization, identifying stakeholders to solve and improve these pain points.
  • Collaborate to identify issues and solutions to make business flow better for the sales teams.
  • Work on problems of moderate to complex scope where analysis of situations or data requires a review of a variety of factors.
  • Work with internal front and back office departments throughout each selling quarter to resolve open items and close deals ensuring all necessary paperwork is in place prior to deal closure.
  • Support the end-of-quarter sales effort by assisting in driving all sales orders and approvals through internal data entry processing.
  • Assist sales team with needs related to processing through internal systems and processes (e.g. Salesforce.com).
  • Assist sales team with deal structuring to ensure best value for the company while maximizing quota attainment.
  • Work closely with other SOMs to share knowledge, best practices and facilitate standardization across the whole sales organization.
  • Exercises judgment within defined procedures and practices to determine appropriate action.
  • Plan and implement projects for account and territory selection in order to optimize the sales team for next year planning

Requirements:

  • Bachelor's degree in Business or Finance
  • Experience with financial and project data analysis.
  • Finance background, familiar with budgeting, capex, opex, depreciation, building financial models and ROI, etc.
  • Excel Expert, pivot tables, analysis Data modeling experience Metrics and Data Analytics Professional, Executive level PowerPoint Reporting Systems experience such as Tableau
  • 1-3 years’ experience in a Sales Operations, Finance or other analytical role
  • Excellent analytical skills Advanced Excel skills
  • Detailed Oriented Excellent communication skills Ability to create and maintain cross functional relationships
  • Must have a ‘can do’ attitude and have an internal strong sense of urgency
  • CRM experience a plus
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