Back to jobs

Sales Operations Analyst

Robert Half · Irvine, CA

Spotted 20h ago

Job details

Level
Mid level
Experience
3+ years
Education
Bachelor's degree
Posted
Oct 28, 2026
Last confirmed open
Oct 28, 2026
Job description

About this role

Key Responsibilities

  • Analyze sales performance, customer trends, and market data to support strategic decision-making.
  • Develop and maintain sales reports, dashboards, KPIs, and performance metrics.
  • Generate weekly, monthly, and quarterly sales analyses for leadership.
  • Support sales forecasting, promotional planning, and demand planning initiatives.
  • Track and analyze customer inventory levels, sell-through, and retail performance.
  • Partner with account managers and sales leadership to identify growth opportunities and risks.
  • Assist with trade promotion analysis, forecasting accuracy, and ROI reporting.
  • Prepare customer scorecards and executive-level business reviews.
  • Monitor retail and distributor sales data to identify trends and recommend actions.
  • Support annual budgeting, sales planning, and revenue forecasting processes.
  • Ensure data integrity across ERP, CRM, and customer reporting systems.
  • Collaborate with Supply Chain, Finance, Marketing, and Demand Planning teams to align forecasts and customer expectations.
  • Perform ad hoc analysis and special projects as requested by leadership.

Qualifications

  • Bachelor's degree in Business, Finance, Economics, Marketing, Supply Chain, or a related field.
  • 3+ years of Sales Operations, Sales Analytics, Business Analytics, or Revenue Management experience.

Required

Consumer Packaged Goods (CPG) industry experience. Experience supporting sales teams that sell to major retail customers. Advanced Microsoft Excel skills, including Pivot Tables, VLOOKUP/XLOOKUP, INDEX/MATCH, Power Query, and data analysis.

Strong analytical, problem-solving, and organizational skills. Excellent communication and presentation abilities. Ability to manage multiple priorities in a fast-paced environment.

Preferred Qualifications

  • Experience working with major retailers such as Walmart, Target, Costco, Kroger, Albertsons, Sam's Club, or Amazon.
  • Experience with syndicated data platforms including Circana (IRI), NielsenIQ, SPINS, or Numerator.
  • Experience with CRM and ERP platforms such as Salesforce, NetSuite, SAP, Oracle, or Microsoft Dynamics.
  • Proficiency in Power BI, Tableau, or other business intelligence tools.
  • Knowledge of trade promotions, category management, and demand planning processes.
  • Key Competencies Sales Forecasting & Reporting Retail & Customer Analytics CPG Data Analysis Business Intelligence Revenue Planning Trade Promotion Analysis Advanced Excel Modeling [[JD_HEADING:Cross-Functional Collaboration Data Visualization Strategic Decision]] Support
Interested in this role?Continue on LinkedIn to apply.
Apply on LinkedIn