Sales Operations and Analytics Associate

Job Summary

The Sales Operations & Analytics Associate provides analytical, systems and operational support to the Business Development and wider Commercial organization. The role is responsible for developing dashboards and performance reporting, supporting pipeline and forecasting processes, and improving the commercial workflows that underpin effective decision-making.

Working closely with Business Development, Commercial Leadership, Finance, Marketing and other cross-functional stakeholders, the role translates commercial data into clear, actionable insight. It also helps ensure that Salesforce processes, reporting definitions and data standards are applied consistently across the organization.

The successful candidate will combine strong analytical capability with practical Salesforce experience, attention to detail and a continuous-improvement mindset. They will be comfortable investigating data issues, developing reporting solutions, documenting processes and supporting commercial users in maintaining complete, accurate and timely information.

Main Responsibilities

1). Commercial Analytics & Reporting

• Develop and maintain dashboards, KPI scorecards and commercial reporting for Business Development and Leadership.
• Analyze pipeline, forecasting, bookings, conversions and performance trends to provide actionable business insights.
• Deliver recurring and ad hoc reporting that supports strategic decision-making.
• Identify risks, opportunities and performance gaps through data analysis.
• Utilize Salesforce, Excel, Power BI and other BI tools to improve reporting and visibility.

2). Salesforce Administration & CRM Management

• Serve as a key Salesforce resource supporting Business Development and Commercial teams.
• Develop and maintain Salesforce reports, dashboards, workflows and system enhancements.
• Gather business requirements and translate them into scalable CRM solutions.
• Support CRM projects including testing, integrations, user administration and data migrations.

3). Data Governance & Quality

• Maintain CRM data standards, governance processes and quality controls.
• Conduct data audits, validation reviews and remediation activities to improve data integrity.
• Partner with stakeholders to resolve data issues and improve reporting accuracy.
• Implement controls, automation and process improvements that reduce recurring data-quality issues.

4). Pipeline, Forecasting & Commercial Operations

• Support pipeline management, forecasting and commercial performance reviews.
• Monitor opportunity movement, ageing, conversion and forecast accuracy.
• Prepare analysis and reporting for leadership reviews and commercial meetings.
• Identify bottlenecks, risks and inconsistencies affecting forecast reliability.
• Support account planning, territory management and commercial prioritization activities.

5). Process Improvement & Cross-Functional Support

• Lead initiatives that improve commercial processes, reporting efficiency and operational effectiveness.
• Document workflows, SOPs and best practices while maintaining process governance.
• Evaluate and implement automation opportunities that reduce manual effort.

Minimum Education & Experience

• 5+ Years experience in Sales Operations, Revenue Operations, Commercial Operations, CRM Administration, Business Analytics or a related function.
• Hands-on experience supporting Salesforce and commercial reporting processes.
• Experience developing dashboards, reports and performance metrics for business stakeholders.
• Strong analytical skills with the ability to interpret data and provide actionable insights.
• Understanding of CRM data governance, data quality standards and process compliance.
• Experience supporting pipeline management, forecasting and commercial performance reviews.
• Strong Microsoft Excel skills; experience with Power BI, Tableau or similar BI tools preferred.
• Ability to work effectively across Business Development, Marketing, Finance and Operations teams.

Knowledge, Skills, and Competencies

• Advanced knowledge of sales operations, commercial processes, pipeline management, forecasting methodologies, and CRM best practices.
• Strong analytical and problem-solving skills with the ability to interpret complex data sets, identify trends, and translate findings into actionable business recommendations.
• Proficiency in Salesforce administration, reporting, dashboard development, workflow management, and CRM optimization.
• Expertise in data visualization and business intelligence tools, including advanced Microsoft Excel and Power BI (or comparable analytics platforms).
• Knowledge of data governance principles, data quality management practices, and controls that ensure reporting accuracy and integrity.
• Strong attention to detail and commitment to maintaining accurate, complete, and reliable commercial and operational data.
• Ability to manage multiple priorities, conduct detailed investigations, and deliver high-quality work in a fast-paced business environment.
• Effective stakeholder management and collaboration skills, with the ability to work cross-functionally across Business Development, Finance, Marketing, Operations, and Leadership teams.
• Process improvement mindset with experience identifying inefficiencies, implementing automation opportunities, and driving operational excellence.
• Strong written and verbal communication skills, including the ability to present data, insights, and recommendations clearly to technical and non-technical audiences.

Pay and benefits

Precision is required by law in some states or cities to include a reasonable estimate of the compensation range for this role. This compensation range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to: skill sets, experience and training, licensure and certifications, and other business and organizational needs.

The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Precision, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.

This role is also eligible for a discretionary annual bonus, health insurance, retirement savings benefits, life insurance and disability benefits, parental leave, and paid time off for sick leave and vacation, among other benefits.

Reasonable estimate of the current range $83,200 - $124,800 USD

Any data provided as a part of this application will be stored in accordance with our Privacy Policy. For CA applicants, please also refer to our CA Privacy Notice.