Sales Operations Analyst

Position Summary

We are looking for a detail-oriented and data-driven Sales Operations Analyst to support a dynamic B2B sales team on a national scale. The role centers on managing sales forecasts, reporting, inventory visibility, product allocation, and operational support to ensure smooth sales processes and decision-making.

Key Responsibilities

• Gather and consolidate weekly sales forecasts from the sales team.
• Validate and analyze forecast data to assess accuracy, trends, and identify reporting inconsistencies.
• Create executive-level reports and operational dashboards highlighting sales pipeline and performance metrics.
• Act as the primary operational liaison for the sales organization by monitoring product availability, order statuses, and inventory levels.
• Provide timely inventory and shipment updates to internal teams and stakeholders.
• Respond to inquiries regarding purchase orders, serial numbers, inventory tracking, and shipment details.
• Assist in managing product allocation aligned with demand and available inventory.
• Coordinate allocation priorities in conjunction with Supply Chain teams and monitor backorders to recommend reallocation strategies.
• Track inventory aging and identify opportunities to optimize inventory utilization.
• Collaborate cross-functionally with Sales, Supply Chain, Operations, and Customer Support for demand planning and forecasting efforts.
• Participate in weekly planning meetings by offering insights through reports and data analysis.
• Analyze operational data to uncover patterns and suggest process improvements in Sales Operations.
• Maintain and update reporting templates to ensure consistent accuracy of data.
• Support initiatives aimed at continuous process enhancement within the sales operations function.

Required Qualifications

• Minimum of 3 years' experience in sales operations, supply chain, demand planning, forecasting, reporting, or business analytics.
• Advanced proficiency in Microsoft Excel, including skills with PivotTables, VLOOKUP/XLOOKUP, and data analysis techniques.
• Strong analytical thinking and problem-solving capabilities.
• Proven experience creating business reports and conducting sales forecasting.
• Excellent organizational skills and clear communication abilities.
• Capability to juggle multiple priorities efficiently in a fast-moving environment.
• Experience collaborating with various business departments.

Preferred Qualifications

• Familiarity with Tableau for business intelligence and reporting.
• Experience using Salesforce (SFDC) for reporting purposes.
• Knowledge in inventory management, allocation planning, or demand planning.
• Background supporting B2B sales teams.
• Understanding of Collaborative Planning, Forecasting & Replenishment (CPFR) processes.
• Bachelor’s degree in Business, Supply Chain Management, Finance, Analytics, or related field.