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Sales Operations Analyst, Systems & Reporting
Location
United States
Posted
3 days ago
Salary
0
Seniority
Senior
Job Description
Sales Operations Analyst, Systems & Reporting
Mastercam
• Serve as the first point of contact for Salesforce Revenue Cloud requests across Direct, Channel, Educational, and Compliance Sales teams • Build and maintain scalable reports and dashboards aligned to Mastercam pipeline and forecast tracking standards • Troubleshoot data integrity issues across opportunities, accounts, and quoting workflows • Continuously improve workflows and data quality to support accurate reporting and downstream financial alignment • Develop and maintain Salesforce and Power BI dashboards supporting pipeline visibility, forecast accuracy, and executive KPI reporting • Deliver actionable insights on bookings, pipeline health, forecast gaps, and performance trends across global sales teams • Implement and enforce standardized reporting definitions • Support recurring reporting cadences with reliable, consistent data • Translate business requirements from Sales Ops, Commercial leadership, and Channel teams into clear technical specifications for Digital Systems • Partner closely with Digital Systems on Salesforce enhancements, prioritization, and release planning related to Revenue Cloud • Identify inefficiencies across quoting, order flow, and reporting processes, then implement related automation and system-driven solutions • Enable sales users in Salesforce, specifically reporting tools and standardized processes
Job Requirements
- Bachelor's degree in Information Systems, Computer Science, Data Analytics, or a related field preferred
- 3–5+ years of Sales Operations, CRM Administration, Business Systems, Reporting, or related experience
- Advanced Salesforce reporting and dashboard experience
- Power BI dashboard development and data visualization experience
- Experience gathering business requirements and translating them into system enhancements
- Strong understanding of sales processes, forecasting, pipeline management, and CRM best practices
- Ability to communicate effectively with both business users and technical teams
- Above average communication skills, both written and verbal
- Proficiency with Microsoft Office (Word, Excel and PowerPoint)
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Remote work options
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