Sales Operations Analyst
The Sales Operations Analyst at Confidential Client supports the sales team by managing CRM data, creating performance dashboards, and driving sales process improvements. This role involves leveraging analytics and AI tools to generate actionable business insights and collaborating with cross-functional teams to optimize sales workflows and reporting.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Sales.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
Confidential Client is seeking a Sales Operations Analyst to support sales effectiveness through CRM and data-driven insights. This role partners with commercial, executive, IT, and sales teams to maintain data quality, deliver reporting, and improve sales processes.
- Serve as a subject-matter resource for Salesforce (or equivalent) CRM; maintain account and opportunity data quality
- Build and maintain sales performance dashboards and recurring reports (weekly, monthly, quarterly), including forecast vs. actuals
- Translate commercial questions into actionable analytics, business rules, and recommendations using analytics and AI tools
- Maintain recurring data sets and support sales performance and award metrics
- Identify and support sales process improvement initiatives to streamline workflows and reduce cycle times
- Assist with ad-hoc sales operations tasks and cross-functional projects
What You’ll Need
- Bachelor’s degree required (Economics, Finance, Business, Analytics, or related field preferred)
- Entry-level / early-career experience welcome; internships or related experience a plus
- Strong problem-solving and written/verbal communication skills
- Data analysis and visualization experience (Tableau, Qlik, Power BI, or similar)
- Familiarity with SQL; ability to code in Python or R is a plus
- Experience with Salesforce or other CRMs is a plus
- Comfort using AI-enabled tools (e.g., Microsoft Copilot) to accelerate analysis and insights
Role Details & Hiring Notes
- Employment type: Contract and/or Full-time (as structured by our client)
- Location: Dallas, TX — on-site or hybrid options will be defined by the client
- This listing is posted by Careertakes on behalf of a Confidential Client in the Sales industry
- Applicants must be legally authorized to work in the United States; any required background checks, eligibility requirements, or contract details will be shared by the client during the hiring process
Why Candidates Choose This Role
- Hands-on exposure to CRM optimization, sales analytics, and dashboarding
- Opportunity to work at the intersection of sales, data, and process improvement
- Great entry point for analysts who want to grow into sales operations or revenue-ops roles
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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