Accela
SaaS
SalesOperationsAnalyst
Neural analysis suggests this role is
optimal for Mid candidates.
“Sales Operations Analyst at Accela. Skills: Salesforce Strategy & Optimization, Advanced Analytics & Forecasting, Process Design & Governance, Strategic Partnership, Tool & Data Architecture. Serve as the subject matter expert for Salesforce, leading enhancements and integrations to support business needs.. Design and maintain advanced dashboards, workflows, and automation to improve sales productivity.”
What You'll Achieve.
Driving operational excellence; Enabling revenue growth; Influencing decision-making by providing deep insights; Optimizing processes; Ensuring the scalability of our sales systems; Improve efficiency and performance; Improve sales productivity; Deliver actionable insights; Ensuring accuracy and alignment with revenue targets; Support growth; Ensure data integrity
Industry & Context.
Identify bottlenecks and implement scalable solutions to support growth.
What They're Looking For.
Must Have
3-5 years of experience in Sales Operations, Revenue Operations, or a similar analytical role at a SaaS or B2B company., Salesforce administrator-level expertise, including advanced reporting, dashboards, workflows, validation rules, and process/flow automation., proficiency in data analysis tools: advanced Excel/Google Sheets, with SQL or BI tools (Tableau, Looker, or Power BI) strongly preferred., Demonstrated experience owning a sales forecasting process and producing predictive and trend analyses for senior leadership., Working knowledge of CPQ platforms, marketing automation tools (e. g. , Marketo, HubSpot), and integrations across the sales tech stack., Experience designing and governing sales processes—lead management, opportunity lifecycle, and pipeline hygiene—at scale., Excellent communication and stakeholder-management skills, with a track record of partnering across Sales, Finance, and Marketing leadership., Bachelor’s degree in Business, Finance, Analytics, or a related field, or equivalent practical experience.
Nice to Have
SQL or BI tools (Tableau, Looker, or Power BI) strongly preferred.
What You'll Do.
Serve as the subject matter expert for Salesforce
leading enhancements and integrations to support business needs.
Design and maintain advanced dashboards
and automation to improve sales productivity.
Deliver actionable insights through complex data analysis
and trend identification.
Own the forecasting process
ensuring accuracy and alignment with revenue targets.
Develop and enforce standardized processes for lead management
opportunity lifecycle
and pipeline hygiene.
Identify bottlenecks and implement scalable solutions to support growth.
Oversee integrations between Salesforce and other platforms (CPQ
Ensure data integrity through audits
and compliance standards.
How You'll Work.
Team & Collaboration
Partner with senior leadership across Sales, Finance, and Marketing to design and implement solutions that improve efficiency and performance.; Collaborate with Sales leadership to define KPIs and performance metrics.; Partner with Finance on the book of business and tying back to bookings data in Salesforce.
Communication Scope
Excellent communication and stakeholder-management skills
Full Job Description
ABOUT THE ROLE As a Sales Operations Analyst, you will play a strategic role in driving operational excellence and enabling revenue growth. This position goes beyond reporting—you will influence decision-making by providing deep insights, optimizing processes, and ensuring the scalability of our sales systems. You’ll partner with senior leadership across Sales, Finance, and Marketing to design and implement solutions that improve efficiency and performance. SPECIFIC RESPONSIBILITIES Salesforce Strategy & Optimization Serve as the subject matter expert for Salesforce, leading enhancements and integrations to support business needs. Design and maintain advanced dashboards, workflows, and automation to improve sales productivity. Advanced Analytics & Forecasting Deliver actionable insights through complex data analysis, predictive modeling, and trend identification. Own the forecasting process, ensuring accuracy and alignment with revenue targets. Process Design & Governance Develop and enforce standardized processes for lead management, opportunity lifecycle, and pipeline hygiene. Identify bottlenecks and implement scalable solutions to support growth. Strategic Partnership Collaborate with Sales leadership to define KPIs and performance metrics. Partner with Finance on the book of business and tying back to bookings data in Salesforce. Tool & Data Architecture Oversee integrations between Salesforce and other platforms (CPQ, marketing automation, BI tools). Ensure data integrity through audits, governance policies, and compliance standards. REQUIRED QUALIFICATIONS 3-5 years of experience in Sales Operations, Revenue Operations, or a similar analytical role at a SaaS or B2B company. Salesforce administrator-level expertise, including advanced reporting, dashboards, workflows, validation rules, and process/flow automation. Strong proficiency in data analysis tools: advanced Excel/Google Sheets, with SQL or BI tools (Tableau, Looker, or Power BI) strongly preferred. Dem
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