Senior Sales Operations Analyst, DISCO

• 5+ years of progressive experience in Sales Operations, Customer Success operations, Business Analysis, or a closely related analytical role, preferably within a B2B SaaS or technology environment
• Expert-level proficiency with Salesforce and Outreach
• Advanced skills in Microsoft Excel or Google Sheets (pivot tables, complex formulas, data modeling)
• Demonstrated experience translating complex data sets into clear, executive-level insights and presentations
• Strong understanding of standard sales methodologies and the end-to-end sales process (pipeline management, forecasting, compensation)
• Excellent communication, interpersonal, and presentation skills
• Experience with SQL for querying large-scale data warehouses to extract, manipulate, and analyze sales performance data
• Experience with business intelligence (BI) tools (e.g., Quicksight, Tableau, Power BI, Looker)

Desirable

• The Senior Sales Operations Analyst is a critical partner to our sales and customer success leadership, providing strategic data analysis, business process optimization, and technical expertise to drive efficiency and effectiveness across the organization
• This role requires a strong analytical mindset, deep knowledge of sales and customer success processes, as well as proficiency with sales tech stack systems
• Develop, maintain, and deliver key performance metrics, dashboards, and reports (e.g., pipeline health, forecasting accuracy, rep performance, territory analysis)
• Perform deep-dive analysis on sales/ customer success trends, identify areas for improvement, and translate findings into actionable recommendations for Sales and Customer Success leadership
• Support annual planning processes to include territory design
• Identify and implement process improvements ensuring consistency, compliance, and optimal efficiency from lead to close to retention
• Manage and govern the data quality within the CRM (Salesforce), Outreach and other critical sales technology platforms
• Develop and document clear and scalable Standard Operating processes and policies
• Act as a subject matter expert (SME) for the primary CRM system, and /or other sales / customer success tech stack platforms (e.g., Salesforce and Outreach), handling configuration, reporting needs, and system enhancements
• Evaluate, implement, and manage the integration of various sales / customer enablement tools (e.g., forecasting tools, sales engagement platforms)
• Provide training and support to the Sales team on process changes and technology usage
• Serve as a critical link between Sales and Finance, Business Intelligence, Business applications, marketing, etc ensuring alignment on definitions, processes, and reporting
• Support the monthly/quarterly sales forecasting process, ensuring accuracy and timeliness