Sales Operations Analyst Job in Eagle Bridge, NY

JOB TITLE: Sales Operations Analyst
SUPERVISION: Reports to VP, Revenue Management


The Need for a More Data-Driven Approach

Sales Operations is becoming increasingly data-driven, as businesses are looking for ways to improve their sales processes and overall profitability. This means that the Sales Operations Analyst will need to be able to use data to make decisions and understand what is working and what is not.

The Sales Operations Analyst will need to be able to gather and analyze data quickly and effectively. They will also need to be able to communicate the findings of their analysis to other members of the team.

More Collaboration Between Sales and Marketing

As marketing and sales become more integrated, the need for a sales operations analyst becomes more apparent.

Sales Operations Analysts are responsible for ensuring that the sales and marketing teams are working together to drive improvements in profitability. This includes tasks such as analyzing customer profitability, the impact of promotions on margins, providing routine updates on sales trends, etc. By understanding how these two departments work together, Sales Operations Analyst can help to ensure that the company’s resources are being used effectively.

A Greater Focus on Customer Experience

Customer experience has become an increasingly important focus for businesses in recent years. This is because customers now have more options than ever before, which means that they are more likely to go elsewhere if they are not satisfied with the service they receive.


  • Data analysis: Data analysis is the ability to interpret large amounts of information and draw conclusions from it. Sales operations analysts use data analysis to determine how to improve sales and marketing strategies. They analyze data to find trends and patterns, which helps them identify areas of improvement.
  • Communication: Communication is the act of conveying information to others. Sales operations analysts often communicate with other members of a sales team, so excellent communication skills are essential. They also communicate with clients and customers, so they need to be able to explain complex ideas in a way that’s easy to understand.
  • Problem-solving: Problem-solving skills allow you to identify and address issues that may arise during the sales process. As an sales operations analyst, you may be responsible for ensuring that sales goals are met and that the sales team is aware of any issues that may affect their ability to meet those goals.
  • Critical thinking: Critical thinking is the ability to analyze a situation and make a decision based on the information you have. Sales operations analysts use critical thinking skills to make recommendations for improving sales processes. They may also use critical thinking to identify areas of improvement for sales processes and make suggestions for how to change them.
  • Organization: Organization is another skill that can be helpful for sales operations analysts. This is because they often have many tasks to complete in a day and keeping track of all of their responsibilities can help them to be more productive.


  • Collect and distribute sales reports on a weekly and monthly basis
  • Develop methods and strategies for assessing large amounts of data using database management, Sage ERP, power queries, etc
  • Develop, analyze and provide recommendations on VOID reports and sales trend data by Parent, Bill to, Ship to
  • Manage and update sales budgets and forecasts
  • Manage and update Customer and Item Profitability Database weekly
  • Manage and distribute weekly reports such as GAP To Budget, GAP to Open Orders
  • Use sales prediction software to determine future trends
  • Manage and track sales Incentive programs
  • Manage S&OP (Sales and Operations Planning) forecasting and analytics. Work with Supply Chain and Production Planning to optimize working capital through improved forecast accuracy
  • Manage, Implement and Integrate a CRM with Customer Service, Sales, IT, Finance to provide actionable knowledge management (Customer ordering patterns, success of marketing campaigns, promotions, spiffs, etc)
  • Manage and Report out on Sales Pipeline Key Metrics:
    • Closure Rates
    • Total Pipeline $ and Cases
    • Timing for Closure
    • Stagnant Accounts
    • Ensure accounts with >75% probability of success to win get transitioned to S&OP forecast
  • Manage, track and analyze all customer promotion activities working closely with sales, marketing and customer service
  • Develop pricing strategies to grow share of higher profitability Items
  • Conduct business case analysis (ROI) on large bid volumes and / or dispenser lease agreements
  • Conduct analysis on Annual Customer Rebate Programs (SVI, Quarterly, TVI, etc)
  • Manage all customer rebate templates and send out to the sales team monthly


  • Minimum of a bachelor’s degree in Finance, Marketing and / or Economics
  • Minimum of 3-5 years of experience
  • Excellent verbal and written communication skills
  • Strong computer skills
  • Strong problem-solving skills
  • Strong analytical skills
  • Highly developed attention to detail
  • Ability to work in a team environment
  • Ability to work in a fast-paced environment
  • Analytical problem-solving skills
  • Proficiency with CRM, ERP, and database software
  • Proficiency with Microsoft Excel, Power BI, Python and Database Management


Sales operations analysts work in a fast-paced environment where they are constantly interacting with people, whether it is on the phone, via email, or in person. They need to be able to think on their feet and be quick thinkers in order to solve problems that arise. They also need to be able to work well under pressure and meet deadlines. Sales operations analysts typically work a regular 40-hour workweek, but they may have to work overtime during busy periods.

How to Apply:

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