Deliver required weekly, monthly, and quarterly reporting packages for pipeline, bookings, sales performance, and headcount.
Build rep-, segment-, and region-level dashboards and scorecards.
Support forecasting processes through scenario modeling, variance analysis, and performance trending.
Deliver reporting and insights to support Quarterly Business Reviews (QBRs), Board of Directors (BOD) materials, Sales All Hands meetings, and other executive-facing reviews.
Sales Support & Operational Enablement
Provide operational support across quota management, opportunity hygiene, pipeline metrics, and funnel performance analysis.
Contribute to territory assignment planning, headcount modeling, and capacity tracking in collaboration with Sales Ops and GTM leadership.
Own the structure, governance, and maintenance of Salesforce CRM configuration and object model to ensure data structures, fields, and workflows support accurate reporting, forecasting, and sales execution.
Process Optimization & Systems Alignment
Identify, document, and improve key sales workflows, policies, and rules of engagement.
Partner with Sales Operations, Marketing Ops, Finance, and Business Systems to improve CRM data quality and pipeline accuracy.
Drive data cleansing initiatives and maintain documentation for critical sales operations procedures.
Administer and enhance planning workflows in Pigment, partnering with GTM leadership for scenario planning and modeling
Strategic Planning & Project Support
Support annual GTM and territory planning cycles, including modeling for quota, segmentation, and headcount capacity.
Provide operational and analytical support for long-range planning, budget cycles, and sales strategy alignment.
Lead or co-lead cross-functional initiatives focused on sales process transformation, planning automation, and performance optimization.
Develop and present actionable insights from ad hoc analyses to support GTM decisions, investment trade-offs, and territory performance.
Requirements
Bachelor’s degree in technical field or finance required.
5–7+ years of experience in Sales Operations, Revenue Operations, Business Operations, or FP&A supporting large sales organizations (1K+ people); experience in B2B SaaS or cybersecurity is a strong plus.
Hands-on experience with Salesforce, Pigment, or Anaplan Planning Tools; Power BI or SQL experience is a strong plus.
Experience working with Clari for forecasting and pipeline visibility.
Strong command of Excel, PowerPoint, financial modeling, and data visualization techniques.
Demonstrated success supporting global sales teams, including both direct and indirect channels.
Highly collaborative with strong communication and project management skills.
Proven ability to drive process improvements and scalable operational solutions.
Self-starter with high attention to detail and a track record of independently driving business impact from ambiguous problems.
Strong sense of ownership and drive for excellence.
Benefits
Competitive compensation
Comprehensive benefits
Learning & Development: We are committed to the growth and development of our team members, offering a range of programs including leadership and professional development workshops, stretch project assignments, and mentoring opportunities to help employees reach their full potential.
Flexible work environment: [Remote options, hybrid schedules, flexible hours, etc.]
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