Senior Sales Operations Analyst

TL;DR

Senior Sales Operations Analyst (Insurance SaaS): Analyze sales and relationship management performance data to identify trends and opportunities with an accent on pipeline management, forecasting accuracy, and KPI tracking. Focus on building dashboards in Excel and Salesforce, optimizing territory planning, and delivering actionable insights to sales leadership.

Location: US Remote

Salary: $105,000 USD to $115,000 USD

Company

hirify.global provides a digital payments platform for the insurance industry, enabling seamless premiums and claims payments processing.

What you will do

• Analyze sales performance data to uncover trends, opportunities, and improvement areas.
• Build and maintain dashboards and reports in Excel and Salesforce for sales leadership.
• Collaborate with Sales, Finance, and BI teams to define KPIs and track progress.
• Provide insights on pipeline management, forecasting, territory planning, and sales metrics.
• Assist in quota setting, territory alignment, and incentive modeling using historical data.
• Support ad-hoc analysis and ensure data integrity across CRM and reporting tools.

Requirements

• Bachelor’s degree in Business, Data Analytics, Economics, or related field.
• 5–6 years in data analytics, preferably in sales or revenue operations.
• Advanced Excel proficiency (pivot tables, formulas, visualization).
• Hands-on Salesforce experience (reporting, dashboards, data extraction).
• Strong analytical thinking, problem-solving, and communication skills.

Nice to have

• Experience with Tableau, PowerBI, SQL.
• Knowledge of R, Python, or other CRMs like HubSpot, Clari.

Culture & Benefits

• Competitive salary and comprehensive benefits: medical, dental, vision insurance, 401(k).
• Commitment to work/life balance and internal promotion opportunities.
• Standard office setting with accommodations for disabilities.