Skip to Main Content

What Is a Sales Operations Analyst and How to Become One

Sales Operations Analyst

What Does a Sales Operations Analyst Do?

A sales operations analyst works with sales teams to provide data on sales reports for their business or organization. Their job duties include creating sales reports, administering incentive-based compensation programs, and managing customer relationships. The qualifications to be a sales operations analyst include a high school diploma, although many employers prefer a post-secondary degree in business or a related field. Additional career qualifications include analytical and report skills and sales experience.

How to Become a Sales Operations Analyst

The qualifications that you need to become a sales operations analyst include a degree and analytical skills. You can start in this career by earning a bachelor’s degree in business, finance, or a similar subject. Most employers prefer analysts with a master’s in business administration (MBA) with a focus on business analytics. In this job, you use software such as Salesforce to collect and organize data. In some cases, a sales operations analyst also needs to know SQL or similar languages to customize databases. You need the ability to present your findings to executives and sales staff orally and in writing.

Sales Operations Analyst Job Description Sample

With this Sales Operations Analyst job description sample, you can get a good idea of what employers are looking for when hiring for this position. Remember, every employer is different and each will have unique qualifications when they hire for a Sales Operations Analyst role.

Job Summary

We are in need of an experienced business analyst to support our sales team as a Sales Operations Analyst. In this position, you will help us improve the performance of our team through sales reporting and business intelligence tactics. Your primary responsibility will be to produce reports on market trends and the performance of our products. You will also be responsible for forecasting future trends and initiating incentive programs to help our team meet their goals. You may also look for specific areas in which we can improve, such as invoicing procedures or customer relations. Our ideal applicant has a bachelor's degree in finance and is proficient with both Tableau CRM tools and SAP ERP software.

Duties and Responsibilities

  • Assess our current sales performance and strategy
  • Analyze market trends and report on how we can better compete
  • Initiate incentive programs to improve performance
  • Manage customer relations

Requirements and Qualifications

  • Bachelor's degree in business
  • Several years of experience as a business analyst
  • Analytical problem-solving skills
  • Proficiency with CRM, ERP, and database software