Sales Operations Analyst at Access One Inc

Chicago, Illinois, United States -

Full Time

Start Date

Immediate

Expiry Date

10 Jun, 26

Salary

75000.0

Posted On

12 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Salesforce Administration, Data Hygiene, Report Building, Dashboard Creation, Excel, Pivot Tables, Lookups, Data Accuracy, Forecasting Support, Process Documentation, System Support

Industry

IT Services and IT Consulting

Description

SALES OPERATIONS ANALYST _____________________________________________ Position Overview The Sales Operations Analyst supports the day-to-day operational and reporting needs of the Sales organization. This role focuses on data accuracy, reporting execution, and system support, enabling Sales leadership to operate with reliable information and consistent processes. This is a hands-on, execution-oriented role for someone early in their Sales Operations career. The Analyst works closely with Sales Operations leadership and translates guidance into usable reports, templates, and workflows. This role does not own sales strategy, system architecture, or revenue forecasting. _____________________________________________ Sales Systems & CRM Support (Salesforce) * Support Salesforce administration and daily system operations under leadership guidance * Maintain CRM data hygiene, including account, contact, and opportunity updates * Build and maintain basic custom Salesforce reports and dashboards to support sales visibility * Assist with user access, permissions, and simple configuration tasks * Document reporting logic and field definitions as they are created * Escalate system limitations or improvement opportunities to Sales Operations leadership _____________________________________________ Reporting & Analysis Support (Excel / BI Tools) * Create and maintain recurring sales reports based on leadership direction * Build custom Excel reports and templates to support pipeline, bookings, and activity tracking * Perform basic analysis to identify data issues, trends, or anomalies * Partner with Sales Operations leadership to refine reports as needs evolve * Maintain lightweight documentation for reports and data definitions _____________________________________________ Forecast & Planning Support * Prepare and validate data inputs for forecasting cycles * Update forecast reports and tracking files * Monitor changes between forecast submissions * Ensure forecast materials are delivered accurately and on time _____________________________________________ Process & Enablement Support * Help translate informal workflows into simple, repeatable processes * Create lightweight documentation for reports, tools, and workflows supported * Assist with onboarding by explaining reports and systems to new users * Identify friction points and propose improvements for leadership review _____________________________________________ Required Qualifications * Bachelor’s degree in Business, Analytics, Finance, or related field * 1–3 years of experience in Sales Operations, Business Operations, or Analyst roles * Working knowledge of Salesforce reporting and CRM fundamentals * Intermediate Excel skills (pivot tables, filters, basic lookups) * Strong attention to detail and data accuracy _____________________________________________ Success Metrics * Timely delivery of accurate sales reports * Adoption and usage of custom reports by Sales teams * Improved visibility into pipeline and activity metrics * Reduced manual reporting effort over time * Clear, usable documentation for supported reports and workflows _____________________________________________ Salary & Benefits * $65,000 – $75,000 base salary, depending on experience and qualifications. * Comprehensive benefits: health, dental, vision, matching 401k, * PTO Flexible work environment. Hybrid schedule: 3 days in office/ 2 days remote Access One provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Responsibilities

The Sales Operations Analyst supports daily operational and reporting needs for the Sales organization, focusing on data accuracy, report execution, and system support within Salesforce. This role involves creating and maintaining recurring sales reports, validating forecast data inputs, and helping to translate informal workflows into repeatable processes.