Sales Operations Analyst

The role

Analyze sales data to find trends and growth opportunities, and build scalable sales processes and tools. Maintain CRM systems such as Salesforce and create reports and dashboards for sales leadership.

What you will do

• Analyze and interpret sales data to identify trends, insights, and growth opportunities.
• Design and implement scalable sales processes, workflows, and tools.
• Maintain and enhance CRM systems such as Salesforce to ensure data accuracy.
• Create and deliver reports and dashboards for sales leadership.
• Collaborate with marketing and sales teams and track campaign success.
• Support sales forecasting and pipeline management.
• Onboard and train new sales team members on systems and processes.
• Identify and implement best practices for continuous improvement.
• Assist with territory planning, allocation and management.
• Oversee lead distribution, quota management, and audits of sales rules of engagement and policies.

Required qualifications

• Bachelor's degree in Business, Economics, Data Analytics, or a related field (listed as preferred)
• 2+ years of experience in sales operations, business analytics, or a similar role
• Experience with CRM tools such as Salesforce
• Experience with data visualization tools: Domo, Tableau or Power BI
• Strong analytical skills to translate data into actionable insights
• Excellent organizational and project management skills
• Strong interpersonal and communication skills for cross-functional collaboration
• Familiarity with sales processes, pipeline management, and forecasting methodologies

Nice to have

• Bachelor's degree in Business, Economics, Data Analytics, or a related field
• Experience in SaaS or software industry

Benefits

• Medical, dental, and vision insurance (full-time employees)
• Competitive and fair pay
• Maternity and paternity leave (full-time employees)
• Short and long-term disability
• Opportunity to learn from a dedicated leadership team
• Company swag

About the company

Filevine is a Legal AI company offering Legal Operating Intelligence through a unified platform powered by LOIS. It has earned AI awards and recognition from Deloitte and Inc. as one of the fastest-growing technology companies in the country.