Sales Operations Analyst

About the Role

We are seeking a highly organized, analytical, and proactive Sales Operations Analyst to provide critical inside support to our sales organization. Reporting directly to the Head of Growth and Client Solutions and supporting one other sales professional, this role is essential in ensuring our team is equipped with accurate data, efficient processes, and the logistical support they need to succeed in the field and at industry events.

The ideal candidate is detail-oriented, tech-savvy, and comfortable working across multiple systems—including HubSpot, Levitate, and LinkedIn—to drive insights, streamline operations, and elevate our team’s performance.

This is an exciting opportunity for someone who is eager to grow their career in sales operations. As a Sales Operations Analyst at Alan Gray , you’ll be at the center of our sales engine—driving insights, supporting strategy, and enabling our sales team to thrive. You’ll gain hands-on experience with industry-leading tools, collaborate directly with sales leadership, and play a meaningful role in shaping how we engage prospects and measure success.

This role is perfect for someone who wants to lean into their analytics skills, strengthen their understanding of the sales funnel, and take on increasing responsibility in a supportive, learning-focused environment. You’ll have the chance to work across data, processes, and people—building a versatile skill set that can propel you into future roles in sales operations, revenue operations, or sales leadership.

You’ll also have the opportunity to travel (~10% to 20% of time) to conferences, supporting the team on-site and gaining invaluable exposure to the industries and clients we serve.

And, with Alan Gray recognized as a 2025-26 Great Place to Work , you’ll be joining a culture that truly invests in its employees. We’re committed to professional development, mentorship, and creating an environment where you can bring new ideas, make an impact, and grow your career with confidence. Discretionary bonus available based on performance and contributions. This is a full-time, remote role.

Responsibilities:

Sales Data & Reporting

• Manage and maintain accurate data within HubSpot and Levitate .
• Build dashboards, reports, and data visualizations to monitor sales performance and pipeline activity.
• Deliver monthly and quarterly sales funnel metrics , including lead generation, conversion rates, pipeline health, and activity KPIs.
• Prepare PowerPoint summaries for leadership, highlighting trends, insights, and key sales performance indicators.

Sales Enablement & Support

• Create and segment targeted prospect lists for outbound sales activity.
• Conduct research on contacts, industries, and opportunities to support prospecting initiatives.
• Coordinate and schedule meetings, travel logistics, and conference itineraries for sales team members.
• Support the sales team at trade shows and conferences, including booth coordination, lead tracking, and on-site logistics.

Process Optimization

• Identify opportunities to improve sales processes, reporting accuracy, and operational efficiency.
• Ensure CRM data hygiene and support user training or troubleshooting as needed.
• Collaborate with sales leadership to support forecasting and performance tracking.

Qualifications/Experience :

• 3-5+ years of experience in sales operations, business operations, sales support, or a related role.
• Proficiency with HubSpot (required); familiarity with Levitate and LinkedIn Sales Navigator strongly preferred.
• Strong analytical skills with experience manipulating and interpreting data.
• Intermediate to advanced skills in Excel/Google Sheets and PowerPoint.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple projects and deadlines in a fast-paced environment.
• Strong communication skills and a customer-service mindset.

What We’re Looking For :

• A proactive problem-solver who anticipates the needs of the sales team.
• Someone who enjoys both working with data and supporting people logistically.
• A team player who is comfortable wearing multiple hats and contributing to a growing organization.
• Insurance industry experience a plus but not required