Sales Strategy & Operations Analyst

Role Overview

The Sales Strategy & Operations Analyst optimizes and enhances sales processes for the consulting sales team. The focus is on driving operational efficiency, supporting strategic decision-making through analytics, and facilitating seamless internal operations, with the flexibility to support client-facing needs as required.

Key Responsibilities

• Maintain and optimize CRM system data, ensuring accuracy and supporting sales process workflows.
  
• Develop and deliver analytics dashboards and management reports that track pipeline, performance metrics, forecasts, and business outcomes.
  
• Analyze sales, customer, and pipeline data, providing actionable insights to drive healthy sales performance and uncover growth opportunities.
  
• Coordinate internal sales activities including lead assignment, meeting scheduling, and documentation.
  
• Prepare client-facing materials (proposals, presentations, summaries) and participate in client calls/meetings as needed for operational support.
  
• Support continuous improvement initiatives for sales processes, systems, and playbooks.
  
• Collaborate with account managers, consultants, and sales leaders to improve customer handling and engagement.
  
• Assist with sales forecasting & quota management
  
• Uphold a high standard of data hygiene, reporting discipline, and documentation for all activities.

Requirements

• Proficiency with Microsoft Suite (Excel, PowerPoint, Word) for analysis, reporting, and presentations.
  
• Hands-on experience with CRM platforms (Salesforce, HubSpot, Dynamics 365, or similar) for sales operations, workflow, and data management.
  
• Working knowledge of B2B sales processes and account management (preferably in consulting or professional services).
  
• Strong customer handling and stakeholder communication skills.
  
• Prospecting skills, including research, list building, and initial outreach coordination.
  
• Analytical mindset and experience interpreting sales data; familiarity with key sales performance metrics.
  
• Ability to balance multiple priorities, document processes, and collaborate across teams.
  
• Minimum 1 year of experience in similar role.
  
• Bachelor's Degree required.
  

Additional/Preferred Skills

• Exposure to sales analytics or BI tools (Power BI, Tableau).
  
• Experience improving process documentation, SOPs, or templates.
  
• Knowledge of sales workflow automation or project management tools.

Benefits