Sales Operations Analyst
Job Description
- Sales operations experience.
- Build scalable, efficient, reliable, and easy-to-consume front end dashboards within BI applications.
- Own and enhance core dashboards and reports, ensuring accuracy and relevance.
- Document dashboards comprehensively for self-service and sustainability.
- Balance short-term ad hoc requests with long-term analytics solutions.
- Collaborate with data engineering on robust data architectures.
- Act as the subject matter expert on key Sales KPIs.
- Partner with SalesOps leaders to identify insights gaps and propose solutions.
- Work cross-functionally to improve data quality, availability, and capture processes.
- Conduct deep-dive exploratory analyses to uncover insights and drive strategic discussions.
- Proven experience creating business-facing dashboards using modern BI tools (e.g. Sigma, Tableau, Looker, Power BI).
- 5+ years of meaningful data analysis experience, preferably within SaaS.
- Strong SQL skills and a solid understanding of data modeling and architecture.
- Ability to simplify complex data for non-technical stakeholders.
- Detail-oriented mindset with a sense of urgency.
- Self-starter with intellectual curiosity and systematic problem-solving skills.
- Excellent quantitative skills with experience analyzing SaaS adoption and retention metrics.
- Ability to adapt quickly to changing priorities and manage multiple tasks and firm deadlines.
- Excellent interpersonal skills; skilled at creating material for an executive audience; skilled at converting business requirements into consumable material.
- Bachelor’s degree required.
- Flexible, trust-oriented culture that empowers everyone to take full ownership of their roles.
- Driven by innovation.
- Balancing productivity with self-care.
- Vibrant and dynamic work environment.
- Multitude of benefits.
About Workato
Workato transforms technology complexity into business opportunity. As the leader in enterprise orchestration, Workato helps businesses globally streamline operations by connecting data, processes, applications, and experiences. Its AI-powered platform enables teams to navigate complex workflows in real-time, driving efficiency and agility.
Trusted by a community of 400,000 global customers, Workato empowers organizations of every size to unlock new value and lead in today’s fast-changing world. Learn how Workato helps businesses of all sizes achieve more at workato.com.
Why join us?
Ultimately, Workato believes in fostering a flexible, trust-oriented culture that empowers everyone to take full ownership of their roles. We are driven by innovation and looking for team players who want to actively build our company.
But, we also believe in balancing productivity with self-care. That’s why we offer all of our employees a vibrant and dynamic work environment along with a multitude of benefits they can enjoy inside and outside of their work lives.
If this sounds right up your alley, please submit an application. We look forward to getting to know you!
Also, feel free to check out why:
- Business Insider named us an “enterprise startup to bet your career on”
- Forbes’ Cloud 100 recognized us as one of the top 100 private cloud companies in the world
- Deloitte Tech Fast 500 ranked us as the 17th fastest growing tech company in the Bay Area, and 96th in North America
- Quartz ranked us the #1 best company for remote workers
Responsibilities
We're seeking a data-driven, business-savvy Sales Operations Data Analyst to own and enhance our dashboarding ecosystem using modern BI tools. This role will empower Workato’s Sales and Revenue Operations teams with actionable insights that drive strategic and operational decision-making.
- Build scalable, efficient, reliable, and easy-to-consume front end dashboards within our BI application, Sigma Computing that drive informed decision-making across Sales and Sales Ops teams.
- Own and enhance core dashboards and reports, ensuring they evolve with the business and remain accurate, relevant, and accessible.
- Document dashboards comprehensively to support ongoing self-service, troubleshooting, and long-term sustainability.
- Balance short-term ad hoc requests with the development of long-term, scalable analytics solutions.
- Collaborate with data engineering to ensure dashboards are built on robust, efficient, and future-proof data architectures.
- Act as the subject matter expert on key Sales KPIs.
- Partner with SalesOps leaders to identify insights gaps, uncover pain points, and propose solutions that enhance sales productivity and process optimization.
- Work cross-functionally with product and systems teams to improve data quality, availability, and capture processes.
- Conduct deep-dive exploratory analyses to uncover insights, highlight trends, and drive strategic discussions.
Requirements
Qualifications / Experience / Technical Skills
- Proven experience creating business-facing dashboards using modern BI tools (e.g. Sigma, Tableau, Looker, Power BI).
- 5+ years of meaningful data analysis experience, preferably within SaaS or a relatable analytical background.
- Strong SQL skills and a solid understanding of data modeling and architecture.
- Ability to simplify complex data for non-technical stakeholders.
- Sales operations experience is a strong plus.
- Detail-oriented mindset with a sense of urgency.
- Self-starter with the intellectual curiosity to be a systematic problem solver.
- Excellent quantitative skills with experience analyzing SaaS adoption and retention metrics.
- Ability to adapt quickly to changing priorities and effectively manage time, multiple tasks, and firm deadlines.
- Excellent interpersonal skills; skilled at creating material for an executive audience; skilled at converting business requirements into consumable material.
- Bachelor’s degree required.
For California applicants, the pay for this role is between $80,000 and $100,000, plus variable benefits, perks, and equity.
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