AppZen is seeking a highly analytical and technically skilled Sales Operations Lead with 6-10 years of experience. This role involves driving data-driven decision-making, delivering high-impact reporting, forecasting support, and performance insights. The lead will be instrumental in sales analytics, pipeline management, and KPI tracking, leveraging Salesforce, analytics tools, and advanced spreadsheet capabilities to provide actionable insights and increase sales efficiency. The role focuses on improving pipeline visibility, sales forecasting accuracy, and overall sales performance.
Good To Have:- Salesforce Certified Administrator (ADM 201) or higher
- Understanding of Sales systems, automation tools, or data visualization platforms (e.g. CRM Analytics, Tableau, Power BI)
- Macro/VBA development for automation of recurring tasks
- Advanced Google Sheets knowledge (Complex formulas, App Scripts, linked sheets, and automation workflows)
- CRM Analytics
- Spreadsheet automation (macros, pivot tables, scripting)
Must Have:- Own GTM Analytics and drive regular analytics on field rep effectiveness and the company’s GTM motions.
- Design and manage advanced Salesforce reports and dashboards to deliver visibility into key sales metrics.
- Deliver weekly/monthly/quarterly reports with actionable insights for the Executive Leadership team, sales leadership, and GTM stakeholders.
- Build and manage complex models and dashboards using Advanced Excel.
- Create data validation workflows, template tools, and sheets that simplify reporting and forecasting for frontline reps and managers.
- Define, track, and refine core Sales KPIs across the funnel—from leads to closed-won opportunities.
- Monitor opportunity data hygiene and work with sales teams to maintain accurate close dates, stage movement, and pipeline updates in Salesforce.
- Partner with Salesforce Admins and RevOps to refine data models, implement automation, and improve analytics frameworks.
- Recommend improvements to reporting infrastructure, lead/opportunity workflows, and tool integrations.
- Ensure consistency and documentation of all data logic, definitions, and reporting processes.
- Coordinate with the wider GTM Operations teams to support their analytics and reporting needs.
- Bachelor’s degree in Business, Computer Science, Data Analytics, or a related field.
- 6-10 years of experience in Sales Operations or Revenue Operations roles.
- Experience working in B2B SaaS or tech sales environments.
- Familiarity with tools like Salesforce, Hubspot and GTM tech stack.
- Advanced proficiency in Excel: Pivot tables, Power Query, advanced formulas.