ezCater, Inc - Senior Sales Operations Reporting & Insights Analyst (Remote)
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Requirements
• 5+ years of experience in Sales Operations, Revenue Operations, data analysis, or a closely related role. • Strong analytical and problem-solving skills; comfortable working with large, complex data sets and ambiguous problems. • Proficiency with CRM platforms (Salesforce required; HubSpot a plus), including reporting and basic configuration concepts. • Proficiency with SQL for querying and validating data across multiple sources. • Experience with business intelligence / data visualization tools (e.g., Sigma, Tableau, Power BI); able to build and iterate on dashboards and reports. • Solid understanding of sales processes and sales performance metrics, including territory or book-of-business design, pipeline and forecasting metrics, and sales compensation concepts. • High attention to detail with a strong bias toward data quality, governance, and reproducible reporting. • Excellent communication skills, with the ability to translate technical or analytical findings into clear, business-focused narratives. • Proven ability to manage multiple priorities and stakeholders in a fast-paced, cross-functional environment. • Experience working closely with FP&A, Analytics, and/or Data teams on shared models, dashboards, and financial reporting is strongly preferred. • Ability to travel up to 5 days per quarter for Together Weeks, team gatherings and other events, when applicable.
Responsibilities
• Analyze sales performance data to identify trends, forecast outcomes, and surface actionable insights for Sales, Finance, and leadership. • Design, build, and maintain sales dashboards and reports for reps, managers, and executives (e.g., bookings, pipeline, attainment, productivity). • Own and operationalize account and territory assignments, including rules of engagement and book-of-business changes, ensuring data integrity and fairness across the sales organization. • Support annual and in-year sales planning, including quotas, territory changes, and goal-setting inputs. • Partner with FP&A and Analytics to build data models, SQL transformations, and commission-related datasets. • Collaborate with the CRM administration team (Salesforce, HubSpot) to translate business requirements into data structures, fields, and workflows; monitor and improve data quality. • Assist in sales forecasting by providing clean data sets, scenario analysis, and clear views of trends vs. targets. • Monitor key sales KPIs (conversion, pipeline coverage, win rates, productivity, attainment, etc.) and identify opportunities to improve performance and process efficiency. • Troubleshoot and improve data connectors, ETL logic, and BI assets (e.g., Sigma/Tableau dashboards and underlying models) in partnership with Analytics/Data teams. • Prepare clear, executive-ready presentations and summaries that translate complex analyses into concise recommendations for senior leadership. • Build strong cross-functional partnerships with Sales, Finance, Marketing, and other GTM teams to ensure alignment on definitions, reports, and operating rhythms.
Benefits
• Please note: Final offer amounts are determined by multiple factors, including prior experience, expertise and region & may vary from the amount above. This range does not represent additional compensation benefits (such as equity, 401K or medical, dental or vision insurance). • ezCater does not sponsor applicants for work visas or legal permanent residence. • What You’ll Get from Us: • You’ll get a terrifically compelling experience in an innovative, high performing environment. You’ll get to work with engaged and passionate colleagues on challenging and impactful projects. You will have opportunities to grow in your career, and work in a place that values work/life harmony. • Oh, and you’ll get all this: Market competitive salary, stock options that you’ll help make worth a lot, 12 paid holidays, flexible PTO, 401K with ezCater match, health/dental/FSA, long-term disability insurance, mental health and family planning resources, remote-hybrid work from our awesome Boston office OR your home OR a mixture of both home and office, a tremendous amount of responsibility and autonomy, wicked awesome co-workers, employee meal program (and many more goodies) when you’re in our office, and knowing that you helped transform the food for work space.
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