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Sales Operations Analyst

Sales | Portland, OR | Full Time

Job Description

Numbers. You like numbers, especially when it means sales.  This might be you. 

The Sales Operations Analyst (“SOA”) will act as the liaison between Finance and Sales with possible inputs from Marketing. This position will primarily be focused on process definition around and data flow through The SOA will apply a thorough understanding of standard business processes and to improving scalability and efficiencies between Sales and Finance. 


  • Champion
  • Online monthly billing management
  • Process Definition and Optimization, Communication and Continuous Improvement
  • Consistent auditing of data elements
  • Report generation and distribution including pipeline, bookings, billings and commissions
  • Generate documentation for training of existing reps and the on-boarding of new employees, provide training as necessary
  • Customer onboarding including account setup
  • Sales order management
  • Bookings to account procurement process management 


  • Bachelor’s degree in applicable field or equivalent experience required
  • 1-3 years experience in applicable areas including, but not limited to sales/marketing administration, or other CRM
  • Experience in the administration of preferable
  • Highly analytical and business process oriented, with a keen skill for problem-solving
  • Ability to communicate to all levels within an organization
  • Strong ability to adapt quickly to change and surroundings
  • Ability to multitask and manage many details in an organized fashion