Sr Sales Operations Business Analyst

Sales Operations Business Analyst serves as a strategic partner to Sales Leadership as well as the Product Management, Marketing, HR, & Finance teams by delivering actionable business insights that drive profitable growth across direct and distribution sales channels. This role is responsible for analyzing sales performance, identifying growth opportunities, developing executive dashboards, and supporting data-driven decision-making throughout the organization.

The ideal candidate combines strong analytical and business acumen with expertise in Microsoft Excel, business intelligence platforms, and emerging AI-powered analytics solutions. This individual will play a key role in advancing data visualization, forecasting accuracy, sales process improvement, and sales performance management within a fast-paced manufacturing and distribution environment. The company does not provide immigration sponsorship now or in the future for this position.

Target Candidate Profile

An analytically minded business professional with 5+ years of sales operations or data analytics experience who excels in Excel, enjoys transforming complex data into actionable insights, and is passionate about leveraging AI-powered business intelligence tools to improve commercial performance in a manufacturing and distribution environment. Develop, maintain, and enhance sales performance reporting and KPI dashboards. Analyze sales trends, pricing performance, product mix, customer profitability, and channel performance.

Provide regular monthly reporting and quarterly business review insights to various teams, including but not limited to Sales Leadership, Senior Leadership, Product Management, & Finance. Monitor direct and distribution sales performance against budget, forecast, and strategic growth objectives. Identify risks and opportunities through proactive analysis and business intelligence reporting. Business Intelligence & AI Analytics
Design and deploy AI-enhanced dashboards and predictive analytics tools to improve visibility into sales performance and customer behavior.

Leverage AI-powered analytics platforms, Microsoft Copilot, Power BI, machine learning models, and emerging technologies to automate reporting and generate actionable insights. Collaborate with IT and business stakeholders to integrate AI-driven forecasting, trend analysis, and sales opportunity identification. Develop self-service analytics capabilities that enable commercial teams to access critical business insights. Sales Operations Support
Support monthly, quarterly, & annual sales planning, forecasting, territory analysis, and quota development processes.

Analyze customer segmentation, market opportunities, and sales coverage models. Partner with Sales Leaders to improve pipeline visibility and performance tracking. Assist with incentive compensation reporting and sales effectiveness initiatives. Support pricing strategy, margin improvement efforts, and contract performance analysis. Data Management & Process Improvement
Ensure data accuracy and consistency across CRM, ERP, and reporting systems. Identify opportunities to automate manual reporting and improve data governance.

Drive continuous improvement initiatives that increase efficiency and reduce reporting cycle times. Serve as a subject matter expert for sales data and business intelligence processes. Work closely with Sales, Finance, Marketing, Customer Service, and Supply Chain teams. Translate complex analytical findings into clear business recommendations for executive leadership. Support strategic projects, market expansion initiatives, and commercial excellence programs. Bachelor's degree in Business, Finance, Economics, Statistics, Data Analytics, or related field.

Minimum 5 years of experience in Sales Operations, Business Analytics, Commercial Analytics, Revenue Operations, or related analytical roles. Experience supporting B2B manufacturing, industrial products, paper packaging, packaging materials, distribution, or related industries preferred. Demonstrated experience analyzing sales performance across both direct and distribution sales channels. Strong understanding of sales metrics, forecasting, pricing analysis, profitability analysis, and pipeline management.

Advanced Microsoft Excel skills, including

Data modeling
Scenario analysis
Experience with Microsoft Power BI and/or similar reporting platforms. Hands-on experience developing, deploying, or supporting AI-based dashboarding, predictive analytics, and business intelligence solutions. Microsoft Copilot
Power BI AI capabilities
Natural language query tools
Predictive analytics platforms
Experience creating executive-level dashboards that combine operational, customer, pricing, and revenue performance metrics. Knowledge of ERP and CRM platforms, SAP and SugarCRM highly preferred.

Experience automating reporting workflows and integrating multiple enterprise data sources. Familiarity data visualization best practices. Experience supporting commercial organizations with annual revenues exceeding $250 million. Business Acumen
Sales Analytics
AI and Data Innovation
Financial Analysis
Forecasting & Planning
Data Visualization
Continuous Improvement
Project Management