Sales Operations Analyst

Summary / Position Purpose:

The Sales Operations Analyst supports the sales organization by providing actionable insights, data analysis, and process improvements to drive efficiency, accuracy, and growth. This role plays a key part in optimizing sales performance through data-driven decision-making, forecasting, and operational support across our manufacturing and electronic assembly divisions.

Essential Duties, Functions and/or Responsibilities:

Sales Performance & Reporting

• Develop, maintain, and automate sales reports and dashboards to track KPIs such as bookings, revenue, pipeline health, customer trends, and sales rep performance.
• Analyze sales data to identify opportunities for improvement in forecasting accuracy, territory coverage, and pricing strategies.
• Provide regular reporting and insights to sales leadership, finance, and operations teams.

Data Management & CRM Optimization

• Manage and maintain accurate sales data within CRM (e.g., Salesforce, HubSpot, or equivalent) ensuring data integrity across accounts, contacts, and opportunities.
• Partner with IT and sales teams to optimize CRM functionality, automate workflows, and enhance reporting capabilities.
• Conduct regular audits and implement data governance best practices.

Forecasting & Planning

• Support monthly and quarterly sales forecasting through data analysis, trend identification, and collaboration with account managers.
• Partner with finance and production planning teams to align sales forecasts with manufacturing capacity and inventory levels.
• Evaluate product mix, demand variability, and customer order patterns to assist in operational planning.

Process Improvement

• Identify and implement process improvements that enhance sales productivity, order accuracy, and quote-to-cash efficiency.
• Support standardization of pricing models, discount structures, and quoting tools.
• Collaborate cross-functionally with marketing, supply chain, and customer service to ensure seamless end-to-end operations.

Strategic Support

• Assist leadership in territory alignment, goal setting, and incentive compensation analysis.
• Prepare business reviews and presentations for executive leadership and key stakeholders.
• Support new product launches with sales data insights, pricing analysis, and performance tracking.

Education and/or Work Experience Requirements:

• Bachelor’s degree in Business Administration, Finance, Data Analytics, or related field.
• 3 years of experience in Sales Operations, Business Analysis, or related role — preferably within manufacturing, electronics distribution, or electronic assembly industries.
• Experience with ERP and CRM systems (such as Salesforce, SAP, NetSuite, or Dynamics 365).
• Strong analytical and quantitative skills with advanced Excel and/or data visualization tools (Power BI, Tableau).
• Proven ability to interpret complex data and translate insights into actionable recommendations.
• Excellent attention to detail and strong organizational skills.
• Effective communication and presentation skills with both technical and non-technical audiences.
• Familiarity with manufacturing sales cycles, BOM pricing, lead times, and production planning concepts preferred.

Physical Requirements:

• Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards
• Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state, and local standards

This position requires applicants to be authorized to work in the US without sponsorship; TestEquity does not sponsor applicants for work visas.

TestEquity provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.