Sales Operations Analyst

Summary

MeridianLink is seeking a Sales Operations Analyst to serve as the analytical engine of its Revenue Operations team. The role owns sales reporting, Salesforce data integrity, forecasting and pipeline analytics, and operational processes while partnering with sales, finance, and executive stakeholders to improve data quality and decision-making.

Responsibilities

• Produce recurring bookings, pipeline, and forecast reporting distributed to sales leadership and the executive team
• Support the monthly sales reporting package, driving toward a faster and more reliable close cycle
• Build and maintain Salesforce reports and dashboards that support the weekly sales review and forecast cadence
• Develop and maintain win rate, conversion, and pipeline health reporting for senior leadership and Board-level consumption
• Analyze pipeline and performance trends to surface risks and opportunities before they show up in the numbers
• Proactively identify inconsistencies in reported data and resolve them before results are distributed
• Deliver ad hoc analysis for sales, finance, and executive stakeholders on fast turnaround
• Serve as day-to-day Salesforce support for Sales, Marketing, Finance, and Product teams
• Maintain data hygiene and accuracy across opportunity, account, and pipeline records
• Validate booking values and deal data for accuracy and consistency before they flow into reporting and downstream systems
• Partner with Finance to reconcile reported bookings against financial systems of record
• Document the end-to-end opportunity data flow and identify where data quality breaks down
• Support Salesforce enhancements, testing, and user enablement as the platform evolves
• Reduce manual, spreadsheet-based work by moving reporting into Salesforce and modern BI tooling
• Build scalable, repeatable reporting processes that hold up as the business grows
• Support reporting and analytical needs for strategic go-to-market initiatives as assigned

Skills

• 2 to 4 years of experience in Sales Operations, Revenue Operations, Business Analytics, FP&A, or a comparable analytical role
• Advanced Excel proficiency, including complex formulas, pivot tables, and data modeling
• Hands-on Salesforce experience building reports and dashboards and managing data quality
• Strong analytical mindset with the ability to find the story in a dataset and communicate it clearly
• Demonstrated ability to own recurring reporting processes with multiple stakeholders and firm deadlines
• Excellent written and verbal communication, with comfort presenting findings to senior leadership
• High attention to detail and a personal standard for data accuracy
• Experience with a modern BI or analytics platform such as Sigma, Tableau, Power BI, or Looker
• SQL or data querying skills
• Working knowledge of SaaS revenue metrics including ARR, net revenue retention, pipeline velocity, win rate, and bookings
• Experience supporting a sales forecasting process
• Exposure to territory design, quota setting, or go-to-market planning
• Experience in a high-growth SaaS or technology environment

Qualifications

Must Haves

• 2 to 4 years of experience in Sales Operations, Revenue Operations, Business Analytics, FP&A, or a comparable analytical role
• Advanced Excel proficiency, including complex formulas, pivot tables, and data modeling
• Hands-on Salesforce experience building reports and dashboards and managing data quality
• Strong analytical mindset with the ability to find the story in a dataset and communicate it clearly
• Demonstrated ability to own recurring reporting processes with multiple stakeholders and firm deadlines
• Excellent written and verbal communication, with comfort presenting findings to senior leadership
• High attention to detail and a personal standard for data accuracy

Nice to Haves

• Experience with a modern BI or analytics platform such as Sigma, Tableau, Power BI, or Looker
• SQL or data querying skills
• Working knowledge of SaaS revenue metrics including ARR, net revenue retention, pipeline velocity, win rate, and bookings
• Experience supporting a sales forecasting process
• Exposure to territory design, quota setting, or go-to-market planning
• Experience in a high-growth SaaS or technology environment

Benefits

• Remote work