Key Responsibilities
Sales Analytics & Performance Tracking
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Build and maintain sales activity dashboards and report to track pipeline, bookings, and deal performance
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Develop scalable data models to support forecasting and performance insights
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Partner with Sales Finance to ensure data consistency across SFDC and financial systems
Pricing & Deal Analytics
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Support pricing strategy development, including pricebooks, discount analysis, and deal economics
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Analyze deal trends to improve pricing discipline and revenue optimization
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Provide insights to leadership on pricing performance, margin, and competitive positioning
Operations & Process Development
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Design and implement scalable sales operations processes and workflows
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Drive data standardization and improve data quality across systems (e.g., SFDC, reporting tools)
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Identify opportunities to automate reporting and streamline manual processes
Cross‑Functional Collaboration
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Identify system gaps and partner with IT to develop scalable process and tool improvements.
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Automate data flows and reporting to increase operational efficiency.
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Drive cross‑functional projects that require both technical depth and business acumen.
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Present insights and recommendations to senior leadership in a clear, structured manner.
Required Qualifications
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Bachelor’s or Master’s degree in Accounting or Finance along with programing experience
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10–12 years of combined experience in data business analysis, FP&A, product operations, or similar roles blending Finance and Sales Operation.
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Strong analytical and quantitative skills with advanced proficiency in Excel, SQL, and analytics tools.
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Proven experience collaborating with both technical and non‑technical stakeholders in high-tech software companies
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Ability to interpret complex data, build models, and communicate insights succinctly.
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Self-starter with strong problem‑solving skills, attention to detail, and business judgment.
Preferred Qualifications
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Advanced proficiency in financial modeling, ERP/CRM systems (SAP, SFDC), and reporting tools.
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Familiarity with pricing models, deal analysis, or financial forecasting.
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Exposure to product development lifecycle or programming workflows.
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Experience with data visualization tools e.g. Tableau and AI Agent tools
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Ability to work effectively in a dynamic, high‑growth environment with competing priorities.
The annual salary range for California is $136,500 to $253,500. You may also be eligible to receive incentive compensation: bonus, equity, and benefits. Sales positions generally offer a competitive On Target Earnings (OTE) incentive compensation structure. Please note that the salary range is a guideline and compensation may vary based on factors such as qualifications, skill level, competencies and work location. Our benefits programs include: paid vacation and paid holidays, 401(k) plan with employer match, employee stock purchase plan, a variety of medical, dental and vision plan options, and more.
