Sales Operations Sr Analyst

Position Title:  Senior Sales Operations Analyst Department:  Revenue Operations Reports To:  VP, Revenue Operations Location: US Remote

Overview: We are seeking a highly analytical and detail-oriented Sr. Sales Operations Analyst to join our team. This role is pivotal in driving data-informed decisions across our sales organization. The ideal candidate will have a strong background in data analysis, advanced Excel skills, and hands-on experience with Salesforce. Experience in the payments, insurance, or SaaS industry is highly desirable.

Candidate will work closely with Sales, Relationship Management, Finance and Business Intelligence teams to uncover insights, optimize performance, and support strategic initiatives.

Key Responsibilities:

• Analyze sales and relationship management performance data to identify trends, opportunities, and areas for improvement.
• Build and maintain dashboards and reports in Excel and Salesforce to support sales leadership.
• Collaborate with cross-functional teams to define KPIs and track progress against goals.
• Provide actionable insights to improve pipeline management, forecasting accuracy, and territory planning.
• Monitor and report on lead conversion rates, win/loss ratios, and sales cycle metrics.
• Assist in quota setting, territory alignment, and incentive modeling using historical performance data.
• Support ad-hoc analysis requests and deliver clear, concise findings to stakeholders.
• Ensure data integrity and consistency across CRM and reporting platforms.

Qualifications:

• Bachelor’s degree in Business, Data Analytics, Economics, or a related field.
• 5–6 years of experience in a data analytics role, preferably within a sales or revenue operations environment.
• Advanced proficiency in Microsoft Excel (e.g., pivot tables, complex formulas, data visualization).
• Hands-on experience with Salesforce (reporting, dashboards, data extraction).
• Strong analytical thinking and problem-solving skills.
• Excellent communication skills with the ability to translate data into business insights.

Desired Qualifications:

• Experience with Tableau, PowerBI, SQL for data manipulation and analysis 
• Knowledge of R or Python a plus 
• Familiarity with other CRM platforms or tools (e.g., HubSpot, Clari). 

Desired Traits:

• Action Oriented, Growth Mindset, Positive Outlook, Problem Solver, Self-starter, Demonstrates Ethical Behavior, Strong Drive, Team Player, Supportive & Adaptable to Change, Exudes a commitment to Personal & Professional Development

Physical Demands:

The conditions herein are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Environment:

Standard indoor office setting; exposure to computer screens.

Physical:

Requires repetitive motion. Substantial movements/motions of the wrists hands, and/or fingers.  Sufficient mobility to work in an office setting; stand or sit for prolonged periods of time; operate office equipment including use of a computer keyboard, mouse, scanner and other tools as needed.

Vision:

See in the normal vision range with or without correction; vision sufficient to read computer screens and printed documents.

Hearing:

Ability to hear in the normal audio range with or without corrections.

  Company Profile:  One Inc provides insurers with the capability to give their customers what they expect: choice, control, convenience, and continuity. That’s the strength derived from the Power of One™ - a cohesive and seamless experience for both inbound and outbound digital insurance payments.

The One Inc Digital Payments Platform combines multi-channel digital communications with electronic payment processing and disbursement, creating a frictionless premiums and claims payments experience. As one of the fastest growing digital payments platforms in the insurance industry, One Inc manages billions of dollars per year in premiums and claims payments.

Headquartered in Folsom, CA—One Inc offers a competitive salary, and benefits including medical, dental, and vision insurance, 401(k) plan, a commitment to a solid work/life balance, and a policy of promoting from within whenever possible.

One Inc is an equal opportunity employer and complies with all EEOC legislation in each jurisdiction it operates in.