Sales Operations Analyst

San Mateo, CA
Sequoia Consulting Group – Operations
As Sales Operations Analyst, your role to is accelerate the best sales business processes through Salesforce and provide the tools for our sales team to close new business and drive renewals. You will drive the operational cadence, provide reporting and generate data driven insights. You must be a self-starter who thrives in the face of challenge and is relentless in clearing obstacles with a resourceful and creative approach to problem-solving in a fast-paced and constantly evolving sales environment.  Sequoia’s clients include many of the most well-known and fastest growing technology brands in the world, and they expect the highest level of service, value and expertise from our team members.   

What You Get to Do

    • Support a regular weekly, monthly and quarterly cadence around planning, forecasting, opportunity progression, pipeline management and business reviews for Sequoia leadership
    • Develop and maintain performance dashboards to ensure visibility and insights for stakeholders and sales team members for activity, pipeline and performance against goals
    • Deliver strategic, data-driven insights to company leaders based on results and trends 
    • Assist with the development and implementation of sales processes and methodologies that unlock the value of Salesforce and other tools to maximize sales growth and client retention 
    • Assess existing business practices and create innovative approaches for improved efficiency and effectiveness, including driving standardized opportunity, account and contact practices 
    • Create and run ad-hoc reports as needed 
    • Ensure accuracy of all relevant client and sales pipeline information in Salesforce 
    • Maintain processes focused on data integrity working in conjunction with the Salesforce technical team, Marketing operations and the EDI team 
    • Review and make recommendations on the life cycle processes and supporting tools and work with the Salesforce technical team on implementing required changes 
    • Minimal travel: Arizona and NYC 


    • Bachelor’s degree or equivalent 
    • 3+ years’ work experience in sales operations, business operations or related fields 
    • Expertise in Salesforce administration with the ability to develop, create and maintain customized reports and dashboards 
    • Experience with BI and analysis tools. Required:  Excel, Salesforce. Desired:  Tableau, Power BI, Sisense or other similar software
    •  Expertise in Microsoft Excel including the ability to create pivot tables and write macros 
    • Salesforce Administrator credential desired or commitment to achieve in first 6 months 
    • Strong communication skills with the ability to collaborate across multiple functions/organizations 
    • Passionate about sales and developing excellent methodologies and repeatable processes 
    • Attention to detail, commitment to quality, results driven, and customer focused 
Sequoia’s Culture – Our most important asset:

Passion for service
Growth oriented
Caring for others
Focused on relationship building

Compensation & Benefits

Sequoia provides competitive compensation including base salary, performance based bonus programs, and comprehensive benefits package including 401(k) matching.