Sales Operations Analyst

This role offers the opportunity to own the reporting infrastructure and operational systems that directly inform board decisions and company strategy. In this role, you will work at the forefront of AI-driven compliance and risk intelligence for the world's largest financial institutions, owning the reporting infrastructure and operational systems that directly inform board decisions and company strategy while collaborating with a mission-driven, high-caliber team solving high-stakes regulatory and fraud challenges. You will be reporting directly to the VP of Sales, Financial Crimes. We’re You will be responsible for:

GTM Operational Enablement: Managing the day-to-day administration of Salesforce and other GTM tools, including license management and user provisioning. This involves owning Salesforce data quality (deduplication, validation) and CRM hygiene, ensuring correct integrations, and collaborating with Sales, Finance, and Marketing for unified reporting. The role also supports compliance documentation for enterprise banking clients. 1

Business Review & Performance Metrics: Preparing executive and board-ready reports, including quarterly revenue reports and executive summaries on core GTM metrics (e.g., ARR, NRR, pipeline coverage, forecast vs. actuals). This includes building and maintaining MBR/QBR cadences and designing end-to-end Salesforce reports and dashboards for leadership visibility. 1

Sales Strategy & Commercial Support: Supporting weekly/monthly forecasting processes and developing forecast accuracy models. Responsibilities include supporting annual territory planning, assisting with quota distribution, building headcount/capacity models, and tracking new hire ramp attainment. The role also ensures deal structures and renewal/expansion opportunities are accurately tracked in Salesforce. 1

Insights & Process Optimization: Owning the win/loss tracking framework in Salesforce to capture deal velocity and competitive displacement trends. The analyst synthesizes these insights to inform Sales, Product, and Marketing strategy. This area also covers identifying and standardizing sales process inefficiencies, documenting best practices, and supporting strategic GTM initiatives.