Sales Operations Manager improving sales - channel processes at Jobber, which provides software for small home - service businesses. Leading data - driven projects from diagnosis through rollout and measurement.
About the role
- Sales Operations Analyst analyzing pipeline, revenue, and pricing data for Planful’s financial performance management software. Building forecasts and executive insights for GTM leadership.
Responsibilities
- Analyze pipeline velocity, conversion rates, and stage progression to identify bottlenecks and improve funnel health
- Analyze RSM/AE productivity, territory performance, and time-to-close
- Support creation of sales capacity and resource models for planning
- Provide analytical support for weekly and monthly sales forecasting and annual planning cycles
- Build and maintain forecast models and underlying data sets
- Analyze installed-base metrics including upsell and cross-sell rates, NRR, and churn signals
- Translate quantitative analysis into actionable insights and presentations for executive, functional, and operational audiences
- Assist with deal performance, pricing trends, discounting, and pricing effectiveness analysis
- Partner with Business Systems, Marketing Operations, Customer Success Operations, and IT teams to validate data and ensure cross-system alignment
- Analyze sales, pipeline, and revenue data for the GTM organization
Requirements
- 2+ years in revenue operations, sales operations, business analytics, or a comparable data-focused role
- Experience in B2B SaaS and familiarity with ARR, renewals, expansion, and churn concepts
- Prior experience supporting a GTM or Sales organization
- Proficiency in Clari and Salesforce for reporting and forecasting
- Experience building presentations and reports for executive and senior leadership
- Strong hands-on skills in at least one BI/visualization tool, such as Power BI or Tableau
- Advanced Excel/Google Sheets skills
- Comfort working with CRM data and forecasting tools such as Salesforce, Clari, or Gong
- Rigorous, detail-oriented approach to reconciling, validating, and documenting data
- Ability to translate complex analysis into clear narratives and recommendations
- Strong cross-functional collaboration skills across Sales, Finance, Marketing, Customer, and Deal Desk
- Comfort operating with ambiguity and structuring undefined or evolving processes
- Comfortable presenting and interacting regularly with the executive leadership team
- Exposure to territory and quota planning
- Experience documenting processes and building repeatable reporting frameworks
Benefits
- 2 Volunteer days per year
- Birthday PTO
- Quarterly company Wellness Days
- 3 months supply of diapers and meal deliveries for the first month of Maternity/Paternity leave
- Generous parental leave
- Talkspace access and mental health support
- Annual company-wide gatherings
- Home office setup
- Monthly wifi and cell phone reimbursements
- Employee Resource Groups and support for creating new ERGs and communities
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