Ulteig · 8 hours ago
Sales Operations Analyst
United States
Full-time
Remote
Mid Level
$91K/yr - $123K/yr
3+ years expUlteig is a purpose-driven organization focused on transforming critical infrastructure. The Sales Operations Analyst role supports data-driven decision-making by delivering reporting, insights, and operational analytics to enhance sales performance and forecasting activities.
Consulting
No H1B
Responsibilities
Develop, maintain, and enhance recurring dashboards and reports using Power BI
Analyze sales performance metrics, including pipeline, bookings (orders), backlog, revenue, win rates, and sales velocity
Produce standardized and ad hoc reports to support sales leadership, sector leaders, and operations teams
Ensure reporting accuracy, consistency, and timeliness across all deliverables
Create clear and intuitive visualizations that translate complex data into actionable insights
Support leadership presentations by preparing charts, summaries, and key takeaways
Partner with the Senior Sales Operations Analyst to enhance enterprise dashboards and analytics frameworks
Assist with sales forecasting, territory planning, sales analysis, and pipeline reviews
Validate forecast inputs, identify risks and gaps, and flag anomalies in performance trends
Support scenario modeling and what-if analyses under senior analyst guidance
Validate the report extracted data within Microsoft Dynamics 365 CRM
Monitor data hygiene, completeness, and compliance with reporting standards
Support data integration efforts between CRM, BI tools, and enterprise data sources
Support reporting for sales incentive and compensation programs
Provide analytical support for sales programs and operational initiatives
Analyze client, sector, and market-level data to identify trends and growth opportunities
Support the development of client-level reporting, including top accounts and sector performance
Assist in compiling competitive and market intelligence summaries
Identify opportunities to streamline reporting processes and reduce manual effort
Support automation initiatives using Power BI, Excel, and data transformation tools
Document reporting logic, definitions, and processes to improve scalability and knowledge sharing
Partner with Sales/LifeLine Sectors, Finance, Marketing, and Business Applications teams on reporting needs
Respond to ad hoc data requests and support cross-functional projects as assigned
Learn from and collaborate closely with senior analytics and Sales Operations Leadership
Qualification
Required
Bachelor's degree in Business Analytics, Data Analytics, Finance, Economics, Information Systems, or a related field
3–5 years of experience in sales operations, business analytics, reporting, or a related analytical role
Proficiency in Power BI (dashboard creation)
Proficiency in Microsoft Dynamics 365 CRM or similar CRM platforms
Proficiency in Excel (advanced formulas, pivot tables, data analysis)
Analytical Skills: Strong ability to analyze data, identify trends, and draw meaningful conclusions
Attention to Detail: High level of accuracy and data integrity in reporting and analysis
Communication: Ability to explain insights clearly to both technical and non-technical audiences
Collaboration: Comfortable working with cross-functional teams and supporting senior stakeholders
Growth Mindset: Eagerness to learn advanced analytics, business strategy, and industry dynamics
Time Management: Ability to manage multiple priorities and meet deadlines in a fast-paced environment
Must have authorization to work permanently in the U.S
Preferred
Experience or interest in the AEC (Architecture, Engineering, and Construction) industry
Working knowledge of SQL or data querying tools
Exposure to Python, R, or other analytics tools
Understanding of professional services sales models, pipelines, backlog, and revenue forecasting
Benefits
Flexible Workplace
Employee Ownership
Competitive Pay
Comprehensive Benefits Package
Collaborative Environment
Innovative Culture
Company
Ulteig
Ulteig is a civil engineering company that offers engineering, surveying, and consulting services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Doug Jaeger
President and Chief Executive Officer
Bryan Gess
Chief Digital Officer (CDO)
Recent News
Company data provided by crunchbase