Ulteig · 2 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 will support data-driven decision-making across the sales organization by delivering accurate reporting, actionable insights, and operational analytics, while also enhancing dashboards and analyzing sales performance.
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
Adherence to documented reporting processes, governance standards, and SLAs with ≥95% compliance
Accurate execution of assigned BAU reporting tasks with ≥98% data accuracy
On-time delivery of assigned recurring reports and dashboard updates (≥95% on-time)
Successful migration of legacy or one-off reports into standardized primary reports under senior guidance
Compliance with enterprise reporting standards
Positive internal user feedback on the clarity and usability of analyst-produced outputs
Growing proficiency in analytical tools, models, and methods used by the team
Demonstrated understanding of sales and pipeline metrics
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)
Strong ability to analyze data, identify trends, and draw meaningful conclusions
High level of accuracy and data integrity in reporting and analysis
Ability to explain insights clearly to both technical and non-technical audiences
Comfortable working with cross-functional teams and supporting senior stakeholders
Eagerness to learn advanced analytics, business strategy, and industry dynamics
Ability to manage multiple priorities and meet deadlines in a fast-paced environment
Demonstrates openness to innovation by embracing and applying evolving technology and AI tools to enhance workflows, solve problems, and drive continuous improvement
Must have authorization to work permanently in the U.S
Preferred
Working knowledge of SQL or data querying tools
Exposure to Python, R, or other analytics tools
Experience in or exposure to the AEC industry in relation to project-based sales cycles, sector specific backlog, weighted vs unweighted revenue, resource allocation for projects
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