Note: The job is a remote job and is open to candidates in USA. ezCater is the #1 food tech platform for workplaces in the US. The Senior Sales Operations Reporting & Insights Analyst is a key member of the Sales Operations team, responsible for driving accuracy, consistency, and insight in sales reporting across teams and internal systems.
Responsibilities
- Analyze sales performance data to identify trends, forecast outcomes, and surface actionable insights for Sales, Finance, and leadership
- Design, build, and maintain sales dashboards and reports for reps, managers, and executives (e.g., bookings, pipeline, attainment, productivity)
- Own and operationalize account and territory assignments, including rules of engagement and book-of-business changes, ensuring data integrity and fairness across the sales organization
- Support annual and in-year sales planning, including quotas, territory changes, and goal-setting inputs
- Partner with FP&A and Analytics to build data models, SQL transformations, and commission-related datasets
- Collaborate with the CRM administration team (Salesforce, HubSpot) to translate business requirements into data structures, fields, and workflows; monitor and improve data quality
- Assist in sales forecasting by providing clean data sets, scenario analysis, and clear views of trends vs. targets
- Monitor key sales KPIs (conversion, pipeline coverage, win rates, productivity, attainment, etc.) and identify opportunities to improve performance and process efficiency
- Troubleshoot and improve data connectors, ETL logic, and BI assets (e.g., Sigma/Tableau dashboards and underlying models) in partnership with Analytics/Data teams
- Prepare clear, executive-ready presentations and summaries that translate complex analyses into concise recommendations for senior leadership
- Build strong cross-functional partnerships with Sales, Finance, Marketing, and other GTM teams to ensure alignment on definitions, reports, and operating rhythms
Skills
- 5+ years of experience in Sales Operations, Revenue Operations, data analysis, or a closely related role
- Strong analytical and problem-solving skills; comfortable working with large, complex data sets and ambiguous problems
- Proficiency with CRM platforms (Salesforce required; HubSpot a plus), including reporting and basic configuration concepts
- Proficiency with SQL for querying and validating data across multiple sources
- Experience with business intelligence / data visualization tools (e.g., Sigma, Tableau, Power BI); able to build and iterate on dashboards and reports
- Solid understanding of sales processes and sales performance metrics, including territory or book-of-business design, pipeline and forecasting metrics, and sales compensation concepts
- High attention to detail with a strong bias toward data quality, governance, and reproducible reporting
- Excellent communication skills, with the ability to translate technical or analytical findings into clear, business-focused narratives
- Proven ability to manage multiple priorities and stakeholders in a fast-paced, cross-functional environment
- Experience working closely with FP&A, Analytics, and/or Data teams on shared models, dashboards, and financial reporting is strongly preferred
- Ability to travel up to 5 days per quarter for Together Weeks, team gatherings and other events, when applicable
Benefits
- Stock options that you’ll help make worth a lot
- 12 paid holidays
- Flexible PTO
- 401K with ezCater match
- Health/dental/FSA
- Long-term disability insurance
- Mental health and family planning resources
- Remote-hybrid work from our awesome Boston office OR your home OR a mixture of both home and office
- A tremendous amount of responsibility and autonomy
- Wicked awesome co-workers
- Employee meal program (and many more goodies) when you’re in our office
Company Overview