Sales Operations Analyst - Intern

Main Tasks

Reporting & Analytics

• Build and maintain reports and dashboards for sales activity, pipeline, account performance, territory performance, and quota attainment
• Track and analyze product performance and market pricing
• Present actionable insights to sales leadership on team productivity, territory trends, and growth opportunities
• Support ad hoc data analysis projects for sales leaders and RevOps stakeholders

Process & System Support

• Identify and remove bottlenecks in sales processes, from lead distribution to order processing 
• Recommend and document standardized workflows for quoting, pricing approvals, and distributor engagement 
• Help test Salesforce workflows, fields, and dashboards during UAT (user acceptance testing)
• Monitor and maintain CRM data hygiene (duplicate detection, field validation, etc.)
• Assist in documenting standard operating procedures (SOPs) and training guides

Tools & Tech Stack Support

• Maintain and support day-to-day functionality of sales tools (e.g., Salesforce, CPQ tools, Calculators, etc.)
• Track tool usage and adoption metrics to inform process or training improvements
• Assist with evaluating and onboarding new tools to support sales prospecting, quoting, and reporting

Salesforce Launch Support

• Assist with data preparation and cleansing for the Salesforce implementation
• Help document current and future-state sales processes
• Support the rollout of Sales Cloud to the sales team, including training logistics and user onboarding
• Provide first-level user support and help triage CRM issues or questions

Cross-Functional Collaboration

• Liaise with Marketing, Finance, Product, and Operations to support pricing, promotions, lead conversion, and supply/demand planning 
• Provide support for strategic initiatives, including product launches and channel expansion 

 

Your Profile

Education:

• Bachelor's degree in Business, Marketing, Information Systems, or a related field
• Strong attention to detail and interest in analytics, sales processes, and sales tools.
• Proficiency in Excel
• Ability to learn quickly and manage multiple tasks in a dynamic environment
• Excellent communication skills — written, verbal, and interpersonal

Preferred (not required):

• Exposure to Salesforce (e.g., through coursework, internships, Trailhead, or certifications)
• Familiarity with B2B sales processes or distributor-based business models
• Interest in career growth toward Sales Analytics or Revenue Operations