Senior Sales Operations Analyst

The Opportunity

The Senior Sales Operations Analyst is a high-impact, strategic role responsible for driving data-informed decision-making, optimizing enterprise-wide sales and business processes, and leading advanced analytics initiatives. This position requires deep expertise in data modeling, predictive analytics, visualization, and cross-functional collaboration to support Sales Leadership and key business stakeholders. This individual plays a key role in guiding business strategy, delivering executive-level insights, supporting incentive programs, and providing high-quality analysis through platforms such as Power BI and Microsoft Dynamics 365.Experience in the AEC (Architecture, Engineering, and Construction) industry is highly preferred.

What You’ll Do

• Design and deliver comprehensive, executive-level dashboards and reports using Power BI and other BI tools.
• Leverage predictive and prescriptive analytics to uncover trends, optimize sales strategies, and drive enterprise decisions.
• Create compelling, dynamic visualizations for senior leadership and board-level presentations.
• Monitor and report on critical business metrics such as pipeline health, sales velocity, revenue trends, and ROI.
• Apply machine learning and statistical methods to forecast performance, segment customers, and drive revenue optimization.
• Maintain scalable, high-quality datasets, ensuring data integrity and compliance with enterprise standards.
• Build and maintain sophisticated forecasting models, integrating internal and external data sources.
• Support territory planning, quota setting, and strategic sales forecasting.
• Conduct scenario planning and sensitivity analyses to guide resource allocation and market planning.
• Establish and track KPIs and OKRs to support continuous performance improvement across sales teams.
• Analyze market trends, competitive dynamics, and industry benchmarks to identify opportunities for growth and differentiation.
• Provide deep insights into key clients, including the top 10 within each sector, and tailor reporting to meet their unique needs.
• Execute reporting and forecasting for sales incentive programs, including compensation tracking and CTL incentive performance.
• Serve as an analytical advisor to key stakeholders providing strategic insights and tactical support.
• Champion a culture of data-driven decision-making by identifying inefficiencies and automating reporting processes.
• Continuously evolve reporting capabilities using advanced features of Power BI, scripting, and automation tools.
• Partner with leaders across Sales, Marketing, Finance, Product, Business Applications, and sector teams to align key initiatives.
• Act as a trusted data expert, mentoring analysts across the business and guiding stakeholders through complex analysis.
• Present strategic findings and recommendations to senior executives and board-level stakeholders.
• Translate complex data models into clear, actionable insights that support company-wide initiatives.
• Lead high-level ad hoc analysis on emerging business challenges, market expansion, and operational efficiency.
• Own special projects, including dashboard development and enterprise-level metric tracking.
• Maintain deep knowledge of the AEC industry, including economic, market, and social factors that impact business strategy.
• Understand and interpret data across multiple business sectors and service lines to deliver relevant, customized insights.

What We Expect from You

• Bachelor’s degree in Business Analytics, Data Science, Finance, Economics, or a related field.
• Master’s degree (MBA or MS in Data Science) strongly preferred OR 15+ years of directly relevant experience.
• Minimum of 10–15 years in sales operations, business analytics, or strategic analysis roles.
• Advanced proficiency with:
  • Power BI (including DAX and data modeling)
  • Microsoft Dynamics 365 CRM 
  • Data querying and transformation tools (e.g., SQL, Python, R) 
  • Statistical modeling and machine learning techniques��
• Experience with enterprise data warehouses and ETL pipelines.
• Familiarity with tools like Tableau, Clari, Outreach, or similar platforms.
• Experience in or strong familiarity with the AEC industry and its sales/operational dynamics.
• Understanding of Ulteig’s Lifeline Sectors and Services preferred.
• Analytical Thinking: Deep expertise in statistical analysis and predictive modeling.
• Executive Communication: Ability to translate data into insights for C-level audiences.
• Cross-functional Collaboration: Proven ability to lead