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Sales Operations and Reporting Analyst

This position has been removed.

Outsource Consultants is an INC5000 award-winning company that is looking for an in-house Sales Operations and Reporting Analyst to join our rapidly growing company! This position is an add to staff as the company’s primary sales reporting analyst to work directly with the Sales and Operations departments to achieve the company vision of having accurate and actionable reporting and visualizations for Sales and company leadership.

This role requires you to be comfortable with ambiguity in a fast-moving start-up-like environment. You will build and standardize various core sales and operations reporting processes, including but not limited to, lead segmentation & modeling, forecasting, pipeline management, sales activity tracking and performance reporting

The Sales Operations and Reporting Analyst will be a subject matter expert in defining sales KPIs and building associated data extracts and reporting using Zoho CRM and Zoho Analytics as the primary platforms to building and delivering results.

In addition, this individual must demonstrate our company core values, they are: Act With Integrity, Teamwork & Partnership, Making A Positive Impact, and Get Better Every Day.

If this description encompasses who you are, read below for more details and send in your application today!

Position Title: Sales Operations and Reporting Analyst
Department: Outsource Consultants Operations Department
Reports to: VP of Operations
Location: Colorado or Minnesota – Remote Position, but needs the flexibility to travel and meet with team members in both states
Status: Full-Time; Exempt
Pay: $70,000 – $75,000; DOQ

Position Overview: This position serves as the company’s primary Sales Operations and Reporting Analyst. The goal of this role is to define, develop, and manage the portfolio of KPIs, Reports, and Data to drive accurate, visual, and actionable insights for the Sales and Leadership teams at Outsource Consultants.


90% Reporting Creation and Management:

  • Provide reporting and analytics support to primarily the Sales and Admin teams, others upon request
  • Collaborate with our sales leaders to analyze data relationships, identify trends, and uncover both predictive and prescriptive findings
  • Schedule and lead meetings to collect, probe, and clarify reporting and dashboard requirements and goals
  • Assist with yearly and periodic sales planning activities, including, but not limited to collecting and cleansing/enriching account and prospect data, identifying account potential across segments and industries, and developing a planning models to assist with strategic and capacity planning
  • Develop scheduled and ad-hoc reports and dashboards to assist with management of the Sales and Admin teams, as well as corporate operational reviews of Sales performance
  • Maintain data integrity and up to date company inventory of standard reports and dashboards
  • Partner with other cross-functional groups including, but not limited to BPO, Cloud, Marketing, and Finance to ensure the integrity of data across platforms and functions
  • Provide technical support to assist with automation of data-driven processes
  • Assist operations leadership with process definitions, process documentation, execution and operational issue analysis
  • Monitor Zoho data quality and run cleanup projects as necessary to ensure data integrity
  • Create, update, and maintain relevant working tools, such as documentation, related to all job responsibilities and reports and dashboards created meeting company standards

10% Miscellaneous:

  • Test new enhancements to ensure they meet requirements
  • Communicate role and department needs to accommodate business growth and proactively initiate next steps with manager
  • Monitor data quality and run cleanup projects as necessary to ensure data integrity
  • Learn, follow, and monitor current processes to carry out responsibilities and also provide recommendations for improvements based on industry experience and client feedback
  • Scan, send, and file documents as required
  • Maintain a clean and organized office and working space
  • Travel less than 5%

Experience & Competencies

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required to do so. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


  • 5+ years experience in data analytics and sales operations
  • 5+ years experience working directly with Sales, Sales operations, or Field Sales leaders; possesses advanced knowledge of sales processes
  • 5+ years experience with either Javascript or Python and PHP
  • 5+ years of SQL Experience
  • 3+ years experience with Zoho CRM or a highly similar CRM platform such as Salesforce and their reporting capabilities (Zoho CRM Preferred)
  • 3+ years experience with Zoho Analytics, Salesforce Einstein Analytics, Google Data Studio, Tableau, or related Business Intelligence (BI) software tools (Zoho Analytics Preferred)
  • 3+ year experience with business and data analysis, sales planning activities, including target account market analysis, territory analysis, segment analysis, capacity planning, lead scoring, quota allocation, and activity reporting
  • 1+ years experience with Deluge
  • Demonstrates a high level of attention to detail and accountability
  • Collegiate level skill set demonstrated in proofreading, spelling, grammar and overall proficiency in business professional listening, writing, and verbal communication skills
  • Proficiency in using Microsoft Office and Google Workspace products


  • BS or higher in Data Science, Computer Science, or similar field preferred or equivalent experience

Physical Requirements:

  • Standing, sitting and walking
  • A moderate level of bending and lifting may be required up to 25 pounds

Competencies (knowledge, skills, and behaviors):

  • Help technical support team resolve customer issues and share knowledge of best practices
  • Comfortable handling complex and ambiguous situations with ability to operate in a fast-paced start-up like environment
  • Proven track record of accomplishments as a top performer
  • A passion for building great reporting solutions
  • Familiar with and demonstrates an understanding for business logic and user experience
  • Demonstrates a high level of entrepreneurial spirit, energy, personal drive, and positivity
  • Exceptional problem solving and analytical skills
  • Strong time management and organizational skills
  • Can operate with high ambiguity and low level of guidance and direction in role
  • Must be an energetic, dependable, team player with a positive attitude
  • Possess a desire to learn and continuously improve
  • Strong problem-solving skills and willingness to take on any role to get the job done
  • Cultivate a continuous improvement by contributing to best practice development and building knowledge of the organization processes
  • Committed work ethic, punctual, and dependable
  • Strong interpersonal skills and demonstrates a collegiate level of effective written and verbal communication skills, including the ability to clearly communicate requests and instructions to individuals and groups both in-person and electronically (email/instant messaging) and either written or oral
  • Ability to use technology to improve daily business and processes
  • Ability to remain focused in a high-paced, deadline driven environment
  • Possess flexibility and adaptability to manage changing work requirements and varying volumes of work
  • Ability to collaborate and work effectively within a team and broader organization
  • Self-motivated and proven independent thinking skills
  • Ability to manage multiple tasks simultaneously, solve problems, manage and meet deadlines as well as maintaining a high quality of work
  • Excellent professional judgement and ability to maintain confidentiality
  • Possess a personal presentation that reflects a professional image and the values of the organization which are: Act With Integrity, Teamwork & Partnership, Make A Positive Impact, and Get Better Every Day
  • Must be able to pass a background check

This is an expanding role and subject to change at any time. The items listed above are not the full extent of the Sales Operations and Reporting Analyst position and additional duties may be assigned as the position adapts. If major adjustments are made to the job description, the employee may request an updated job description at any point.

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Join Our Team!

Interested in joining our team? Fill out our online application form to get started!

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We offer a competitive benefits package that includes:

  • Competitive salary
  • Paid time off
  • Paid holidays
  • Health insurance
  • Dental insurance
  • Retirement savings plan
  • Profit-sharing
  • Quarterly and year-end bonus opportunities

Why Work for Outsource Consultants?


  • Work from Home
  • Work-Life Balance
  • Schedule Accommodation
  • Summer Hours

Office Perks

  • Free Snacks & Beverages
  • Casual Dress Code
  • Foosball & Cornhole Tourneys
  • Catered Lunches


  • Community Involvement
  • Team Social Events
  • Mid-Year Off-Site Meeting
  • Strategic Involvement

Outsource Consultants, LLC is an equal opportunity employer and prohibits discrimination and harassment of any kind. All employment decisions are made without regard to race, color, creed, religion, sex, sexual orientation, national origin, age, physical or mental disability, marital status, familial status, veteran status, status with regard to public assistance, membership or activity in a local commission, or any other basis protected by state or federal law or local ordinance. Outsource Consultants, LLC is an E-Verify employer. Candidates must be able to pass a background check.