Note: The job is a remote job and is open to candidates in USA. Mastercam is a leader in digital transformation and manufacturing solutions. The Sales Operations Analyst will serve as a critical link between the sales organization and digital systems, focusing on optimizing Salesforce and delivering actionable insights through reporting.

Responsibilities

• Serve as the first point of contact for Salesforce Revenue Cloud requests across Direct, Channel, Educational, and Compliance Sales teams
• Build and maintain scalable reports and dashboards aligned to Mastercam pipeline and forecast tracking standards
• Troubleshoot data integrity issues across opportunities, accounts, and quoting workflows, partnering with Digital Systems as needed
• Continuously improve workflows and data quality to support accurate reporting and downstream financial alignment
• Develop and maintain Salesforce and Power BI dashboards supporting pipeline visibility, forecast accuracy, and executive KPI reporting
• Deliver actionable insights on bookings, pipeline health, forecast gaps, and performance trends across global sales teams
• Implement and enforce standardized reporting definitions (pipeline, forecast, revenue, etc.) to ensure alignment across Sales, Finance, and Operations
• Support recurring reporting cadences (weekly pipeline calls, forecast reviews, leadership updates) with reliable, consistent data
• Translate business requirements from Sales Ops, Commercial leadership, and Channel teams into clear technical specifications for Digital Systems
• Partner closely with Digital Systems on Salesforce enhancements, prioritization, and release planning related to Revenue Cloud
• Triage, prioritize, and escalate complex system or reporting requests while balancing cross-functional dependencies
• Identify inefficiencies across quoting, order flow, and reporting processes, then implement related automation and system-driven solutions
• Reduce manual effort through improved Salesforce configuration, validation rules, and workflow automation
• Support ongoing optimization of Salesforce Revenue Cloud post-launch to improve usability and adoption
• Enable sales users in Salesforce, specifically reporting tools and standardized processes (opportunity management, forecasting, quoting)
• Develop and maintain clear SOPs, job aids, and documentation aligned to Sales Ops standards
• Enable self-service reporting by designing intuitive dashboards and educating users on how to interpret key metrics

Skills

• Bachelor's degree in Information Systems, Computer Science, Data Analytics, or a related field preferred
• Equivalent combination of education and relevant work experience will be considered
• 3–5+ years of Sales Operations, CRM Administration, Business Systems, Reporting, or related experience
• Advanced Salesforce reporting and dashboard experience
• Power BI dashboard development and data visualization experience
• Experience gathering business requirements and translating them into system enhancements
• Strong understanding of sales processes, forecasting, pipeline management, and CRM best practices
• Ability to communicate effectively with both business users and technical teams
• Above average communication skills, both written and verbal, with the ability to provide accurate and timely information in a succinct and easy to understand manner
• Proficiency with Microsoft Office (Word, Excel and PowerPoint) as well as calculator, telephone systems, company network and familiarity with CRM tools
• Proven time management skills and a track record of working in a team environment successfully supporting others
• Well-organized, attention to detail and able to multi-task
• Problem solving and analysis skills
• Salesforce certifications such as: Salesforce Administrator, Salesforce Advanced Administrator, Salesforce Business Analyst
• Experience with Power BI data modeling and DAX
• Experience with ERP systems such as NetSuite
• Experience supporting global sales organizations

Company Overview