Sales & Operations Analytics Specialist

Essential Duties and Responsibilities:

• Collect and interpret sales and clinical data from multiple sources to identify trends, risks, and revenue opportunities.
• Maintain and optimize dashboards and performance metrics, ensuring data accuracy and usability for the sales team.
• Prepare datasets for sales forecasting and actively monitor data hygiene (e.g., resolving duplicates and missing fields).
• Conduct independent research to answer key business questions and deliver data-backed recommendations to leadership.
• Execute daily, weekly, and monthly reporting cycles for field teams and leadership.
• Translate complex data into practical insights for non-technical stakeholders.
• Assist in territory and goal planning by running scenarios and organizing outputs for management review.
• Leverage AI tools to streamline data preparation, automate documentation, and draft narrative summaries for reports.
• Partner with the Sales & Operations Analyst to build automated workflows (e.g., email drafts, data checks) that reduce manual effort.

Minimum Qualifications:

• Bachelor’s degree in Business, Finance, Economics, Statistics, Data Analytics, or a related field preferred.
• Strong problem-solving and critical-thinking skills, with the ability to structure ambiguous problems and break them into actionable steps.
• Experience with or interest in learning data visualization tools (for example, Tableau, Power BI, or similar).
• Strong quantitative and analytical abilities, with proficiency in Microsoft Excel and other Microsoft Office applications.
• Excellent communication skills (both written and verbal), including the ability to translate data findings into clear, concise insights.
• Ability to work independently on end-to-end projects, managing multiple priorities in a fast-paced environment.
• Comfortable learning and adopting new technologies, including AI-powered tools, to make everyday work more efficient and insightful.

Preferred Knowledge, Skills and Abilities:

• Comfort working with dashboards and analytics tools, with an interest in building deeper skills over time (for example, Tableau, Power BI, or similar).
• Experience using generative AI tools (for example, ChatGPT or similar) to draft content, summarize information, or speed up everyday work is a plus.
• Any prior exposure to SQL or similar query tools.
• Experience working in data analytics, business intelligence, or sales operations role is a plus.
• Strong attention to detail, accuracy, and data integrity.
• Customer-service mindset with the ability to support field teams and leadership, communicate clearly about trade-offs, and maintain a high sense of ownership.
• Growth mindset and openness to continuous learning, especially in data analytics and AI.

You will be expected to work during normal business hours, which are Monday through Friday, 8:00 a.m. – 5:00 p.m. Please note this job description is not designed to cover and/or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties and responsibilities may change at any time with or without notice.