Deal Operations and Sales Strategy Analyst

Summary

Join Addepar's GTM Strategy and Operations team as a Deal Operations & Sales Strategy Analyst. This hybrid role involves optimizing sales processes, supporting deal flow, and collaborating with sales leadership to achieve operational excellence. You will manage key operational functions throughout the sales lifecycle, improve data integrity and reporting, and support strategic sales initiatives to accelerate revenue growth. The position requires strong collaboration with cross-functional teams, including Sales, Finance, Legal, and Product. You will analyze sales data, identify process improvements, and build relationships with internal stakeholders. Success in this role demands strong quantitative skills, experience with Salesforce and sales reporting tools, and excellent communication abilities.

Requirements

• Bachelor’s Degree or equivalent experience in a quantitative subject area (e.g., Statistics, Math, Finance, Engineering, Sciences)
• 4+ years in a deal operations, sales operations, or revenue operations role focusing on optimizing the sales cycle
• Hands-on experience with Salesforce and sales reporting tools is required
• Strong quantitative skills, including the ability to analyze large datasets, identify trends, and provide actionable insights to improve sales performance and operational efficiency
• You understand how operational excellence drives business outcomes and are motivated to continuously optimise sales processes for better efficiency and revenue growth
• You are focused on improving and automating sales processes to ensure deals are executed quickly and accurately while minimizing manual effort and friction
• Experience working within Salesforce, CPQ systems, and related tools to track deals, forecast sales, and manage reporting
• You thrive in a cross-functional environment and can effectively partner with diverse teams to drive initiatives forward
• You can influence stakeholders and align teams on common goals
• You are organized and detail-oriented, and you can manage multiple projects simultaneously in a fast-paced environment
• You take ownership of your responsibilities and proactively seek solutions to operational challenges
• You have excellent written and verbal communication skills and can present complex ideas or data-driven insights to technical and non-technical stakeholders

Responsibilities

• Manage key aspects of the sales cycle, including deal flow, pricing, and approvals
• Collaborate with sales, finance, and legal teams to optimize processes and remove friction in the deal-making process
• Analyze sales pipeline data and key performance metrics, providing insights to leadership on opportunities for growth, process improvement, and resource allocation
• Identify bottlenecks and inefficiencies in the sales cycle and implement process improvements to drive deal velocity and sales productivity
• Work closely with sales, finance, legal, and product teams to ensure alignment and efficient handoffs between departments throughout the deal lifecycle
• Maintain accurate data across systems, ensuring Salesforce and other sales tools are up-to-date
• Build and maintain dashboards to track sales performance, deal health, and other key metrics
• Build strong relationships with key internal stakeholders, guide them through the deal process, address operational challenges, and ensure alignment on priorities
• Create process documentation and train sales teams on best practices, tools, and workflows to ensure effective deal execution

Preferred Qualifications

Proficiency in Excel/Google Sheets, as well as familiarity with BI tools such as Looker or other analytics platforms, is a plus