Senior Sales Operations Analyst
DISCO is seeking a Senior Sales Operations Analyst to partner with sales and customer success leadership, driving strategic data analysis and process optimization. This role requires expert-level Salesforce and Outreach skills, with a focus on improving efficiency and effectiveness in a B2B SaaS environment.
Responsibilities
- Develop, maintain, and deliver key performance metrics, dashboards, and reports for sales and customer success leadership.
- Perform deep-dive analysis on sales/customer success trends and translate findings into actionable recommendations.
- Identify and implement process improvements to ensure consistency and efficiency from lead to close to retention.
- Act as subject matter expert for CRM and sales tech stack platforms, handling configuration, reporting, and system enhancements.
- Support monthly/quarterly sales forecasting process and ensure accuracy and timeliness.
About the role
Your Impact The Senior Sales Operations Analyst is a critical partner to our sales and customer success leadership, providing strategic data analysis, business process optimization, and technical expertise to drive efficiency and effectiveness across the organization.
This role requires a strong analytical mindset, deep knowledge of sales and customer success processes, as well as proficiency with sales tech stack systems. , pipeline health, forecasting accuracy, rep performance, territory analysis).
Perform deep-dive analysis on sales/ customer success trends, identify areas for improvement, and translate findings into actionable recommendations for Sales and Customer Success leadership. Support annual planning processes to include territory design.
Process & Efficiency Optimization: Identify and implement process improvements ensuring consistency, compliance, and optimal efficiency from lead to close to retention. Manage and govern the data quality within the CRM (Salesforce), Outreach and other critical sales technology platforms. Develop and document clear and scalable Standard Operating processes and policies.
, Salesforce and Outreach), handling configuration, reporting needs, and system enhancements. , forecasting tools, sales engagement platforms). Provide training and support to the Sales team on process changes and technology usage.
Cross-Functional Collaboration: Serve as a critical link between Sales and Finance, Business Intelligence, Business applications, marketing, etc ensuring alignment on definitions, processes, and reporting. Support the monthly/quarterly sales forecasting process, ensuring accuracy and timeliness.
Who You Are 5+ years of progressive experience in Sales Operations, Customer Success operations, Business Analysis, or a closely related analytical role, preferably within a B2B SaaS or technology environment. Expert-level proficiency with Salesforce and Outreach Advanced skills in Microsoft Excel or Google Sheets (pivot tables, complex formulas, data modeling).
Demonstrated experience translating complex data sets into clear, executive-level insights and presentations. Strong understanding of standard sales methodologies and the end-to-end sales process (pipeline management, forecasting, compensation). Excellent communication, interpersonal, and presentation skills.
Experience with SQL for querying large-scale data warehouses to extract, manipulate, and analyze sales performance data.
Experience with business intelligence (BI) tools (e.g., Quicksight, Tableau, Power BI, Looker). Even Better If You Have… Experience in Legal tech Bachelor’s degree in Business, Finance, Economics, Math or a related field.
Experience in a rapidly growing or scaling organization. Authorization to Work in the U.S.: Candidates must be legally authorized to work in the United States without sponsorship now or in the future. DISCO is not currently sponsoring visas, including, but not limited to, H-1B, TN, or EAD, and we are not accepting visa transfers.
Perks of DISCO Open, inclusive, and fun environment Benefits, including medical, dental and vision insurance, as well as 401(k) Competitive salary plus RSUs Flexible PTO Opportunity to be a part of a company that is revolutionizing the legal industry Growth opportunities throughout the company About DISCO DISCO provides a cloud-native, artificial intelligence-powered legal solution that simplifies ediscovery, legal document review and case management for enterprises, law firms, legal services providers and governments.
Our scalable, integrated solution enables legal departments to easily collect, process and review enterprise data that is relevant or potentially relevant to legal matters. At DISCO, we believe AI is a core enabler of how work gets done.
All employees are expected to proactively adopt and responsibly use AI tools to drive efficiency, improve outcomes, and continuously evolve how they operate in their role. Are you ready to help us fulfill our mission to use technology to strengthen the rule of law? Join us! We are an equal opportunity employer and value diversity.
We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.