Sr. Sales Operations Analyst

 At Rectangle Health, we believe that our team members are our most important asset. We grow our team by hiring best-in-class talent. We encourage all employees to contribute their individual talents and ideas to strengthen our team, our brand, and our services. We promote a culture that serves to empower and motivate employees beyond the standard corporate rhetoric one might see on motivational posters. Employees understand their individual roles in serving our customers, and this clarity of purpose encourages high job performance.

The Sales Operations Analyst drives business growth by turning complex sales data into actionable executive insights. This role focuses on building analytical dashboards, maintaining CRM data integrity, and developing accurate sales forecasts to guide strategic leadership decisions.

• Build Dashboards: Design and maintain automated performance dashboards in CRM and BI tools.
• Track Key Metrics: Monitor critical sales KPIs including pipeline health, win rates, and sales cycle velocity.
• Deliver Insights: Translate raw data trends into clear, visual stories for the commercial team.

• Prepare Presentations: Synthesize complex datasets into high-level PowerPoint or Google Slides presentations.
• Brief Leadership: Conduct regular performance briefings for sales directors and C-suite executives.
• Explain Variance: Highlight performance gaps and identify specific operational drivers behind the numbers.

• Audit CRM Systems: Perform regular data hygiene checks within Salesforce
• Enforce Compliance: Establish strict data entry protocols for account managers and sales reps.
• Standardize Pipelines: Cleanse historical data to ensure accurate year-over-year reporting.

• Analyze Pipeline: Evaluate coverage ratios to flag early risks in achieving sales targets.

• Education: Bachelor’s degree in Business, Finance, Statistics, or a related field.
• Experience: 5+ years of experience in Sales Operations, Business Intelligence, or Revenue Analytics.
• CRM Expertise: Advanced administration skills in Salesforce (preferred) or HubSpot.
• BI Tools: Proficiency in data visualization platforms like Tableau, Power BI, or Looker.
• Advanced Excel: Mastery of formulas, pivot tables, data modeling, and index/match functions.
• Communication: Proven ability to present technical data clearly to non-technical executives.

Rectangle Health, a leading financial technology company, empowers medical, dental and specialty practices with seamless and secure technology to drive revenue by increasing patient payments and streamlining practice management and payment processing. Since 1992, the company’s innovative solutions have reduced administrative burden and rebalanced the ledger for its thousands of healthcare providers in the U.S., reliably processing billions of dollars in payments annually.