Sales Operations Analyst

About Workato

Workato delivers enterprise infrastructure for the agentic era, redefining iPaaS and helping enterprises unify data, applications, processes, and AI into a single, governed platform. A leader in Enterprise MCP and trusted by 50% of the Fortune 500, Workato’s cloud-native architecture connects every application, data source, and process to power real-time orchestration at scale. With enterprise-grade security and continuous innovation at its core, Workato provides the trusted foundation for organizations to automate with confidence and operationalize AI across the business. To learn more, visit www.workato.com

Why join us?

Ultimately, Workato believes in fostering a flexible, trust-oriented culture that empowers everyone to take full ownership of their roles . We are driven by innovation and looking for team players who want to actively build our company.

But, we also believe in balancing productivity with self-care . That’s why we offer all of our employees a vibrant and dynamic work environment along with a multitude of benefits they can enjoy inside and outside of their work lives.

If this sounds right up your alley, please submit an application. We look forward to getting to know you!

Also, feel free to check out why:

• Business Insider named us an “enterprise startup to bet your career on”
• Forbes’ Cloud 100 recognized us as one of the top 100 private cloud companies in the world
• Deloitte Tech Fast 500 ranked us as the 17th fastest growing tech company in the Bay Area, and 96th in North America
• Quartz ranked us the #1 best company for remote workers

Responsibilities

We're seeking a data-driven, business-savvy Sales Operations Data Analyst to own and enhance our dashboarding ecosystem using modern BI tools. This role will empower Workato’s Sales and Revenue Operations teams with actionable insights that drive strategic and operational decision-making.

In this role, y ou will also be responsible to:

• Design, build, and maintain scalable data structures (data marts and star schemas) for SalesOps metrics and performance reporting
• Serve as a data point of contact for key sales systems including Salesforce, BoostUp, and other SalesOps tools, ensuring data extraction is clean, accurate, and optimized for analysis
• Develop, optimize, and maintain SQL queries and data logic using dbt on Snowflake to support Sales Analytics reporting
• Design, build, and manage Sigma dashboards and reports to visualize key sales performance indicators and support strategic decision-making
• Build and curate well-modeled, well-documented datasets designed to be consumed by AI tools (e.g., Claude) so the business can self-serve answers to sales data questions
• Support annual account assignment and territory planning processes with data modeling and analysis

Think proactively about how to scale custom reporting as sales data needs grow, rather than building one-off point solutions

• Stay current on AI-driven analytics approaches and bring ideas for how AI can improve sales data workflows, reporting, and decision-making

Collaborate closely with Sales, Marketing, and Finance to translate business requirements into technical data solutions

• Ensure the integrity, reliability, and accuracy of sales data across integrated SalesOps platforms
• Document data flows and business logic, and maintain high standards through peer review of data transformation code
• Troubleshoot data discrepancies and resolve systemic data quality issues within SalesOps systems

Requirements

Qualifications / Experience / Technical Skills

• Minimum 2 years of professional experience, with meaningful time spent in a Sales Operations, Revenue Operations, or Business Intelligence role within a SaaS company
• Working knowledge of key SalesOps platforms and their data models, including Salesforce (required) and tools like BoostUp

Proficiency in SalesOps data tools, including dbt, Snowflake, and SQL

• Experience structuring and organizing sales data (e.g., star schemas, data marts) for business metrics and KPIs
• Demonstrated proficiency in creating high-impact visualizations and reports using Sigma (or a comparable BI tool such as Tableau or Power BI)
• Ability to translate sales strategies and business processes into scalable, reliable data solutions
• Good communication skills, with the ability to partner effectively with both technical (Data Engineering/IT) and non-technical (Sales/Marketing) stakeholders
• Bachelor's degree in a quantitative field (e.g., Finance, Economics, Business Analytics, or Computer Science)
• Experience supporting annual account assignments and/or territory planning is a plus
• Understanding of agile methodologies

(REQ ID: 2687)