Sales Operations Analyst at Workato

<div class="content-intro"><h2><span style="color: rgb(8, 55, 99);"><strong>About Workato</strong></span></h2> <p><span style="color: rgb(8, 55, 99);">Workato is the leading Control and Execution Platform for Enterprise AI — the neutral platform enterprises trust to put AI to work across their business. Workato unifies data, applications, and processes into a single platform so AI can reliably orchestrate business processes in production at enterprise scale. Built on more than a decade of running mission-critical processes for over half the Fortune 500 — including Nasdaq, Amazon, Cisco, Vodafone, Atlassian, and Lucid Motors — Workato turns over 14,000 enterprise systems AI needs to act on into one governed execution layer. For more information, visit <span style="color: rgb(0, 212, 216);"><a style="color: rgb(0, 212, 216);" href="https://www.workato.com/" data-tooltip-link-label="undefined">workato.com</a>.</span></span></p> <h2><span style="color: rgb(8, 55, 99);"><strong>Why join us?</strong></span></h2> <p><span style="color: rgb(8, 55, 99);">Ultimately, Workato believes in fostering a <strong>flexible, trust-oriented culture that empowers everyone to take full ownership of their roles</strong>. We are driven by <strong>innovation </strong>and looking for<strong> team players </strong>who want to actively build our company.&nbsp;</span></p> <p><span style="color: rgb(8, 55, 99);">But, we also believe in <strong>balancing productivity with self-care</strong>. That’s why we offer all of our employees a vibrant and dynamic work environment <span style="color: rgb(0, 212, 216);"><a style="color: rgb(0, 212, 216);" href="http://www.workato.com/careers">along with a multitude of benefits</a></span> they can enjoy inside and outside of their work lives.&nbsp;</span></p> <p><span style="color: rgb(8, 55, 99);">If this sounds right up your alley, please submit an application. We look forward to getting to know you!</span></p> <p><span style="color: rgb(8, 55, 99);">Also, feel free to check out why:</span></p> <ul> <li style="color: rgb(8, 55, 99);"><span style="color: rgb(8, 55, 99);"><span style="color: rgb(0, 212, 216);"><a style="color: rgb(0, 212, 216);" href="https://www.businessinsider.com/47-enterprise-startups-to-bet-your-career-on-in-2020-2019-12">Business Insider</a></span> named us an “enterprise startup to bet your career on”</span></li> <li style="color: rgb(8, 55, 99);"><span style="color: rgb(8, 55, 99);"><span style="color: rgb(0, 212, 216);"><a style="color: rgb(0, 212, 216);" href="https://www.forbes.com/cloud100/#a57477b5f941">Forbes’ Cloud 100</a></span> recognized us as one of the top 100 private cloud companies in the world</span></li> <li style="color: rgb(8, 55, 99);"><span style="color: rgb(8, 55, 99);"><a style="color: rgb(8, 55, 99);" href="https://www2.deloitte.com/us/en/pages/technology-media-and-telecommunications/articles/fast500-winners.html"><span style="color: rgb(0, 212, 216);">Deloitte Tech Fast 500</span></a> ranked us as the 17th fastest growing tech company in the Bay Area, and 96th in North America</span></li> <li style="color: rgb(8, 55, 99);"><span style="color: rgb(8, 55, 99);"><a style="color: rgb(8, 55, 99);" href="https://qz.com/work/2053446/the-best-companies-for-working-from-home/"><span style="color: rgb(0, 212, 216);">Quartz</span></a> ranked us the #1 best company for remote workers</span></li> </ul></div><h1><strong>Responsibilities</strong></h1> <p>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 &nbsp;that drive strategic and operational decision-making.</p> <p><span style="font-weight: 400;">In this role, y</span><span style="font-weight: 400;">ou will also be responsible to:</span></p> <ul> <li> <ul> <li>Design, build, and maintain scalable data structures (data marts and star schemas) for SalesOps metrics and performance reporting</li> <li>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</li> <li>Develop, optimize, and maintain SQL queries and data logic using dbt on Snowflake to support Sales Analytics reporting</li> <li>Design, build, and manage Sigma dashboards and reports to visualize key sales performance indicators and support strategic decision-making</li> <li>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</li> <li>Support annual account assignment and territory planning processes with data modeling and analysis</li> </ul> <p><strong>Think proactively about how to scale custom reporting as sales data needs grow, rather than building one-off point solutions</strong></p> <ul> <li>Stay current on AI-driven analytics approaches and bring ideas for how AI can improve sales data workflows, reporting, and decision-making</li> </ul> <p><strong>Collaborate closely with Sales, Marketing, and Finance to translate business requirements into technical data solutions</strong></p> <ul> <li>Ensure the integrity, reliability, and accuracy of sales data across integrated SalesOps platforms</li> <li>Document data flows and business logic, and maintain high standards through peer review of data transformation code</li> <li>Troubleshoot data discrepancies and resolve systemic data quality issues within SalesOps systems</li> </ul> </li> </ul> <h1><strong>Requirements</strong></h1> <h3><strong>Qualifications / Experience / Technical Skills</strong></h3> <ul> <li> <ul> <li>Minimum 2 years of professional experience, with meaningful time spent in a Sales Operations, Revenue Operations, or Business Intelligence role within a SaaS company</li> <li>Working knowledge of key SalesOps platforms and their data models, including Salesforce (required) and tools like BoostUp</li> </ul> <p><strong>Proficiency in SalesOps data tools, including dbt, Snowflake, and SQL</strong></p> <ul> <li>Experience structuring and organizing sales data (e.g., star schemas, data marts) for business metrics and KPIs</li> <li>Demonstrated proficiency in creating high-impact visualizations and reports using Sigma (or a comparable BI tool such as Tableau or Power BI)</li> <li>Ability to translate sales strategies and business processes into scalable, reliable data solutions</li> <li>Good communication skills, with the ability to partner effectively with both technical (Data Engineering/IT) and non-technical (Sales/Marketing) stakeholders</li> <li>Bachelor's degree in a quantitative field (e.g., Finance, Economics, Business Analytics, or Computer Science)</li> <li>Experience supporting annual account assignments and/or territory planning is a plus</li> <li>Understanding of agile methodologies</li> </ul> </li> </ul> <p><strong>(REQ ID: 2687)</strong></p>