Sales Operations Analyst

The Opportunity

The Sales Operations Analyst supports data-driven decision-making across the sales organization by delivering accurate reporting, actionable insights, and operational analytics. This role focuses on building and maintaining dashboards, analyzing sales performance, supporting forecasting and planning activities, and ensuring data quality across systems such as Microsoft Dynamics 365 and Power BI.

This position is ideal for a detail-oriented, analytically strong professional who is eager to grow technical and business expertise while contributing to enterprise-level sales and business initiatives. Experience or interest in the AEC (Architecture, Engineering, and Construction) industry is strongly preferred.

This position reports to the Associate Director of Sales Operations.

What You'll Do

Sales Data Analysis & Reporting

• Develop, maintain, and enhance recurring dashboards and reports using Power BI.
• Analyze sales performance metrics, including pipeline, bookings (orders), backlog, revenue, win rates, and sales velocity.
• Produce standardized and ad hoc reports to support sales leadership, sector leaders, and operations teams.
• Ensure reporting accuracy, consistency, and timeliness across all deliverables.

Dashboard Development & Data Visualization

• Create clear and intuitive visualizations that translate complex data into actionable insights.
• Support leadership presentations by preparing charts, summaries, and key takeaways.
• Partner with the Senior Sales Operations Analyst to enhance enterprise dashboards and analytics frameworks.

Sales Forecasting & Planning Support

• Assist with sales forecasting, territory planning, sales analysis, and pipeline reviews.
• Validate forecast inputs, identify risks and gaps, and flag anomalies in performance trends.
• Support scenario modeling and what-if analyses under senior analyst guidance.

CRM & Data Management

• Validate the report extracted data within Microsoft Dynamics 365 CRM.
• Monitor data hygiene, completeness, and compliance with reporting standards.
• Support data integration efforts between CRM, BI tools, and enterprise data sources.

Incentive & Program Analytics

• Support reporting for sales incentive and compensation programs.
• Provide analytical support for sales programs and operational initiatives.

Market & Client Analysis

• Analyze client, sector, and market-level data to identify trends and growth opportunities.
• Support the development of client-level reporting, including top accounts and sector performance.
• Assist in compiling competitive and market intelligence summaries.

Process Improvement & Automation

• Identify opportunities to streamline reporting processes and reduce manual effort.
• Support automation initiatives using Power BI, Excel, and data transformation tools.
• Document reporting logic, definitions, and processes to improve scalability and knowledge sharing.

Cross-Functional Collaboration

• Partner with Sales/LifeLine Sectors, Finance, Marketing, and Business Applications teams on reporting needs.
• Respond to ad hoc data requests and support cross-functional projects as assigned.
• Learn from and collaborate closely with senior analytics and Sales Operations Leadership.

Success Metrics

• Adherence to documented reporting processes, governance standards, and SLAs with 95% compliance.
• Accurate execution of assigned BAU reporting tasks with 98% data accuracy.
• On-time delivery of assigned recurring reports and dashboard updates (95% on-time).
• Successful migration of legacy or one-off reports into standardized primary reports under senior guidance.
• Compliance with enterprise reporting standards.
• Positive internal user feedback on the clarity and usability of analyst-produced outputs.
• Growing proficiency in analytical tools, models, and methods used by the team.
• Demonstrated understanding of sales and pipeline metrics.

What We Expect from You

Education & Experience

• Bachelor's degree in Business Analytics, Data Analytics, Finance, Economics, Information Systems, or a related field.
• 3-5 years of experience in sales operations, business analytics, reporting, or a related analytical role.

Technical Skills

• Proficiency in:




• Power BI (dashboard creation)
• Microsoft Dynamics 365 CRM or similar CRM platforms
• Excel (advanced formulas, pivot tables, data analysis)




• Working knowledge of SQL or data querying tools preferred.
• Exposure to Python, R, or other analytics tools is a plus.

Industry Knowledge

• Experience in or exposure to the AEC industry is preferred in relation to




• Project-based sales cycles (multi-state pursuits, go/no-go decision tracking, revenue forecasting tied to project awards, not immediate work),
• Sector specific backlog,
• Weighted vs unweighted revenue,
• Resource allocation for projects, etc.




• Understanding of professional services sales models, pipelines, backlog, and revenue forecasting is a plus.

Core Competencies

• Analytical Skills: Strong ability to analyze data, identify trends, and draw meaningful conclusions.
• Attention to Detail: High level of accuracy and data integrity in reporting and analysis.
• Communication: Ability to explain insights clearly to both technical and non-technical audiences.
• Collaboration: Comfortable working with cross-functional teams and supporting senior stakeholders.
• Growth Mindset: Eagerness to learn advanced analytics, business strategy, and industry dynamics.
• Time Management: Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

• Demonstrates openness to innovation by embracing and applying evolving technology and AI tools to enhance workflows, solve problems, and drive continuous improvement.
• Must have authorization to work permanently in the U.S.

As you consider applying for a position at Ulteig, we encourage you to think outside the box - because we do! You might not meet 100% of the skills listed in a description, but we are committed to hiring people with exceptional talent, ability, and potential, and then creating an environment where they can become the best versions of themselves. We don't want to miss out on the possibility of speaking with the next outstanding Ulteig team member, so please apply if you think this role is a great match for your unique skills and strengths. And, yes, relevant military experience is absolutely considered for transitioning service members.

What You Can Expect from Ulteig

Ulteig is a purpose-driven organization that has built a culture focused on people, both our clients and our employees, for over 80 years. Working at Ulteig is more than a job, opening opportunities to make an impact by creating and solving for a sustainable future. We recognize our success relies heavily on the dedication and focus of our workforce; this is why we make investing in our employees a top priority. We prioritize flexibility and staying connected to meet your needs and help you achieve your goals. We value your unique perspective, respect your individuality, and celebrate your contributions. At Ulteig, we take our success and the success of our clients personally.

We offer our team members:

• Flexible Workplace
• Employee Ownership
• Competitive Pay
• Comprehensive Benefits Package
• Collaborative Environment
• Innovative Culture

Our vision is to be the most trusted partners transforming our world's critical infrastructure. Ulteig connects people and resources to develop compelling, integrated solutions across multiple Lifeline Sectors, including Power, Renewables, Transportation and Water. Ulteig is a trusted partner in engineering North America's essential infrastructure and leverages its expertise with a wide range of public and private clients.

At Ulteig, we care deeply about our team, listening to their needs and ensuring they have the tools necessary to be productive whether they choose to work remotely, hybrid or in office. Regardless of where you work, you are empowered to build a workday that best suits your strengths. We strive to ensure a balance and separation between home and work life. We support a flexible working schedule so employees are able to focus on what's important to them.

If you would like to be a part of a company that empowers their employees, apply today!

Ulteig is a Drug Free Workplace

ACHIEVE | GROW | COLLABORATE

Additional Opportunity Details:
Target Base Compensation Range for this role is $91,100 - $123,200
* Factors that may be used to determine your actual salary include your job-specific skills, education, training, job location, number of years of experience related to this role, and comparison to other employees already in this role.

This position will be posted for a minimum of 3 days and will continue to be posted for an average of 60 days until a qualified applicant is selected or the position has been cancelled.

Notice to Recruiters and Staffing Agencies: to protect the interests of all parties, Ulteig Engineers, Inc., will not accept unsolicited resumes from any source other than directly from a candidate or an approved vendor that has a written and signed agreement in place with Ulteig. Please do not contact or forward resumes to our company employees or locations. Any unsolicited resumes will be considered Ulteig property. Ulteig is not responsible for any charges or fees related to unsolicited resumes.