Data Analyst/Sales Operations/Salesforce/Reporting/CRM

PSD TECHNOLOGIES L.L.C.
United States
2 days ago
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Role details

Contract type
Permanent contract
Employment type
Full-time (> 32 hours)
Experience level
Experienced
Experience required
2 years minimum
Working hours
Regular working hours

Tech stack

Microsoft Excel Artificial Intelligence Data Analysis Payment Systems Operational Data Store Oracle (Applications) Pivot Tables Salesforce.Com Tableau (Software) Snowflake AI Platforms Data Management
+4 more
Claude Rate-Monotonic Scheduling Google Gemini GPT

Job description

In this contractor role as a Sales & Operations Specialist, you will act as the operational backbone for our Sales teams. You will handle day-to-day administrative, operational, and system tasks-from managing CRM hygiene and coordinating contract workflows to conducting operational data analysis, facilitating cross-functional deal approvals, and keeping team assets (tools and documentation) organised., * Data Analysis & Reporting: Perform practical data analysis using Microsoft Excel and Google Sheets (eg VLOOKUPs/XLOOKUPs, pivot tables, graphs) to validate merchant volume, audit pipelines, and pull performance metrics in collaboration with the Data contractor.

  • Cross-Team Operational Support: Assist RMs, Marketing, and Product Strategy with operational requests, including gathering required inputs for internal deal review decks (BRIC/Governance/LRC) and consolidating cross-functional updates.
  • Testing & Operational Execution: Manage test card ordering, act as a tester for Salesforce system updates, and support process improvement efforts.

Requirements

We are looking for a driven, resilient and detail-oriented Sales Operations Analyst to join a vibrant Relationship Management team., * 3+ years of practical experience in sales operations, revenue operations, or commercial support, ideally within Payment Networks or Financial Services.

  • Systems & Data Expertise: 2+ years of hands-on experience using CRM tools such as Salesforce, strong proficiency in Microsoft Excel and Google Sheets for data analysis (eg pivot tables, formulas), and practical experience with procurement/contract tools (such as Zip or Oracle) and data platforms (such as Snowflake, Tableau).

  • AI & Modern Tooling: Familiarity or practical experience using AI chat assistants (eg, ChatGPT, Claude, Gemini, or internal AI platforms) to boost productivity, streamline administrative tasks, and assist with process automation.

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