Sales Operations Analyst

About This Role

This Analyst role supports the integration of new products, business units, and product offerings into the company's standard quoting process. It ensures new products launch with clear quoting requirements, accurate configuration logic, proper documentation, and effective training for internal teams. This critical position bridges the gap between early-stage product configurations and scalable enterprise systems.

Responsibilities

• Support accurate, timely, and scalable quoting for commercial opportunities, early-stage products, unreleased products, and new business unit offerings across multiple product lines
• Design, develop, and maintain Excel-based quoting tools and quote automation workflows that improve quoting speed, accuracy, governance, and scalability for new business units
• Implement complex logic and configuration rules to support product structures, pricing models, approval workflows, regional requirements, and new business unit integration needs
• Collaborate with Product, Engineering, Sales, Finance, IT, Supply Chain, Logistics, and Commercial Operations teams to gather requirements and translate them into quoting logic, automation rules, and scalable process documentation
• Serve as a bridge to enterprise quoting systems by ensuring quoting logic, tool structure, business unit requirements, and product configuration rules can be ported into or inform CPQ systems, web-based quoting platforms, and digital configuration tools
• Support onboarding and integration of new business units into standard quoting processes, including data mapping, product configuration alignment, pricing logic, user training, testing, rollout support, and change management
• Support CPQ systems, including Salesforce CPQ, Oracle CPQ, or similar platforms, as well as web-based quoting platforms and digital configuration tools
• Document quoting logic, automation workflows, business unit integration requirements, tool architecture, and configuration assumptions for future system migrations and enterprise implementations
• Ensure quoting tools and automation workflows are scalable, accurate, and robust, including version control, error handling, regression testing, and governance controls
• Provide training, rollout support, and user feedback integration for internal stakeholders, new business unit users, and end-users
• Explore the use of AI-powered features, including intelligent autofill, anomaly detection, or predictive quoting logic, to enhance quoting automation, tool accuracy, and process efficiency
• Partner with Commercial Operations, Product, Finance, IT, and Sales teams to design quoting workflows that can scale across regions, product lines, Business Units, and enterprise systems

Requirements

• Bachelor’s degree with 5+ years’ experience, MBA is preferred or equivalent experience