Job Details

Join to apply for the Sales Operations Analyst role at Workato.

About Workato

Workato transforms technology complexity into business opportunity. As the leader in enterprise orchestration, Workato helps businesses globally streamline operations by connecting data, processes, applications, and experiences. Its AI-powered platform enables teams to navigate complex workflows in real-time, driving efficiency and agility. Trusted by a community of 400,000 global customers, Workato empowers organizations of every size to unlock new value and lead in today's fast-changing world.

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 our employees a vibrant and dynamic work environment along with a multitude of benefits they can enjoy inside and outside of their work lives.

• 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

• Build scalable, efficient, reliable, and easy-to-consume front-end dashboards within our BI application, Sigma Computing, that drive informed decision-making across Sales and Sales Ops teams.
• Own and enhance core dashboards and reports, ensuring they evolve with the business and remain accurate, relevant, and accessible.
• Document dashboards comprehensively to support ongoing self-service, troubleshooting, and long-term sustainability.
• Balance short-term ad hoc requests with the development of long-term, scalable analytics solutions.
• Collaborate with data engineering to ensure dashboards are built on robust, efficient, and future-proof data architectures.
• Act as the subject matter expert on key Sales KPIs.
• Partner with SalesOps leaders to identify insights gaps, uncover pain points, and propose solutions that enhance sales productivity and process optimization.
• Work cross-functionally with product and systems teams to improve data quality, availability, and capture processes.
• Conduct deep-dive exploratory analyses to uncover insights, highlight trends, and drive strategic discussions.

Requirements

• Proven experience creating business-facing dashboards using modern BI tools (e.g., Sigma, Tableau, Looker, Power BI).
• 5+ years of meaningful data analysis experience, preferably within SaaS or a related analytical background.
• Strong SQL skills and a solid understanding of data modeling and architecture.
• Ability to simplify complex data for non-technical stakeholders.
• Sales operations experience is a strong plus.
• Detail-oriented mindset with a sense of urgency.
• Self-starter with the intellectual curiosity to be a systematic problem solver.
• Excellent quantitative skills with experience analyzing SaaS adoption and retention metrics.
• Ability to adapt quickly to changing priorities and effectively manage time, multiple tasks, and firm deadlines.
• Excellent interpersonal skills; skilled at creating material for an executive audience; skilled at converting business requirements into consumable material.
• Bachelor's degree required.

The pay for this role may range between $80,000 – $100,000 plus variable, benefits, perks, and equity.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Business Development and Sales

Industries

Software Development

Location

San Francisco, CA