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Sales Strategy & Operations Analyst

External
wrike logoWrike · Costa Rica
Full-timeRemoteToday
CRMDocumentationForecastingLeadershipProcess ImprovementSalesforce
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About the role

Wrike's Sales Strategy & Operations team enables efficient go-to-market execution through data, process discipline, and operational insight. This role supports sales planning and execution by delivering accurate reporting, maintaining high-quality data, supporting forecasting and pipeline analysis, and partnering with stakeholders across the business to improve sales effectiveness and operational scale. The Sales Strategy & Operations Analyst is an individual contributor role designed for a professional with 2-3 years of relevant experience in sales operations, revenue operations, business operations, or strategy. The position is well suited to a candidate who demonstrates analytical strength, attention to detail, sound communication skills, and a clear willingness to learn and grow in a fast-paced SaaS environment.

Responsibilities

  • Develop, maintain, and improve recurring dashboards, reports, and KPI views used by sales leadership to monitor pipeline, bookings, activity, and performance trends.
  • Support weekly, monthly, and quarterly business cadences through reporting preparation, data validation, and insight generation for leadership reviews.
  • Assist with sales forecasting, pipeline analysis, and performance tracking to improve visibility into risks, opportunities, and business outcomes.
  • Maintain CRM data quality by identifying inconsistencies, supporting clean-up activities, and helping improve reporting logic, field usage, and data governance practices.
  • Partner with Sales, Finance, Marketing, Customer Success, and Business Systems teams to address operational questions and support cross-functional initiatives.
  • Contribute to territory planning, account analysis, sales productivity tracking, and ad hoc analytical requests as assigned by management.
  • Document workflows, reporting definitions, and operational processes to support consistency, scalability, and continuous improvement.
  • Your Qualifications
  • 2-3 years of professional experience in Sales Operations, Revenue Operations, Strategy & Operations, Business Operations, or a related analytical role, preferably within a SaaS or technology company.
  • Bachelor's degree in Business, Finance, Economics, Analytics, Mathematics, or a related field, or equivalent practical experience.
  • Proficiency in spreadsheet-based analysis and experience creating business reports, dashboards, and data summaries for operational or commercial teams.
  • Working knowledge of CRM systems, preferably Salesforce, including reporting structures, opportunity data, and data integrity requirements.
  • Strong analytical and problem-solving skills, with the ability to interpret data and translate findings into clear business insights.
  • High attention to detail, strong organizational discipline, and the ability to manage multiple priorities with accuracy and consistency.
  • Effective written and verbal communication skills, including the ability to present findings clearly to cross-functional stakeholders.
  • Demonstrated willingness to learn new tools, processes, and business concepts, with a growth-oriented mindset.
  • Standout Qualities
  • Experience supporting SaaS sales organizations through pipeline reviews, forecasting support, QBR preparation, territory analysis, or performance reporting.
  • Familiarity with BI or visualization tools and comfort working with structured datasets in operational environments.
  • Exposure to process improvement, workflow documentation, or systems enhancement projects.
  • Foundational knowledge of SQL or related analytical tools.
  • Team Dynamics
  • The successful candidate will join a team environment that values accountability, teamwork, and continuous improvement. Wrike publicly emphasizes a culture built around collaboration, creativity, and commitment, which should be reflected in how this role operates across stakeholder groups.
  • Our Work Style
  • Core tools may include Salesforce, spreadsheets, dashboarding

Benefits

Vision insurance

Additional Information

Wrike is the most powerful work management platform. Built for teams and organizations looking to collaborate, create, and exceed every day, Wrike brings everyone and all work into a single place to remove complexity, increase productivity, and free people up to focus on their most purposeful work. Our vision: A world where everyone is free to focus on their most purposeful work, together.


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