About the role
Job Summary We are seeking a data-driven Operations & Data Analyst who can seamlessly blend advanced analytics with core sales operations. In this role, you will leverage strong SQL expertise to manage our underlying sales data infrastructure and execute complex analytical projects that directly inform our broader sales strategy. Alongside this technical work, you will own our account routing process—actively managing, optimizing, and executing routine updates to our sales representatives' books of business to keep our sales engine running at peak efficiency.
Data Infrastructure & Advanced Analytics Utilize advanced SQL to manage, query, and optimize our underlying sales data infrastructure. Scope, design, and execute complex analytical projects to uncover market trends, track revenue performance, and inform executive sales strategy. Ensure data integrity and cleanliness across databases to maintain a single source of truth for the revenue organization. Build and maintain scalable dashboards or data pipelines that provide actionable insights to sales leadership.
Account Routing & Book of Business Management Own the end-to-end account routing process, ensuring prospective leads and accounts are assigned accurately and efficiently. Actively manage and execute routine updates to sales representatives' books of business, territory assignments, and account logic. Collaborate with sales leadership to design, implement, and adjust equitable territory structures. Troubleshoot and resolve day-to-day data and routing conflicts within the CRM to eliminate friction for the sales team. Qualifications & Skills Technical Requirements Advanced SQL Mastery: Proven experience writing complex queries, window functions, and managing relational databases or data warehouses (e.g., BigQuery, Snowflake, Redshift). CRM Expertise: Strong hands-on experience managing CRM platforms (e.g., Salesforce, HubSpot) with a focus on routing automation and lead assignment rules. Advanced Spreadsheet Skills: Expert-level proficiency in Excel or Google Sheets for data manipulation, modeling, and quick analysis. BI & Data Visualization: Experience with tools like Tableau, Looker, or Power BI to present complex data sets in a clean, digestible format. Professional Skills Operational Discipline: Strong organizational skills with the ability to handle high-stakes routing updates without disrupting the sales cycle. Strategic Thinking: Ability to look beyond raw numbers to understand how data infrastructure impacts real-world sales performance. Communication: Excellent communication skills to align with cross-functional sales leaders and explain data-driven decisions clearly.
Not the right fit? Search for Operations & Data Analyst jobs in Canada
About CBL Solutions
CBL Solutions: Empowering Companies in the Digital Era
CBL Solutions is an innovative and rapidly expanding IT services company headquartered in the United States. We specialize in delivering a comprehensive range of software, staffing, and outsourcing solutions to organizations across the USA and India. With our unique onsite, offsite, and offshore delivery model, we enable our clients to achieve swift implementation, exceptional quality, and cost optimization.
Driving Success for Startups and Enterprises in the Connected World!
Unleash the full potential of your organization with CBL Solutions as your trusted guide. Our team of digital experts is dedicated to assisting companies in all industries, regions, and stages of growth to embrace the possibilities of the digital landscape. Rather than focusing on what digital will do to your business, we empower you to define what you will do with digital. At CBL Solutions, we pride ourselves on being at the forefront of technological advancements, constantly exploring emerging trends and transforming them into actionable strategies for our clients. Whether you are a startup seeking to establish a digital presence or an established enterprise looking to optimize your operations, our tailored solutions will ensure your success in the connected world.
Why Choose CBL Solutions?
Comprehensive Portfolio: We offer a wide range of software, staffing, and outsourcing services, tailored to meet the unique needs of each client. From software development to talent acquisition and operational support, we have you covered.
Customer-centric Approach: We prioritize our clients' objectives and work closely with them to develop personalized strategies. Our team becomes an extension of your business, providing dedicated support and delivering solutions that align with your goals. Global Delivery Model: With our onsite, offsite, and offshore delivery capabilities, we ensure a seamless experience regardless of your geo location
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About the role
Job Summary We are seeking a data-driven Operations & Data Analyst who can seamlessly blend advanced analytics with core sales operations. In this role, you will leverage strong SQL expertise to manage our underlying sales data infrastructure and execute complex analytical projects that directly inform our broader sales strategy. Alongside this technical work, you will own our account routing process—actively managing, optimizing, and executing routine updates to our sales representatives' books of business to keep our sales engine running at peak efficiency.
Data Infrastructure & Advanced Analytics Utilize advanced SQL to manage, query, and optimize our underlying sales data infrastructure. Scope, design, and execute complex analytical projects to uncover market trends, track revenue performance, and inform executive sales strategy. Ensure data integrity and cleanliness across databases to maintain a single source of truth for the revenue organization. Build and maintain scalable dashboards or data pipelines that provide actionable insights to sales leadership.
Account Routing & Book of Business Management Own the end-to-end account routing process, ensuring prospective leads and accounts are assigned accurately and efficiently. Actively manage and execute routine updates to sales representatives' books of business, territory assignments, and account logic. Collaborate with sales leadership to design, implement, and adjust equitable territory structures. Troubleshoot and resolve day-to-day data and routing conflicts within the CRM to eliminate friction for the sales team. Qualifications & Skills Technical Requirements Advanced SQL Mastery: Proven experience writing complex queries, window functions, and managing relational databases or data warehouses (e.g., BigQuery, Snowflake, Redshift). CRM Expertise: Strong hands-on experience managing CRM platforms (e.g., Salesforce, HubSpot) with a focus on routing automation and lead assignment rules. Advanced Spreadsheet Skills: Expert-level proficiency in Excel or Google Sheets for data manipulation, modeling, and quick analysis. BI & Data Visualization: Experience with tools like Tableau, Looker, or Power BI to present complex data sets in a clean, digestible format. Professional Skills Operational Discipline: Strong organizational skills with the ability to handle high-stakes routing updates without disrupting the sales cycle. Strategic Thinking: Ability to look beyond raw numbers to understand how data infrastructure impacts real-world sales performance. Communication: Excellent communication skills to align with cross-functional sales leaders and explain data-driven decisions clearly.
Not the right fit? Search for Operations & Data Analyst jobs in Canada
About CBL Solutions
CBL Solutions: Empowering Companies in the Digital Era
CBL Solutions is an innovative and rapidly expanding IT services company headquartered in the United States. We specialize in delivering a comprehensive range of software, staffing, and outsourcing solutions to organizations across the USA and India. With our unique onsite, offsite, and offshore delivery model, we enable our clients to achieve swift implementation, exceptional quality, and cost optimization.
Driving Success for Startups and Enterprises in the Connected World!
Unleash the full potential of your organization with CBL Solutions as your trusted guide. Our team of digital experts is dedicated to assisting companies in all industries, regions, and stages of growth to embrace the possibilities of the digital landscape. Rather than focusing on what digital will do to your business, we empower you to define what you will do with digital. At CBL Solutions, we pride ourselves on being at the forefront of technological advancements, constantly exploring emerging trends and transforming them into actionable strategies for our clients. Whether you are a startup seeking to establish a digital presence or an established enterprise looking to optimize your operations, our tailored solutions will ensure your success in the connected world.
Why Choose CBL Solutions?
Comprehensive Portfolio: We offer a wide range of software, staffing, and outsourcing services, tailored to meet the unique needs of each client. From software development to talent acquisition and operational support, we have you covered.
Customer-centric Approach: We prioritize our clients' objectives and work closely with them to develop personalized strategies. Our team becomes an extension of your business, providing dedicated support and delivering solutions that align with your goals. Global Delivery Model: With our onsite, offsite, and offshore delivery capabilities, we ensure a seamless experience regardless of your geo location