Lead Sales Operations

Role: Lead Sales Operations

About Us:

AppZen is the leader in autonomous spend-to-pay software. Its patented artificial intelligence accurately

and efficiently processes information from thousands of data sources so that organizations can better

understand enterprise spend at scale to make smarter business decisions. It seamlessly integrates with

existing accounts payable, expense, and card workflows to read, understand, and make real-time

decisions based on your unique spend profile, leading to faster processing times and fewer instances of

fraud or wasteful spend. Global enterprises, including one-third of the Fortune 500, use AppZen's

invoice, expense, and card transaction solutions to replace manual finance processes and accelerate the

speed and agility of their businesses. To learn more, visit us at

Role Overview:

We are seeking a highly analytical and technically skilled Sales Operations Lead with deep experience in

Sales Operations, Salesforce reporting, CRM Analytics, and advanced spreadsheet capabilities (Excel +

Google Sheets). The ideal candidate will play a critical role in driving data-driven decision-making across

the sales organization by delivering high-impact reporting, forecasting support, and performance

insights.

This role will be instrumental in driving Sales Analytics, pipeline management, KPI tracking, and

operational excellence, leveraging Salesforce, analytics tools, and spreadsheet automation (macros, pivot

tables, scripting) to provide actionable insights and increase sales efficiency.

You will play a key role in delivering insights that improve pipeline visibility, sales forecasting accuracy,

and overall sales performance. This role is perfect for someone who loves working with data,

understands the sales lifecycle, and wants to influence revenue outcomes through analytics.

Key Responsibilities:

● Own GTM Analytics and drive regular analytics on field rep effectiveness and the company's

GTM motions.

● Design and manage advanced Salesforce reports and CRM Analytics (Nice to have) dashboards to

deliver visibility into key sales metrics: pipeline health, funnel conversion, win/loss trends, sales

cycle, quota attainment, etc.

● Deliver weekly/monthly/quarterly reports with actionable insights for the Executive Leadership

team, sales leadership, and GTM stakeholders.

● Build and manage complex models and dashboards using Advanced Excel, automation skills (nice

to have).

● Create data validation workflows, template tools, and sheets that simplify reporting and

forecasting for frontline reps and managers.

● Define, track, and refine core Sales KPIs across the funnel—from leads to closed-won

opportunities.

● Monitor opportunity data hygiene and work with sales teams to maintain accurate close dates,

stage movement, and pipeline updates in Salesforce.

● Partner with Salesforce Admins and RevOps to refine data models, implement automation, and

improve analytics frameworks.

● Recommend improvements to reporting infrastructure, lead/opportunity workflows, and tool

integrations.

● Ensure consistency and documentation of all data logic, definitions, and reporting processes.

● Coordinate with the wider GTM Operations teams to support their analytics and reporting

needs.

Required Skills & Qualifications:

● Bachelor's degree in Business, Computer Science, Data Analytics, or a related field with 6 - 10

years of experience in Sales Operations or Revenue Operations roles.

● Salesforce Certified Administrator (ADM 201) or higher (Optional).

● Experience working in B2B SaaS or tech sales environments.

● Familiarity with tools like Salesforce, Hubspot and GTM tech stack.

● Understanding of Sales systems, automation tools, or data visualization platforms (e.g. CRM

Analytics,Tableau, Power BI) is a plus.

● Ability to work cross-functionally and communicate insights effectively.

● Experience in B2B SaaS or enterprise technology companies.

● Must have a strong appetite for learning, with a positive mindset, and a desire to learn & grow

within the role and beyond.

● Advanced proficiency in Excel:Pivot tables, Power Query, advanced formulas.

Macro/VBA development for automation of recurring tasks.(Nice to have)

● Advanced Google Sheets knowledge: (Nice to have) Complex formulas, App Scripts, linked

sheets, and automation workflows.

● Strong communication skills and the ability to turn data into stories and strategies.

Why Join Us?

● Opportunity to drive impactful GTM decisions and optimize revenue operations.

● Work & learn with a collaborative and high-growth team.

● Competitive salary, benefits, and professional growth opportunities.

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