Sales Operations

During my tenure as a sales operations analyst, I concentrated on revenue forecasting and bookings forecasting, quota-setting for the sales team, and conducting ad-hoc analyses to support initiatives from sales leadership. Deliverables included:  

- Capacity modeling to aid in headcount planning and quota-setting for the sales organization  

- Pacing calculations and pipeline analysis to deliver an accurate forecast to the CRO/CFO  

- Evaluating sales conversion rates and funnel metrics to gain insight into pipeline health  

- Assisting with monthly close activities  

The files below are derived from models that I've built, utilized, and maintained throughout my career.