Sales Engineering Operations Analyst - Salesforce, Reporting & AI

About the role

This position centers on safeguarding the operational integrity and precision of sales reporting for the Sales Engineering organization. You will own the end to end management of Power BI dashboards, ensuring metrics are accurate, timely, and actionable for stakeholders. A core part of this role involves acting as the first line of defense and support for Salesforce and Vivun, addressing day to day issues and change requests efficiently. You will leverage artificial intelligence tools such as Microsoft Copilot to streamline repetitive tasks, automate ticket handling, and enhance reporting workflows. The role requires close collaboration with SalesOps and IT teams to guide the evolution of the data platform, including interactions with Snowflake where relevant. You will be responsible for documenting business requirements for system improvements and maintaining up to date internal process guides for future reference. The position also involves validating data integrity to support quota planning inputs and ensuring that the information driving decisions is reliable. By combining technical expertise with analytical rigor, you will enable the Sales Engineering team to focus on execution while maintaining high standards of data quality.

Key facts

What you'll do

• Update and refine Power BI dashboards to track performance metrics and activity across the Sales Engineering function.
• Validate data integrity and perform analysis to support quota planning inputs and strategic decisions.
• Serve as the primary point of contact for Salesforce and Vivun troubleshooting, handling change requests and operational issues.
• Document detailed business requirements for system enhancements and maintain comprehensive internal process guides.
• Use AI tools like Microsoft Copilot to automate ticketing processes, reporting tasks, and other routine operational activities.
• Collaborate with SalesOps and IT teams to support the evolution of the data platform, including working with Snowflake datasets and structures.
• Monitor dashboard performance and data flows to identify discrepancies, propose improvements, and ensure ongoing accuracy.
• Support the configuration and basic setup changes within Salesforce to meet the needs of Sales Engineering operations.
• Analyze trends in support requests and system usage to recommend process optimizations and automation opportunities.
• Assist in the implementation and testing of new features or integrations within Salesforce, Vivun, and related tools.
• Coordinate with cross functional teams to gather requirements, clarify needs, and ensure alignment on reporting objectives.
• Maintain high standards of data quality by performing regular audits and validations on key data sets.
• Utilize data modeling techniques to structure information in Power BI and other analytical tools effectively.
• Provide clear and concise communication to both technical and non technical stakeholders regarding system status and improvements.

Requirements

• 3+ years of experience in business systems support, operations, or data analysis within a professional environment.
• Hands on experience with Microsoft Power BI, including data modeling, DAX measures, and dashboard creation is essential.
• Familiarity with Salesforce data structures and the ability to manage basic configuration changes without constant supervision.
• Practical experience with AI assisted tools such as Microsoft Copilot, ChatGPT, or similar platforms and a desire to expand these skills further.
• A Bachelor degree in Information Systems, Computer Science, Business, or equivalent professional experience that demonstrates relevant knowledge.
• Legal authorization to work in Romania without the need for employer sponsorship or additional work permits.
• Strong attention to detail and the ability to manage multiple priorities in a fast paced, dynamic operational setting.
• Solid written and verbal communication skills to interact effectively with internal teams and external partners.
• A proactive mindset with the ability to troubleshoot issues independently and escalate when necessary.
• Commitment to following documented processes while also identifying opportunities for improvement.
• Experience working with data platforms and understanding the importance of data security and governance.
• Willingness to engage in continuous learning to keep up with new tools, technologies, and best practices in the field.
• Ability to work remotely in a distributed team environment while maintaining high levels of collaboration and accountability.

Nice to have

• Prior experience with Vivun, Snowflake, or Tableau, providing familiarity with additional data ecosystems.
• Proficiency in DAX, Power Query, or SQL to perform more advanced data manipulations and calculations.
• A background in Sales Engineering or Sales Operations, offering context into the specific needs of these teams.
• Knowledge of CRM data flows and opportunity lifecycles, enhancing the ability to support system improvements.
• Experience working with automation tools and understanding how to apply them to operational challenges.
• Exposure to change management processes and the ability to support adoption of new systems or features.
• Understanding of reporting best practices and the ability to translate business needs into clear, visual dashboards.

Practical notes

Sophos operates under a remote first model, though some roles may require a hybrid approach depending on operational needs. Applicants must possess the legal right to work in the location listed without requiring employer sponsorship. The company offers global wellbeing days, fitness competitions, and diversity networks to support a healthy work life balance. Personal data provided during the application process is retained for 12 months in accordance with the Sophos Privacy Policy, ensuring transparency and compliance at all times. Candidates are encouraged to highlight relevant experience in business systems, data analysis, and reporting during the application process. This role is critical in maintaining the reliability of sales data and enabling data driven decision making across the organization.