Leads complex BI projects by translating stakeholder needs into scalable dashboards, consistent metrics, and actionable insights, while shaping BI strategy and presenting findings to clients and executives.
Sales Operations Analyst
π Description
- Build customer health scores and weekly at-risk account reports, identifying drivers of score changes.
- Develop churn propensity models and automated renewal dashboards with win probability estimates.
- Analyze customer data to identify expansion opportunities, wallet-share movement, and potential SLA upgrades.
- Create customer value reports and executive-level materials for business reviews and decision-making.
- Maintain connections across databases, CRM, and BI tools; automate dashboards and alerts, standardize reporting, and address data quality issues.
- Lead analytics AI adoption, productionize models with IT, and validate AI-generated insights for customer-facing teams.
π οΈ Requirements
- 8+ years as a BI Analyst, Data Analyst, or Analytics Specialist; Power BI preferred.
- Experience in logistics, supply chain, distribution, or e-commerce fulfillment; spare parts experience strongly preferred.
- Proficiency in Power BI or Tableau and experience connecting to ERP/WMS data sources.
- Working knowledge of Python or similar tools for analysis, including pandas and basic statistics.
- Familiarity with CRM data structures such as HubSpot, Salesforce, or Pipedrive.
- Ability to translate business questions into data requirements; strong verbal and written communication.
- Customer-facing, customer-centric mindset.
- Must have the current and continuing right to work in the United States without restrictions or expirations.
Full job description
Sales Operations Analyst
DISHER is currently partnering with an organization that is evolving from a logistics services company into a technology-enabled services company. Technology, data, and AI increasingly are determining not only how efficiently they operate, but what services they can offer, how differentiated those services are, and the value they can create for their customers.
In this role, you will build and own customer analytics that directly drive Net Revenue Retention and customer success outcomes. You will translate complex customer data into actionable insights and automated intelligence that enable Account Managers, Customer Success Managers, and executives to make faster, more informed decisions about retention, expansion, and customer value.
You will report to the Vice President, Customer Operations and work directly with customer-facing teams to understand what decisions they need to make, validate whether your analytics are creating measurable impact, and iterate toward insights they trust and act on.
What you will get to do:
- Maintain connections between their internal database, CRM, and BI tools (Power BI / Tableau)
- Build and maintain dashboards that automatically refresh weekly
- Implement automated alerts to CSM and AM when health scores cross thresholds
- Document data definitions and standardize reporting
- Work with operations and IT to resolve data quality issues at source
- Lead AI adoption for analytics and collaborate with IT to productionize analytic models
- Implement AI prompts and query interfaces for AM/CSM self-service
- Validate AI-generated insights and ensure accurate, quality data for customer-facing teams
- Develop subject matter expertise in new technology platforms and products
What success looks like:
What will make you successful:
- 8+ years as a BI Analyst, Data Analyst, or Analytics Specialist (Power BI preferred)
- Experience in logistics, supply chain, distribution, or e-commerce fulfillment (spare parts experience strongly preferred)
- Proven track record of building dashboards that tell stories and drive action, not just visualizations
- Knowledge of service supply chain and spare parts logistics metrics
- Proficiency in Power BI or Tableau
- Experience connecting to ERP/WMS data sources
- Working knowledge of Python or similar for analysis (pandas, basic stats)
- Familiarity with CRM data structures (HubSpot, Salesforce, Pipedrive)
- Ability to translate business questions into data requirements
- Strong verbal and written communication
- Customer-facing and customer-centric mindset
- Must have the current and continuing right to work in the United States of America without restrictions or expirations
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