Senior Sales Operations Analyst

Your Impact

The Senior Sales Operations Analyst is a critical partner to our sales and customer success leadership, providing strategic data analysis, business process optimization, and technical expertise to drive efficiency and effectiveness across the organization. This role requires a strong analytical mindset, deep knowledge of sales and customer success processes, as well as proficiency with sales tech stack systems.

What You'll Do

• Strategic Analysis & Reporting:
• Develop, maintain, and deliver key performance metrics, dashboards, and reports (e.g., pipeline health, forecasting accuracy, rep performance, territory analysis).
• Perform deep-dive analysis on sales/ customer success trends, identify areas for improvement, and translate findings into actionable recommendations for Sales and Customer Success leadership.
• Support annual planning processes to include territory design.
• Process & Efficiency Optimization:
• Identify and implement process improvements ensuring consistency, compliance, and optimal efficiency from lead to close to retention.
• Manage and govern the data quality within the CRM (Salesforce), Outreach and other critical sales technology platforms.
• Develop and document clear and scalable Standard Operating processes and policies.
• Sales Technology Management:
• Act as a subject matter expert (SME) for the primary CRM system, and /or other sales / customer success tech stack platforms (e.g., Salesforce and Outreach), handling configuration, reporting needs, and system enhancements.
• Evaluate, implement, and manage the integration of various sales / customer enablement tools (e.g., forecasting tools, sales engagement platforms).
• Provide training and support to the Sales team on process changes and technology usage.
• Cross-Functional Collaboration:
• Serve as a critical link between Sales and Finance, Business Intelligence, Business applications, marketing, etc ensuring alignment on definitions, processes, and reporting.
• Support the monthly/quarterly sales forecasting process, ensuring accuracy and timeliness.

Who You Are

• 5+ years of progressive experience in Sales Operations, Customer Success operations, Business Analysis, or a closely related analytical role, preferably within a B2B SaaS or technology environment.
• Expert-level proficiency with Salesforce and Outreach
• Advanced skills in Microsoft Excel or Google Sheets (pivot tables, complex formulas, data modeling).
• Demonstrated experience translating complex data sets into clear, executive-level insights and presentations.
• Strong understanding of standard sales methodologies and the end-to-end sales process (pipeline management, forecasting, compensation).
• Excellent communication, interpersonal, and presentation skills.
• Experience with SQL for querying large-scale data warehouses to extract, manipulate, and analyze sales performance data.
• Experience with business intelligence (BI) tools (e.g., Quicksight, Tableau, Power BI, Looker).

Even Better If You Have…

• Experience in Legal tech
• Bachelor’s degree in Business, Finance, Economics, Math or a related field.
• Experience in a rapidly growing or scaling organization.

Authorization to Work in the U.S.: Candidates must be legally authorized to work in the United States without sponsorship now or in the future. DISCO is not currently sponsoring visas, including, but not limited to, H-1B, TN, or EAD, and we are not accepting visa transfers.

Perks of DISCO

• Open, inclusive, and fun environment
• Benefits, including medical, dental and vision insurance, as well as 401(k)
• Competitive salary plus RSUs
• Flexible PTO
• Opportunity to be a part of a company that is revolutionizing the legal industry
• Growth opportunities throughout the company