Your Role at a Glance
The Sales Operations Analyst, Systems & Reporting serves as the critical link between the direct sales organization and Digital Systems (IT/Power BI/Salesforce administration) teams. This role translates business needs into actionable system solutions, delivers insights through reporting, and handles day-to-day Salesforce and other data requests. This role reduces the sales department’s reliance on Digital Systems and enables them to focus on strategic initiatives.
How You’ll Drive Success
Salesforce Support & Optimization
- Serve as the first point of contact for Salesforce Revenue Cloud requests across Direct, Channel, Educational, and Compliance Sales teams
- Build and maintain scalable reports and dashboards aligned to Mastercam pipeline and forecast tracking standards
- Troubleshoot data integrity issues across opportunities, accounts, and quoting workflows, partnering with Digital Systems as needed
- Continuously improve workflows and data quality to support accurate reporting and downstream financial alignment
Reporting & Analytics
- Develop and maintain Salesforce and Power BI dashboards supporting pipeline visibility, forecast accuracy, and executive KPI reporting
- Deliver actionable insights on bookings, pipeline health, forecast gaps, and performance trends across global sales teams
- Implement and enforce standardized reporting definitions (pipeline, forecast, revenue, etc.) to ensure alignment across Sales, Finance, and Operations
- Support recurring reporting cadences (weekly pipeline calls, forecast reviews, leadership updates) with reliable, consistent data
Sales & IT Liaison
- Translate business requirements from Sales Ops, Commercial leadership, and Channel teams into clear technical specifications for Digital Systems
- Partner closely with Digital Systems on Salesforce enhancements, prioritization, and release planning related to Revenue Cloud
- Triage, prioritize, and escalate complex system or reporting requests while balancing cross-functional dependencies
Process Improvement
- Identify inefficiencies across quoting, order flow, and reporting processes, then implement related automation and system-driven solutions
- Reduce manual effort through improved Salesforce configuration, validation rules, and workflow automation
- Support ongoing optimization of Salesforce Revenue Cloud post-launch to improve usability and adoption
User Enablement
- Enable sales users in Salesforce, specifically reporting tools and standardized processes (opportunity management, forecasting, quoting)
- Develop and maintain clear SOPs, job aids, and documentation aligned to Sales Ops standards
- Enable self-service reporting by designing intuitive dashboards and educating users on how to interpret key metrics
The Talents We’re Seeking
Education & Experience
- Bachelor's degree in Information Systems, Computer Science, Data Analytics, or a related field preferred.
- Equivalent combination of education and relevant work experience will be considered.
- 3–5+ years of Sales Operations, CRM Administration, Business Systems, Reporting, or related experience.
- Advanced Salesforce reporting and dashboard experience.
- Power BI dashboard development and data visualization experience.
- Experience gathering business requirements and translating them into system enhancements.
Required Skills
- Strong understanding of sales processes, forecasting, pipeline management, and CRM best practices.
- Ability to communicate effectively with both business users and technical teams.
- Above average communication skills, both written and verbal, with the ability to provide accurate and timely information in a succinct and easy to understand manner.
- Proficiency with Microsoft Office (Word, Excel and PowerPoint) as well as calculator, telephone systems, company network and familiarity with CRM tools.
- Proven time management skills and a track record of working in a team environment successfully supporting others.
- Well-organized, attention to detail and able to multi-task.
- Problem solving and analysis skills.
Preferred Skills
- Salesforce certifications such as:
- Salesforce Administrator
- Salesforce Advanced Administrator
- Salesforce Business Analyst
- Experience with Power BI data modeling and DAX.
- Experience with ERP systems such as NetSuite.
- Experience supporting global sales organizations.
Who We Are
At Mastercam, we do not just keep pace with manufacturing—we set the pace. For over 40 years, we have been the name behind the breakthroughs, the partner for those who refuse to settle. When the industry says “too complex,” we say, “challenge accepted.”
We are more than software. We are a movement of makers, innovators, and problem-solvers driving transformation across the globe.
Backed by a network of 400 Channel Partners and a thriving developer community, Mastercam delivers the tools and expertise to turn ambitious ideas into flawless reality. From aerospace to automotive, medical to education, we empower manufacturers to push boundaries and redefine what is possible.
As part of Intelligent Manufacturing and the Sandvik Group, we are leading the charge in digital transformation. Our team of 350+ professionals is united by a single mission: to help achieve precision, productivity, and performance without compromise.
Our Core Values? They are not just words. They are how we win:
- Winning Together: Collaboration is not optional—it is the engine that drives us.
- Curiosity: We question, we explore, we innovate. Every day.
- Responsibility: Safety, integrity, and sustainability aren’t boxes to check—they are the foundation of trust.
- Customer-Focused: We listen. We adapt. We deliver. Always.
Innovation. Collaboration. Growth. That is the Mastercam way. Explore more at www.mastercam.com, connect on LinkedIn, and join the conversation with #mastercam.
The next big challenge is waiting—are you ready to accept?
It is the policy of the company to provide equal employment opportunities to all employees and employment applicants without regard to race, color, religion, sex, or national origin or any other classification protected by applicable local or state laws.
EOE/M/F/Vet/Disabled are encouraged to apply.
We are an E-Verify Employer.
