Sales Operations Analyst

We are seeking a highly analytical and detail-oriented Sales Operations Analyst to support the sales organization at Thomson Reuters (Tax & Accounting) Inc. Sitting at the operational layer between BI reporting and sales execution, this role turns trusted CRM and sales data into accurate reporting, validated sales lists, campaign-ready files, and clear data-quality feedback loops. The analyst helps sellers, managers, marketing, customer success, and operations teams act on data they can trust — a hands-on, high-impact role and a recognized entry point into revenue strategy.

About the Role

• Build and maintain the standard sales reporting suite — pipeline, activity, win rates, forecast accuracy, and territory performance — in Salesforce and Power BI.

• Maintain CRM data integrity by running audits and resolving issues such as mis-staged opportunities, missing fields, duplicate accounts, and conflicting territory ownership.

• Create and validate account and contact lists for prospecting, whitespace, winback, migration, renewal, cross-sell, and campaign motions.

• Translate business requests from Sales, Marketing, Customer Success, and Operations into clear list criteria, filters, exclusions, and repeatable, reusable data logic.

• Validate product ownership, spend, customer status, open-opportunity suppression, territory assignment, and campaign eligibility before lists are distributed.

• Prepare campaign-ready and CRM-ready files with the required identifiers and source-system keys for imports, sales engagement cadences, and marketing activation.

• Turn KPI definitions into consistent operational reporting — one trusted version of each metric — and follow report certification standards.

• Identify and implement process improvements that enhance sales efficiency; reduce duplicate ad hoc requests by documenting standard list types, reusable filters, and definitions.

• Serve as an escalation point for complex reporting, routing, or data issues the frontline sales team can't resolve.

• Identify, document, and route data-quality issues — duplicates, missing IDs, incorrect territory assignment, incomplete product ownership, and source-system mapping gaps — to the right owners.

About You

• 2–4 years of experience in sales operations, revenue operations, BI/reporting, or a similar data role; or equivalent education plus relevant experience. Bachelor's degree in Business, Finance, Statistics, Economics, or a related field is a plus.

• Hands-on experience with Salesforce (or a comparable CRM) reporting and dashboards.

• Strong Excel skills, including filtering, deduplication, lookups/joins, data cleanup, and preparing import-ready files.

• Comfort with basic SQL for pulling, shaping, validating, and reconciling data.

• Experience with a BI/visualization tool such as Power BI or Tableau.

• Ability to translate ambiguous business requests into clear data criteria, filters, and validation steps.

• Strong attention to detail and a habit of validating numbers, IDs, filters, and list logic before anything reaches Sales or leadership.

• Strong communication skills, with the ability to explain what a number, list, or record set means and where it comes from to both technical and non-technical audiences.

• Familiarity with data-quality concepts (accuracy, completeness, duplication, source-system matching), campaign/data-loader workflows, sales engagement tools, or Snowflake is a plus.

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What’s in it For You?

• Flexibility & Work-Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our commitment of empowering employees to achieve a better work-life balance.

• Career Development and Growth: By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow’s challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI-enabled future.

• Industry Competitive Benefits: We offer comprehensive benefit plans to include paid leave, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.

• Culture: Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more. We live by our values: Obsess over our Customers, Compete to Win, Challenge (Y)our Thinking, Act Fast / Learn Fast, and Stronger Together.

• Social Impact: Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually and opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives.

• Making a Real-World Impact: We are one of the few companies globally that helps its customers pursue justice, truth, and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, turn the wheels of commerce, catch bad actors, report the facts, and provide trusted, unbiased information to people all over the world.

 

 

In the United States, Thomson Reuters offers a comprehensive benefits package to our employees. Our benefit package includes market competitive health, dental, vision, disability, and life insurance programs, as well as a competitive 401k plan with company match. In addition, Thomson Reuters offers market leading work life benefits with competitive vacation, sick and safe paid time off, paid holidays (including two company mental health days off), parental leave, sabbatical leave. These benefits meet or exceeds the requirements of paid time off in accordance with any applicable state or municipal laws. Finally, Thomson Reuters offers the following additional benefits: optional hospital, accident and sickness insurance paid 100% by the employee; optional life and AD&D insurance paid 100% by the employee; Flexible Spending and Health Savings Accounts; fitness reimbursement; access to Employee Assistance Program; Group Legal Identity Theft Protection benefit paid 100% by employee; access to 529 Plan; commuter benefits; Adoption & Surrogacy Assistance; Tuition Reimbursement; and access to Employee Stock Purchase Plan.

Thomson Reuters complies with local laws that require upfront disclosure of the expected pay range for a position. The base compensation range varies across locations. For any eligible US locations, unless otherwise noted, the base compensation range for this role is $58,100 USD - $107,900 USD. Base pay is positioned within the range based on several factors including an individual’s knowledge, skills and experience with consideration given to internal equity. Base pay is one part of a comprehensive Total Reward program which also includes flexible and supportive benefits and other wellbeing programs. This role may also be eligible for an Annual Bonus based on a combination of enterprise and individual performance.

About Us

Thomson Reuters informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. We serve professionals across legal, tax, accounting, compliance, government, and media. Our products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world leading provider of trusted journalism and news.

We are powered by the talents of 26,000 employees across more than 70 countries, where everyone has a chance to contribute and grow professionally in flexible work environments. At a time when objectivity, accuracy, fairness, and transparency are under attack, we consider it our duty to pursue them. Sound exciting? Join us and help shape the industries that move society forward.

As a global business, we rely on the unique backgrounds, perspectives, and experiences of all employees to deliver on our business goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. Thomson Reuters is proud to be an Equal Employment Opportunity Employer providing a drug-free workplace.

Thomson Reuters makes reasonable accommodations for applicants with disabilities, including veterans with disabilities, and for sincerely held religious beliefs in accordance with applicable law. If you reside in the United States and require an accommodation in the recruiting process, you may contact our Human Resources Department at HR.Leave-Expert@thomsonreuters.com. Disability accommodations in the recruiting process may include things like a sign language interpreter, making interview rooms accessible, providing assistive technology, or other relevant accommodations. Please note this email is not intended for general recruitment questions and we will promptly respond to inquiries regarding accommodations. More information on requesting an accommodation here.

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More information about Thomson Reuters can be found on thomsonreuters.com