Sales Operations Data Analyst

Role Summary

We’re hiring a data-driven operator to own our sales reporting across HubSpot and GoHighLevel (GHL) and maintain our Google Sheets master dashboards. This is a numbers-heavy role built around accuracy, consistency, and repeatable reporting rhythms—tracking KPIs daily, keeping CRM data clean, building dashboards leadership trusts, and spotting trends early.

What You Will Accomplish
Own Sales Reporting (Daily / Weekly / Monthly)

Deliver daily KPI reporting and ensure numbers are consistent across systems.

Own weekly and monthly rollups for leadership (pipeline movement, close rates, rep activity, conversions, forecasting).

Maintain standardized KPI definitions so reporting stays clean and reliable.

Build & Maintain Dashboards (HubSpot, GHL, Google Sheets)

Build and maintain live Google Sheets dashboards (scorecards, pipeline trackers, leaderboards, performance dashboards).

Use advanced Sheets skills (e.g., QUERY, IMPORTRANGE, ARRAYFORMULA, nested logic, validation, structured templates).

Create and maintain native HubSpot + GHL reports that leadership actually uses.

Data Accuracy & CRM Hygiene (Zero Tolerance)

Clean, normalize, and deduplicate CRM records to protect reporting accuracy.

Audit data inputs (stages, fields, naming conventions) and correct issues fast.

Run QA checks so dashboards match the CRM source of truth.

Insights, Trends, and Risk Flagging

Spot patterns in the numbers (drop-offs, stalled deals, rep performance dips, conversion shifts).

Flag risks early and share clear insights that drive coaching and pipeline recovery.

Highlight what’s changed, why it matters, and what action should be taken.

Who You Are

Obsessively accurate — you treat reporting like it’s money.

Proactive — you fix data gaps before anyone asks.

Calm under pressure — reporting deadlines are tight and expectations are high.

Systems thinker — you build dashboards and processes that scale and stay clean.

Your Qualifications

Must-Haves

Experience owning sales KPI reporting (daily/weekly/monthly).

Strong in Hubspot + GoHighLevel (GHL) reporting and dashboard building.

Advanced Google Sheets for live dashboards (QUERY/IMPORTRANGE/ARRAYFORMULA).

Experience with Zapier + automation tools to move data between systems and keep reporting updated.

Extremely accurate with data cleanup/QA (dedupe, consistency, zero dirty data).

Can spot trends + flag risks and communicate insights clearly in English.

Full-time availability with overlap 9:00am–4:00pm US Central Time.