Sales Operations Analyst

What we do at Codat

Our mission is to make life easier for the lifeblood of economies globally; small and medium-sized businesses. Codat is a universal API for consented business financial data, powering the next generation of products and services for this historically underserved market.  
We have offices in London, New York, Sydney, and a San Francisco office will be opening soon. We are a privately held company and have recently closed our Series B, being funded by Index Ventures, Tiger Global, American Express, PayPal and a line-up of world-class angel investors.
We live by our values of being united as a single team, building a product that is useful to our clients and their customers alike, with a focus and urgency that makes us unstoppable.

What You Will Be Doing:

As Sales Operations Analyst, you will be supporting our revenue organization, contributing to the success and scale of Codat by building out key performance reporting and dashboards, partnering with leadership to make data driven decisions, leading important data insights projects, and creating best in class SaaS processes. 

Codat’s go to market teams are rapidly growing and expanding into new verticals and territories. The Sales Operations Analyst will be a key part of that growth, partnering with stakeholders in marketing, finance, sales, strategy, and others to drive effective and data-driven decision making. A large focus will be optimizing and customizing our territory strategies and using data to drive an efficient sales process. The ideal candidate will identify gaps/areas of opportunity to collect additional data and implement new processes that allow stakeholders to surface new insights. 


  • Develop Key Performance Indicator (KPI) reporting and key business insights, and incorporate into actionable reports/dashboards leveraged by Senior Leaders
  • Own territory planning analysis/management and distribution as company scales into existing and new regions
  • Lead various data clean-up tasks for data standardization and recommend process improvements for better data collection
  • Review quotes and contracts for accuracy and completeness and confirm SFDC contract data matches
  • Identify, investigate and manage resolution of data quality issues
  • Develop an understanding of the business and data structure as well as connected processes/systems to be able to design and deliver any ad hoc reporting needed in relation to Sales metrics
  • Assist with monthly commission administration, including calculations, approval processes with sales leaders, and individual summary creation and distribution

What Excites Us:

  • 2-3 years experience in Sales Operations, Business Analytics, or relevant experience in SaaS (i.e. Sales, Success, Finance, Data)
  • Advanced Excel/Google Sheets skills required
  • Salesforce experience preferred
  • Embodiment of our values: Useful, United, Unstoppable 
  • Ability to manage multiple projects/priorities, excellent time management skills
  • Strategic thinker, always presenting ways to improve processes and leveraging data to find better solutions
  • Organized and detail oriented
  • London / New York Based

Salary Banding: $90,000 - $120,000

If you are excited about applying for this role but aren't certain you meet 100% of the criteria, we'd still love to hear from you