Sales Operations Analyst
Skills
- Proficiency with Salesforce (user support and admin tasks)
- Strong reporting and dashboard creation skills
- Experience with data hygiene and record management
- Familiarity with Jira for issue tracking
- Process automation experience (flows, macros, scripts)
- Strong written and verbal communication
- Analytical mindset and comfort with data-rich environments
- Time management and ability to juggle multiple workstreams
- Cross-functional collaboration with sales, marketing, and product teams
Responsibilities
- Act as primary point of contact for Salesforce and Ops Console user support and troubleshooting
- Own daily, weekly, and monthly run-the-business tasks: lead/account assignment, data integrity updates, email triage, and report building
- Identify process improvements and automate manual tasks to increase efficiency
- Triage production support issues and file Jira tickets; escalate when necessary
- Maintain and update comprehensive documentation for sales processes and operations tasks
- Support basic Salesforce build activities: fields, Flows, page layouts, and list views
- Assist with new sales tool setup, training, rollout, onboarding, and adoption monitoring
- Create and maintain standardized reports and dashboards to monitor pipeline health and KPIs
- Perform routine Salesforce data clean-ups and manage report notifications
- Execute quarterly projects to improve sales team efficiency and assist New Construction tooling
Education
- Bachelor's degree (required)
- Relevant certifications (Salesforce Admin preferred but not required)
Benefits
- Medical, dental, and vision insurance with free employee-only coverage and discounted dependent premiums
- HSA employer contributions for HDHP enrollees ($500 individual, $1,000 dependents)
- Short-term and long-term disability, group life and AD&D insurance
- Remote work policy with up to $500 one-time office setup reimbursement and $85/month internet/phone stipend
- Flexible time off policy and paid parental/medical/caregiver leave
- 401(k) with company match (100% up to 3% of compensation, immediate vesting)
Average salary estimate
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