SMB Sales Operations Analyst

Role Overview

The SMB Sales Operations Analyst plays a critical role in supporting the day-to-day execution of North America SMB Sales Operations. This position is responsible for maintaining account and customer data integrity, managing account hierarchy and territory alignment activities, supporting quota and planning processes, and driving operational excellence through data stewardship and process execution.

What You Will Do

Maintain the integrity of customer, account, territory, and hierarchy data across CRM and sales systems. Execute account governance processes including ProStore validation, Omnichannel validation, account verification, and business rule compliance.

Why It Might Be a Fit

The analyst serves as a trusted partner to Sales Operations leadership by owning high-volume operational activities, conducting account research and validation, supporting business planning initiatives, and ensuring the accuracy of the data and processes that drive sales execution.

Requirements

• Bachelor’s degree in Business, Finance, Information Systems, Data Analytics, or related field.
• Experience in Sales Operations, Business Operations, Analytics, CRM Administration, or a related operational support role.
• Experience with Microsoft Dynamics, Salesforce, or other CRM platforms.
• Experience supporting territory management, account management, quota administration, or sales planning processes.
• Familiarity with Power BI, Qlik, Tableau, Power Query, or similar analytics and reporting tools.
• Experience with account hierarchies, customer master data, and data governance practices.
• Experience leveraging third-party data sources such as Dun & Bradstreet, ZoomInfo, or similar enrichment platforms.
• SQL, data querying, or data transformation experience.
• Strong analytical, organizational, and problem-solving skills with exceptional attention to detail.
• Ability to manage multiple priorities and high-volume operational processes while maintaining accuracy.
• Advanced proficiency in Microsoft Excel and experience working with large data sets.
• Strong communication and collaboration skills with the ability to work across cross-functional teams.
• Demonstrated ability to improve processes and drive operational efficiency.

Benefits

• Dental insurance
• Vision insurance
• Health insurance
• 401(k) or retirement plan
• Paid time off
• Paid holidays
• Life insurance
• Disability insurance