Senior Sales Operations Analyst

Sales Strategy & Support

• Serve as the subject matter expert contact for sales-related operational queries across Sales, Marketing, Finance, Legal, and Customer Success.
• Partner with sales leadership to evaluate and improve sales processes, reporting frameworks, and sales performance metrics.
• Review quotes and deals to support sellers in winning high-impact deals that contribute significant revenue to the business, ensuring alignment with strategic goals and profitability targets.

Systems Ownership

• Design, implement, and maintain Salesforce customizations including workflows, validation rules, approval processes, roles, and profiles.
• Manage Salesforce RCA processes, including multi-year quoting, pricing strategies, and Conga template configurations.
• Ensure the health and accuracy of data across CRM and integrated tools.

Reporting & Insights

• Create and maintain Salesforce reports and dashboards to monitor KPIs, forecast bookings, and track campaign performance.
• Provide regular updates to leadership on sales performance and trends, highlighting opportunities for growth or remediation.

Project Leadership

• Lead cross-functional initiatives involving sales process automation, new tool implementation, and system integrations.
• Guide rollout strategies and ensure user adoption through training, documentation, and ongoing support.

Requirements

• 5+ years of experience in a Sales Operations Analyst or equivalent sales operations role.
• Active Salesforce Administrator Certification.
• Proficiency in Salesforce CPQ and Salesforce reporting/dashboard creation.
• Deep understanding of quoting, bookings lifecycle, and sales funnel management.
• Strong knowledge of sales operations best practices, hierarchy structures, and product catalog management.
• Experience working with cross-functional teams and leading process improvement initiatives.

Nice to Have

• Salesforce Sales Cloud Consultant, CPQ Specialist, or Agentforce Specialist certifications.
• Experience integrating Salesforce with internal tech stacks (e.g., Ironclad, Fullcast, Docusign or BI tools).
• Working knowledge of lead management systems and marketing-to-sales handoff processes.
• Experience within the DevOps or DevSecOps industry or a SaaS company.