CRM & Sales Operations Analyst

CRM & Sales Operations Analyst

Position Summary

The CRM & Sales Operations Analyst plays a key role in driving efficiency, optimizing processes, and providing data-driven support to our organization’s growth. The ideal candidate will have strong analytical skills, excellent attention to details, and the ability to work collaboratively with cross-functional teams.

Essential Functions

Provide data-driven insights, reporting, and Salesforce platform support to improve sales processes, support management decision-making, and enhance the effectiveness of the sales organization.

Salesforce and Tableau Support

• Salesforce Admin & User Support: Manage Salesforce users, licenses, and system maintenance. Provide day-to-day support, troubleshoot issues, and ensure data is clean and the system runs smoothly.
• Sales Reporting & Insights: Create and maintain Salesforce and Tableau reports and dashboards to support pipeline visibility and forecasting. Provide data insights for decision making, and translate analysis into clear, intuitive presentations for management.
• CRM Process Improvement: Improve Salesforce processes and support system integrations. Work with cross-functional teams to streamline processes and align with global standards. Develop training materials and guidance to support adoption of Salesforce features, reports, and dashboards, and provide ongoing user support and best practices.
• Lead & Marketing Support: Support lead management and marketing automation (capture, assignment, tracking). Monitor campaign performance and ensure data quality.

Microsoft Excel Support

• Generate customer and regional payment ratios using pivot tables, basic arithmetic and formulas (SUM, VLOOKUP, IF formulas) and by analyzing datasets and rate calculation models.

Position Qualifications

Competencies:

• Accuracy – Ability to perform work accurately and thoroughly.
• Communication (Oral & Written) – Ability to communicate clearly and effectively in both written and verbal formats, understand others’ intent, and respond appropriately to feedback.
• Detail Oriented – Ability to pay attention to the minute details of a project or task.
• Organized – Possessing the trait of being organized or following a systematic method of performing a task.
• Patience – Ability to remain calm and supportive when resolving issues or assisting users, even in repetitive or challenging situations.
• Project Management – Ability to organize and direct a project to completion.
• Reliability – The trait of being dependable and trustworthy.
• Responsible – Ability to be held accountable or answerable for one’s conduct.
• Tactful – Ability to show consideration for and maintain good relations with others.
• Tenacious – Ability to hold steadfast and complete a goal.
• Time Management – Ability to utilize the available time to organize and complete work within given deadlines.

Skills & Abilities

Computer Skills: Salesforce, Tableau, Jira, MS Excel (pivot tables, formulas, vlookup, spreadsheet preparation), PowerPoint (intermediate level)

Experience: Must have 3+ years of experience in Salesforce Administration or a related role, with hands-on experience building report types and dashboards. 2+ years of experience using Microsoft Excel for business data analysis, with experience in Tableau or other BI tools.

Education: Bachelor’s Degree or equivalent

Certifications and Licenses: Salesforce Administrator certification and Tableau certification nice to have

Work Environment

Office // Hybrid – Based in Lincolnshire Office

Job Type: Full Time

Reports To: Manager, Corporate Planning

Travel Required: Occasionally

FLSA Status: Exempt