CRM Sales Operations Analyst

About The Role

The Commercial Sales Operations Analyst plays a critical role in supporting the Commercial Sales organization through Salesforce administration, CRM process governance, reporting accuracy, and cross-functional operational alignment across the Lead-to-Order (L2O) and Order-to-Cash (O2C) lifecycle.

This individual will serve as a key Salesforce Subject Matter Expert (SME) and trusted business partner to Sales, Finance, Operations, and Customer teams by helping manage pipeline integrity, quote/order accuracy, forecasting visibility, revenue process alignment, and scalable operational workflows.

The ideal candidate combines strong Salesforce expertise with operational business acumen and the ability to support end-to-end commercial processes from lead generation through order execution, invoicing, and delivery visibility.

What You Will Do

Salesforce Administration & CRM Operations

• Serve as the primary Salesforce support resource and day-to-day CRM administrator for the Commercial Sales organization.
• Maintain and improve Salesforce data integrity across Leads, Accounts, Contacts, Opportunities, Quotes, Orders, Assets, and related commercial objects.
• Support Salesforce configuration enhancements including workflows, automation, validation rules, page layouts, fields, reporting, dashboards, and user support.
• Monitor and enforce pipeline hygiene, stage progression accuracy, required field completion, and forecasting consistency.
• Partner with internal stakeholders and external vendors on CRM enhancements, integrations, and system optimization initiatives.
• Support CRM alignment across Salesforce, ERP systems, quoting processes, and operational reporting tools.

Lead-to-Order (L2O) & Order-to-Cash (O2C) Process Support

• Act as an operational SME supporting Sales and Finance teams across Lead-to-Order and Order-to-Cash workflows.
• Support quoting, pricing approvals, order governance, booking validation, and commercial process execution.
• Ensure accurate order entry and commercial data alignment between Salesforce, Finance, and Operations teams.
• Assist in managing bookings, backlog, invoicing visibility, shipment tracking, and delivery status reporting.
• Partner cross-functionally to improve process efficiency, operational visibility, and revenue reporting accuracy.
• Identify process gaps, operational bottlenecks, and data inconsistencies impacting commercial execution.

Reporting, Forecasting & Analytics

• Develop and maintain Salesforce dashboards and operational reporting for pipeline health, bookings, backlog, forecasting, shipments, and sales performance.
• Support recurring executive reporting and ad hoc business analysis requests.
• Assist leadership with forecast accuracy improvements and revenue visibility initiatives.
• Analyze commercial trends, pipeline risks, aging opportunities, and process adherence metrics.
• Support data validation and reporting consistency across Sales, Finance, and Operations.

Sales Enablement & Cross-Functional Support

• Provide day-to-day Salesforce support and troubleshooting for Commercial Sales users.
• Develop training materials, process documentation, and operational playbooks.
• Support onboarding and ongoing training for Salesforce and commercial process workflows.
• Drive adherence to standardized sales stages, approval processes, and operational procedures.
• Partner closely with Sales Leadership, Finance, Operations, Engineering, and Customer teams to improve business process alignment and execution.

Requirements

• 5+ years of experience in Sales Operations, Revenue Operations, CRM Administration, or Commercial Operations.
• Hands-on Salesforce administration and support experience required.
• Strong understanding of Lead-to-Order (L2O) and Order-to-Cash (O2C) business processes.
• Experience supporting quoting, order management, pipeline governance, forecasting, and revenue operations.
• Advanced Salesforce reporting and dashboard experience.
• Strong analytical, organizational, and problem-solving skills.
• High attention to detail with focus on data accuracy and process consistency.
• Ability to manage multiple priorities and operate independently in a fast-paced environment.
• Strong communication and cross-functional collaboration skills.

Preferred Qualifications

• Experience supporting CRM and ERP integrations.
• Experience working closely with Finance and Operations teams.
• Experience improving pipeline hygiene, forecasting accuracy, and operational reporting.
• Familiarity with commercial vehicle, manufacturing, automotive, or industrial operations environments is a plus.
• Experience operating within lean, high-growth Sales Operations organizations.

Preferred Certifications

• Salesforce Administrator certification required or strongly preferred
• Advanced Administrator, Sales Cloud Consultant, Platform App Builder, or Business Analyst certifications preferred
• Additional Salesforce certifications related to CRM, reporting, automation, or Revenue Operations a plus

Why Workhorse

Lead the Future of Electric Mobility

Workhorse is a leading electric vehicle company focused on delivering sustainable, purpose-built solutions that are transforming last-mile delivery and commercial transportation.

Make Executive-Level Impact

This role sits on the Sales and Executive Team, offering direct influence on enterprise growth, strategic partnerships, and company-wide direction.

Dog-Friendly Workplace

We believe great ideas come from people who feel comfortable being themselves—four-legged teammates included at many of our locations.

Strong, People-First Culture

We foster a collaborative, respectful, and transparent culture where teams are empowered, accountability is valued, and leaders are trusted to lead.

Innovation Meets Execution

Workhorse combines cutting-edge technology with real-world manufacturing and operational excellence—turning innovation into vehicles on the road.

Growth-Oriented Environment

Join a company in an exciting phase of growth where your leadership, ideas, and results will directly shape what’s next.