Sales Operations Analyst & Salesforce Admin
Sales Operations Analyst & Salesforce Admin We’ve been forging digital transformation through the lens of Salesforce for 20+ years for 3,000+ customers across the globe. We are a Salesforce Ventures-backed, Summit status, Full Stack Partner. We are a cross-cloud shop with an emphasis on Data Cloud, Agentforce, Personalization, Loyalty, Intelligence, Marketing Cloud Engagement, Service Cloud, and Sales Cloud. We accomplish incredible digital transformation for our customers with incredible people. We’ve always held to the fact that talent trumps location, but culture trumps talent. We care about our people and we care about our customers. About the Role: We are seeking a Sales Operations Analyst & Salesforce Admin to support sales performance, pipeline management and analytics for a professional services organization. This role focuses on turning Salesforce CRM and Excel data into meaningful insights that improve sales effectiveness and business outcomes. The ideal candidate is a self-starter who is well versed in Salesforce CRM reporting and works comfortably across business functions, and consistently delivers analysis that goes beyond the initial request. Responsibilities:
- Analyze sales pipeline, bookings, revenue, and win/loss data using Salesforce
- Develop and maintain dashboards supporting Sales KPI’s (incl. Bookings, pipeline)
- Based on current excel based reporting, develop AI (prompt-based) reports and dashboards and analytical models
- Develop and maintain Excel-based reports supporting both Listengage and TCS reporting requirements
- Partner with Sales, Finance, and Delivery teams to provide end-to-end sales performance insights
- Identify trends, risks, and opportunities in pipeline health, bookings, and sales execution
- Deliver insights and recommendations that extend beyond assigned tasks
- Ensure accuracy and consistency of sales data and reporting
- Ensure cleanliness and recency of CRM contact data (specifically tied to Marketing Cloud, Core, Solution Engineering and Partner teams)
Education and Experience Requirements:
- 5+ years of experience supporting senior commercial and business leadership in reporting and analytics roles.
- Strong Salesforce Admin experience, including hands-on experience using Salesforce for sales operations or analytics
- Salesforce Administration Certification preferred
- Advanced proficiency in Microsoft Excel (formulas, pivot tables, analysis)
- Ability to work independently and manage priorities with minimal supervision
- Strong analytical thinking, attention to detail, and problem-solving skills
- Natural problem-solver: comfortable with complexity and ambiguity
- Experienced team player, able to align and motivate both internal and external stakeholders.
Knowledge, Skills and Abilities:
- Experience working cross-functionally with Sales, Finance, and Operations teams
- Comfort operating in ambiguous or evolving environments
- Always learning mindset, prepared to evolve as AI and LLM’s (Large Language Models) continue to evolve and drive efficiencies within the reporting and analytics realm
What We Offer:
- Competitive salary
- Comprehensive benefits package, including health, dental, and vision insurance
- Opportunities for professional development and career growth
- A collaborative and inclusive work environment
Why You Should Join Us:
- 100% CEO approval on Glassdoor
- Small but mighty team of ~150 Engagers
- Values that drive us: Be Great at What You Do, Be Growth Oriented, Be a Team Player, Own It
- 100% remote work arrangements (minimal travel may be required)
If you’re interested, so are we! Send your resume our way, and we’ll contact you for a phone interview if you meet qualifications We are an equal opportunity employer and love diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, or disability status. Apply tot his job Apply To this Job