Sales operations analyst
Core
Hands-on operational partner for Sales and CRM teams, providing deal-level support in Salesforce and CPQ, ensuring data hygiene, and building reporting to enable efficient sales operations.
Role type
Sales operations analyst (hands-on IC)
Builds
Sales operational processes, data governance, and performance dashboards
Domain
Financial services / Fund administration / SaaS
Required skills
Salesforce admin, CPQ configuration, data governance, pipeline management, Excel, cross-functional collaboration, process improvement
Preferred skills
SaaS/B2B tech experience, financial services background, ability to work with quota-carrying teams
Technologies
Salesforce, CPQ, Excel
Responsibilities
Troubleshoot stuck deals and support lead routing in Salesforce; Configure deal scope and manage quote-to-cash processes in CPQ; Maintain sales data accuracy and governance; Build dashboards and reports for pipeline health and forecasting; Partner with Sales Enablement to update training materials; Collaborate cross-functionally with Marketing, Product, and Finance to align sales motion.
Seniority
Mid-level, hands-on IC