Sales Operations Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the primary contact for Sales Operations for new hires throughout their initial 30 days and facilitate onboarding sessions.

• Conduct walkthroughs of Account Executive territories, operational routines, and systems/tools.

• Allocate territories and accounts to new employees, verify accounts, confirm holdovers, and execute account transitions alongside Regional Directors.

• Develop reporting frameworks to evaluate Account Executive performance.

• Collaborate with Enablement and Sales Leaders to create action plans and address performance gaps.

• Maintain and enhance onboarding checklists and necessary documentation.

• Create, disseminate, and analyze reporting initiatives for Field Operations.

• Generate reports on new-hire ramp and established Account Executive activity, tool utilization, and quota achievement.

• Monitor SPIFFs and eligibility for payouts.

• Maintain data hygiene scorecards and assist with ad-hoc reporting inquiries.

• Confirm territory assignments following re-carves or changes in headcount.

• Support quarterly and yearly planning through data collection and cleanup efforts.

• Lead monthly cleanup activities for Salesforce hygiene.

• Execute Salesforce account merges, ownership transfers, and standardization in the field.

• Transition from manual ticket logging to automated resolutions for common issues.

• Identify recurring errors in Salesforce and CPQ, and direct patterns for automated solutions.

• Collaborate with IT and Sales Systems to develop and implement process automation.

• Triage and address incoming requests from Account Executives while prioritizing opportunities for automation.

⛳️ Requirements

• 2–3 years of experience in sales operations, revenue operations, business operations, or a similar field.

• Practical experience with Salesforce.

• Exceptional attention to detail and a process-oriented mindset.

• Strong written communication skills and comfort in a Slack-centric asynchronous environment.

• Ability to simultaneously manage multiple requests while prioritizing effectively under pressure.

• Proficient in Excel or Google Sheets for data validation and basic analysis.

🏝️ Benefits

• Eligibility for bonus or incentive compensation.

• Equity eligibility.

• Comprehensive benefits package.