Operations Analyst (Sales)

Salesforce•San Francisco, CA

4d•Hybrid

About The Position

This integral role within the Success Plan Go-to-Market Operations team is central to transforming and scaling the operational environment for the Success Sellers organization. We are looking for an ideal candidate who will support the team by driving operational scale, leading the development and execution of essential tools, and continuously optimizing our processes. In addition, the candidate will support the transformation of historically manual workflows into highly scalable, efficient processes, establishing robust operational controls, and ensuring clear visibility across all business segments. This is a key, detail-oriented position that demands strong cross-functional collaboration and foundational business analysis skills to support the global Salesforce organization. We seek a proactive individual comfortable with a fast-paced and often ambiguous roadmap, who can independently propose and lead the creation of their own solutions and concepts.

Requirements

1–3 years of experience in business analytics AND sales operations / strategy — ideally in a SaaS or high-growth environment.
Strong analytical skills with proficiency in SQL (experience with Snowflake is a strong plus).
Experience with data visualisation tools such as Tableau or CRM Analytics.
Advanced skills in Google Sheets/Excel and presentation tools (Slides/PowerPoint).
Excellent communication and storytelling skills; able to simplify complex data for senior audiences.
Strong ownership mindset — proactive, detail-oriented, and results-driven.
Demonstrates a growth mindset, entrepreneurial energy, and comfort in a high-paced environment.
Can work from our local office at least 3 days per week.

Nice To Haves

Experience supporting global sales or customer success organizations.
Proven ability to conduct complex analysis and derive insights from large-scale datasets.
Familiarity with subscription revenue models and attach/renewal motions.
Experience driving automation using Salesforce platform capabilities and workflow tools.
Experience at Salesforce or strong understanding of Salesforce’s operating model, Success Plans, and CRM architecture strongly preferred.

Responsibilities

Monitor & analyze standard and customer-specific deal structures to provide strategic insights that proactively drive process enhancements and business growth.
Streamline and modernize legacy complex approval matrixes, manual workflows, including fee structures and auditing protocols, to achieve global scalability and rigorous accuracy.
Lead and deliver projects to align the Center of Excellence, Customer Success, Sales, and others, thereby improving the overall ecosystem and processes.
Manage operations reports & dashboards, knowledge library, develop agentic flows, and investigate new AI-first solutions to drive continuous improvement.
Lead change management efforts and enablement programs to drive successful adoption of new tools and features across the organization.