Sales Operations Analyst

Actionstep•Denver, CO

6h•$70 - $85

About The Position

The purpose of this role is to support and improve revenue systems, data, and processes that enable sales execution, forecasting, and growth across the business. This includes helping ensure Salesforce and the broader GTM tech stack are reliable, accurate, and aligned to support pipeline generation, deal execution, and customer expansion. A key part of this role is partnering with Sales, Marketing, Customer Success, and Finance to understand their operational needs and help translate them into effective systems and workflows. Through clear communication, attention to detail, and a strong service mindset, this role helps build trust in our data, confidence in our systems, and alignment across teams. This role supports the company’s ability to scale by improving how we use technology, automation, and data to enable revenue growth and deliver a better experience for both customers and internal teams.

Requirements

2-3 years of hands-on Salesforce administration experience, including but not limited to, familiarity with Salesforce object model, and experience troubleshooting user issues related to permissions, visibility, and workflow behavior
Experience building reports in both Salesforce and excel
Strong attention to detail and comfort working with structured data
Ability to manage multiple operational requests in a fast-paced, sales-driven environment
Strong written and verbal communication skills
Strong problem-solving mindset and comfort with ambiguity
Comfort communicating with both technical and non-technical stakeholders
High degree of ownership and follow-through
Eagerness to learn Salesforce and Revenue Operations best practices
Basic understanding of sales processes (lead → opportunity → close → onboarding)

Nice To Haves

Project Management Experience
Experience or exposure to tools like Outreach, 6sense, Ortto, Proposify, or similar platforms
Experience in Sales Operations, RevOps, Business Operations, or Customer Operations

Responsibilities

Salesforce Administration & User Support Serve as first-line support for Salesforce-related requests and questions from Sales, SDR, Marketing, CS, and Partnerships
Troubleshoot common Salesforce issues (access, visibility, errors, workflow behavior, reporting discrepancies)
Assist with user onboarding/offboarding, profiles, permission sets, and role hierarchy updates
Support updates to fields, page layouts, record types, and picklists
Escalate architectural or high-risk changes to the Director of Sales Operations
Data Quality & Hygiene Monitor and improve data quality across Contacts, Accounts, Opportunities, Activities, and related objects
Assist with duplicate management, normalization, and cleanup efforts
Support data imports/exports and enrichment processes
Help maintain alignment between Salesforce and connected systems
Automation & Process Support Assist in building and maintaining simple Salesforce Flows, validation rules, and automation under guidance
Help test and QA changes in sandboxes before production deployment
Support documentation of Salesforce processes and system behavior
Reporting & Sales Insights Help build and maintain Salesforce reports and dashboards for Sales leadership and RevOps
Investigate and help resolve data and reporting inconsistencies
GTM Systems Support Support operational workflows across the go-to-market tech stack, including but not limited to: Salesforce (CRM, reporting, automation) Outreach (sales engagement and sequencing) 6sense (intent data and account targeting) Ortto (marketing automation) Proposify (proposal generation)
Help ensure data flows correctly between systems and flag issues when discrepancies arise
Assist with user questions related to these tools and their Salesforce integrations
User Enablement Create and maintain Salesforce documentation, process guides, and training materials
Support onboarding and training for new Sales team members
Promote best practices for CRM usage and data hygiene
Relationship Management: Build and maintain strong working relationships with all internal and external parties ensuring transparent, proactive and effective communication always.
Attending and proactively contributing to customer, partner and internal meetings with the view to add value in a constructive manner.
Professional Development: Actively looking to build own career through delivery of self and assisted professional development initiatives.
Being a thought leader both within Actionstep but also in the wider industry.
Staying abreast of industry best practice patterns, products and technologies and assisting in process improvement activities as required.
Continuous Improvement: Proactive in identifying and participating in the continuous improvement of processes and procedures within the Team.
Actively contribute to the development and maintenance of a strong department culture ensuring knowledge and experience is shared.
Health & Safety: Assume responsibility for your own and others safety and wellbeing, following all safety and wellbeing procedures and instructions, including reporting hazards, incidents and accidents and participating in safety and wellbeing initiatives and programmes as required.
Other Responsibilities: Undertaking any other reasonable duties as required