Sales Operations Analyst

OPOC.usWorthington, OH
Onsite

About The Position

The Sales Operations Analyst is a key role within the Sales Operations team, responsible for operating and scaling the company's Salesforce platform, supporting a growing outbound sales organization, and managing recurring reporting and data operations. This position offers broad exposure to analytics, CRM administration, and go-to-market systems, providing a unique opportunity for early-career professionals. The analyst will be involved in performance analytics, CRM operations, lead enrichment, data quality, compliance, and platform buildout in a fast-paced environment that requires adaptability and initiative.

Requirements

  • At least One year of experience in an analytical, operations, or CRM-adjacent role, including sales operations, marketing operations, business analysis, reporting, or data coordination.
  • Advanced Excel proficiency, including pivot tables, lookup functions, nested logic, and multi-tab workbook construction.
  • Working knowledge of Salesforce, including report building and an understanding of objects and record relationships.
  • Demonstrated ability to reconcile data across systems where records do not match cleanly.
  • Practical proficiency with generative AI tools and a working understanding of how to apply them to analytical, documentation, and process tasks.
  • Sound judgment in evaluating AI-generated output, including the ability to validate results against source data and recognize when output should not be relied upon.
  • Clear written communication, including the ability to explain analytical findings to non-technical audiences.

Nice To Haves

  • Salesforce Certified Platform Administrator, or actively pursuing certification.
  • Experience with deduplication or enrichment tooling such as ZoomInfo, RingLead, LeanData, Openprise, or Cloudingo.
  • Familiarity with dialer, CTI, or call activity data.
  • Exposure to Tableau or Power BI; deep proficiency is not expected at this level.
  • Experience applying AI tools to reporting, data validation, or documentation workflows in a business setting.
  • Demonstrated self-direction — evidence of independently learning new tools, building solutions that were not assigned, or identifying data issues before they were raised by others.

Responsibilities

  • Build and maintain weekly performance reporting for the sales organization, covering call activity, meetings booked and held, conversion rates, and goal attainment.
  • Produce team-level and representative-level KPI reporting on weekly and monthly cadences.
  • Reconcile data across multiple system exports, resolving duplicates, name variants, and data gaps prior to reporting.
  • Build and maintain Salesforce reports, dashboards, and custom report types, expanding self-service reporting for the sales organization.
  • Investigate and explain variance in reported metrics.
  • Document methodology and assumptions for all recurring reporting.
  • Execute data loads and mass updates using Data Loader, following sandbox-first practice.
  • Maintain record hygiene and manage duplicate records within the platform.
  • Test and validate new functionality prior to release.
  • Execute and monitor deduplication, enrichment, and suppression workflows in ZoomInfo Operations (RingLead).
  • Support lead ingestion from multiple data sources and association partners.
  • Monitor lead scoring model output and escalate anomalies.
  • Support Telephone Consumer Protection Act (TCPA) and Do Not Call (DNC) compliance operations.
  • Resolve tier-2 issues routed through the case queue, including troubleshooting, data corrections, and access requests.
  • Coordinate with designated sales super users, who handle basic navigation and how-to questions, and escalate platform defects to the IT team.
  • Maintain standard operating procedures and quick-reference materials.

Benefits

  • 401(k) with Company matching
  • Dental insurance
  • Disability insurance
  • Health insurance
  • Paid time off
  • Paid training
  • Vision insurance
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