Sales Operations Analyst

Access•Peabody, MA

12d

About The Position

Access Information Management is hiring a Sales Operations Analyst with a strong technical background to help build and run our GTM infrastructure. The role spans sales data, CRM systems, and revenue analytics. We run on Salesforce as our CRM, so hands-on Salesforce capability is a hard requirement. The ideal candidate is also comfortable querying relational databases and actively uses AI tools to accelerate analysis and automate repetitive work. This is a hands-on role. Day-to-day work includes pipeline reporting, data quality, and forecast support, but this is as much an engineering role as a reporting one. We expect this person to spend real time on the systems themselves: building and improving the workflows, integrations, and automation that make the sales team more effective and the data more reliable.

Requirements

Salesforce proficiency: reporting, dashboards, SOQL, object relationships, and basic administration
SQL or equivalent ability to query relational databases for analysis and reporting
Familiar with data visualization tools such as Tableau or PowerBI, and demonstrated creation of visualized metrics or dashboards
Demonstrated use of AI tools in a professional or analytical context
Strong analytical skills with the ability to interpret data and present clear findings
Attention to detail and comfort working with large, sometimes messy datasets
Self-directed work style with the ability to manage priorities and deliver without heavy oversight

Nice To Haves

Familiarity with data governance practices including deduplication, enrichment, and hierarchy management
Exposure to Smartsheet, Excel-based modeling, or workflow automation tools (Zapier, Make, Salesforce Flow, n8n)
Experience supporting forecast or pipeline reporting in a recurring revenue environment
Familiarity with AI-assisted automation for CRM data cleaning or outreach workflow management

Responsibilities

Maintain accurate CRM data across accounts, opportunities, contacts, and hierarchies
Audit and remediate data quality issues including duplicates, missing fields, and hierarchy misalignments
Support configuration updates including fields, workflows, validation rules, and user management
Partner with data governance initiatives including deduplication, enrichment, and DUNS hierarchy alignment
Build and maintain pipeline, forecast, and performance reports in Salesforce and connected BI tools
Write SQL or SOQL queries against relational databases to support ad hoc analysis and recurring reporting
Translate raw data pulls into structured findings ready for senior sales and finance audiences
Support weekly and monthly forecast cycles with data preparation, variance analysis, and commentary inputs
Identify manual or repetitive workflows across sales ops and automate them using AI tools, Salesforce flows, or low-code platforms
Build and maintain integrations between CRM, reporting tools, and data sources to reduce manual handoffs
Support lead routing, territory assignment, and opportunity scoring logic as these systems evolve
Contribute to the design and maintenance of the GTM tech stack, flagging gaps, redundancies, and improvement opportunities
Use AI tools (including large language models) as part of daily work, including drafting, analysis, data interpretation, and automation prototyping
Identify use cases where AI can reduce cycle time on reporting, commentary, or data cleaning tasks and propose implementations
Stay current on relevant AI tools and surface opportunities to apply them in the sales ops context
Support quota allocation, territory modeling, and compensation operations with data preparation and validation
Serve as a reliable data resource for Sales, Finance, and IT on questions involving CRM data, pipeline metrics, and reporting logic
Document processes, data definitions, and system logic to support governance and knowledge transfer