About The Position

The Sales Operations Analyst is a key teammate that keeps our customer and pipeline data clean, current, and actionable. This role owns data integrity in our CRM and drives follow-through from key business leaders to ensure updates are made on time and accurately. The ideal candidate is a driver—someone who is proactive, persistent, and comfortable nudging senior stakeholders to get what’s needed.

Requirements

  • 3–5+ years of experience in a CRM, RevOps, Sales Operations, or Data Analyst role.
  • Hands-on experience with CRMS required. NetSuite experience preferred
  • Strong Excel/Sheets skills; experience with BI tools (Tableau, Power BI, Looker, etc.) is a plus.
  • Proven track record driving stakeholders to meet deadlines and complete actions, especially senior leaders.
  • Excellent communication skills with the ability to be firm, clear, and professional.
  • Highly organized, detail-oriented, and comfortable managing multiple moving pieces.
  • Bias for action: you don’t wait to be told; you see broken data/process and move to fix it.

Responsibilities

  • Own day-to-day data quality in the CRM (e.g., account/contact hygiene, opportunity stages, close dates, values, activity logs).
  • Build and maintain data validation rules, picklists, workflows, and field definitions to standardize inputs.
  • Perform regular data audits, dedupe records, and correct inconsistencies or gaps.
  • Partner with IT/Program Management Office on integrations to ensure data flows in and out of the CRM correctly.
  • Actively chase Sales, Marketing, and Operations leaders for updates on key opportunities, accounts, and forecasts.
  • Monitor and enforce CRM usage standards; escalate when critical information is missing or out of date.
  • Run regular “data hygiene” reviews with business owners and document agreed actions.
  • Serve as the go-to point of contact for CRM questions, issues, and quick fixes.
  • Maintain core dashboards and reports for pipeline, forecast, activity, and account health.
  • Ensure data is “board-ready” ahead of executive and forecast meetings by validating key fields and assumptions.
  • Identify trends and gaps in CRM usage and recommend actions to improve data completeness and accuracy.
  • Help define and refine CRM processes (opportunity lifecycle, lead routing, account ownership, etc.).
  • Create simple, clear documentation and quick-reference guides for end users.
  • Train new users and run periodic refresher sessions to drive adoption and compliance.
  • Partner with leadership to prioritize enhancements that improve usability and data reliability.

Benefits

  • health
  • dental
  • vision
  • life
  • disability insurance
  • retirement savings options

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

No Education Listed

Number of Employees

1,001-5,000 employees

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