Senior Analyst, Sales Systems & Tools

Proofpoint • New York, MA

5d • Remote

About The Position

We are seeking a Senior Analyst, Sales Systems & Tools to help evolve and scale the systems, tools, and workflows that power our global revenue organization. This role sits at the intersection of Sales Operations, technology, and process design—combining hands-on system improvement with cross-functional initiative support. You will play a key role in improving Salesforce, enhancing data quality, and supporting how we evaluate and optimize our broader sales systems and technology ecosystem. This is an ideal role for someone who enjoys solving complex problems, working through ambiguity, and delivering measurable improvements in a large, enterprise environment. You will partner closely with Sales Operations leadership, IT, Finance, Marketing, and Sales Enablement, contributing to initiatives that impact seller productivity, data integrity, and tooling effectiveness. Applicants must be authorized to work in the United States without the need for employer sponsorship now or in the future.

Requirements

• 6+ years of experience in Sales Operations, Revenue Operations, or Business Systems roles, preferably within mid-size to large B2B organizations with complex or evolving systems and processes
• Strong hands-on experience with Salesforce Sales Cloud (configuration, reporting, workflows) and CPQ
• Proven ability to translate business needs into system solutions and partner with technical teams to deliver
• Experience supporting cross-functional initiatives with measurable outcomes
• Experience working with imperfect or evolving Salesforce environments, including data quality challenges and process standardization efforts
• High proficiency in Salesforce reporting, Excel, and process/workflow design
• Strong collaboration and communication skills across Sales, IT, Finance, Marketing, and Enablement

Nice To Haves

• Salesforce Consultant or equivalent certification (or willingness to obtain within first year)
• Experience with Clari or similar forecasting tools
• Familiarity with lead-to-cash processes and SaaS GTM models
• Experience supporting Sales Enablement (training, documentation, adoption)
• Exposure to sales technology evaluation, vendor management, or tool consolidation efforts, including supporting analysis, stakeholder coordination, or recommendation development

Responsibilities

• Lead initiatives to improve Salesforce usability, data quality, and workflow efficiency across the lead-to-cash lifecycle.
• Translate business needs into scalable system solutions, partnering with IT to design, build, and iterate.
• Identify and resolve root causes of system friction, reporting inconsistencies, and process inefficiencies.
• Provide ongoing support for Salesforce and Clari to ensure data accuracy, reporting reliability, and continuity of day-to-day sales operations.
• Drive visibility into the sales technology ecosystem, including tool purpose, usage, cost, and renewal timelines.
• Partner with Finance, IT, Security, and Procurement to support tool evaluations, renewals, and investment decisions.
• Monitor adoption and value realization to identify optimization or consolidation opportunities.
• Support a structured intake and evaluation process for new tools and enhancements.
• Contribute to cross-functional forums related to sales tooling and technology strategy.
• Deliver a portfolio of sales productivity and process improvement initiatives annually.
• Identify and implement automation opportunities across systems and workflows.
• Partner with stakeholders to pilot and scale AI-enabled capabilities that improve seller efficiency.
• Support cross-functional initiatives, including tool evaluations and platform decisions.
• Focus on discrete, high-priority initiatives with cross-functional and leadership visibility (e.g., major tool evaluations, platform decisions).
• Support and help drive high-impact, cross-functional initiatives related to sales technology and process transformation.
• Contribute to tool and platform evaluations by coordinating inputs, building analysis, and supporting recommendation development.
• Help structure timelines, track progress, and ensure alignment across stakeholders.
• Drive day-to-day coordination and execution of select high-priority initiatives (e.g., sales enablement platform evaluations or tooling transitions), including managing timelines, stakeholder alignment, and deliverables in partnership with leadership.

Benefits

• Competitive compensation
• Comprehensive benefits
• Career success on your terms
• Flexible work environment
• Annual wellness and community outreach days
• Always on recognition for your contributions
• Global collaboration and networking opportunities
• flexible time off
• a comprehensive well-being program with two paid Wellbeing Days and two paid Volunteer Days per year
• a three-week Work from Anywhere option

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed