Staff Sales Operations Analyst

Cadence Systems • Cary, RI

2d

About The Position

Cadence is seeking a results-oriented Staff Sales Operations Analyst to build, execute, measure, test, and report on lead-to-cash processes using automation tools and CRM technology. Reporting to the Sales Operations team, this role develops, implements, and evolves pipeline generation efforts for direct and indirect sales channels. The analyst works with cross-functional teams to create standardized CRM flows, reporting, and analytics for buyer journeys, and helps manage global lead routing and automated distribution for Sales and Marketing. The role also includes training direct and indirect sales teams on sales processes. Expertise in Salesforce and familiarity with lead-routing and automation tools, particularly LeanData, are essential, along with an understanding of lead-to-quote processes supporting direct sales and a global network of channel partners.

Requirements

• Undergraduate degree in business or a related field.
• At least 5 years of sales analyst and sales operations experience in a global B2B technology company.
• Strong knowledge of the sales technology landscape and solutions.
• Excellent understanding of sales automation strategy and experience with CRM tools such as Salesforce, HubSpot, Microsoft Dynamics, and LeanData, with the ability to use these technologies to fuel pipeline generation.
• Experience managing customer data, audience segmentation, and targeting.
• Understanding of funnel performance and growth levers at each funnel stage.
• Experience working with sales teams to understand their needs and integrate them into processes.
• Experience tracking ROI, analyzing trends, and providing metrics.
• Excellent PC skills, including Microsoft Word, MS Office, Excel, and PowerPoint.
• Expertise in Salesforce and familiarity with lead-routing and automation tools, specifically LeanData.
• Understanding of the lead-to-quote process for direct sales and global channel partners using automation tools.

Responsibilities

• Build reports and dashboards in Salesforce and HubSpot.
• Manage the lead-routing and CRM automation tool, LeanData.
• Manage additional sales automation efforts and processes using CRM sequences and workflows.
• Implement automated processes and templates to support pipeline-generation programs and business initiatives.
• Ensure data structure, integrity, segmentation, and collection processes align with reporting and business needs.
• Define and build database workflow triggers, create rules, build segmentation and suppression lists, and test and experiment.
• Support Salesforce initiatives, including lead lifecycle, lead status, lead nurturing, segmentation, and data cleansing.
• Understand and evaluate pipeline-generation metrics and distribute campaign performance information to internal stakeholders.
• Train direct and indirect sales teams on sales processes.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior