About the RoleThe Sales Operations Senior Analyst is responsible for maintaining CRM data integrity, governing the sales tech stack, ensuring system readiness through QA/UAT testing, and driving consistent sales process execution across tools and systems. This role also owns the Sales Operations Playbook, ensuring scalable, standardized execution across the sales organization. We are seeking a results-driven, self-motivated individual who thrives in a collaborative and fast-paced environment.
ResponsibilitiesCRM Data Maintenance (Salesforce)- Maintain CRM data accuracy across Accounts, Contacts, Opportunities, and Renewals
- Perform routine data cleanup, corrections, and updates
- Support deduplication and data hygiene initiatives
- Ensure mandatory fields and CRM standards are consistently followed
- Identify and flag data quality issues impacting reporting or forecasting
- Drive continuous CRM improvement
Tech Stack Support- Support Revenue Operations in ensuring consistent and correct usage of tools across sales teams (Salesforce, ZoomInfo, LinkedIn Sales Navigator, Gong, etc.)
- Own onboarding and offboarding across systems, including development of certification criteria for new joiners
System Testing, QA & UAT (Release Validation)- Act as UAT partner for Salesforce enhancements, flows, and sales tool releases
- Validate system changes prior to production deployment
- Execute structured test cases to ensure accuracy, usability, and data integrity
- Identify bugs, gaps, and issues in collaboration with RevOps
- Support release readiness and go-live validation
- Provide feedback on system usability and workflow improvements
Sales Operations Playbook Ownership- Develop and maintain the Sales Operations Playbook across systems and processes
- Define "how-to" guidance for Salesforce and sales tools usage
- Maintain process documentation for onboarding, reporting, and sales execution standards
- Ensure alignment between playbook, CRM configuration, and business rules
- Continuously update playbook based on system changes and Rev Ops enhancements
- Serve as the single source of truth for sales operational processes
Tool & User Support (Frontline Support)- Provide day-to-day support for Salesforce and sales tools
- Troubleshoot basic system issues (access, visibility, record errors, login issues)
- Guide users on correct system usage and processes
- Escalate complex issues to Rev Ops
Sales Data & Process Compliance Monitoring- Ensure adherence to CRM and sales tool usage standards
- Identify gaps in data entry and system usage compliance
- Flag inconsistencies and process issues to RevOps
- Reinforce standardized CRM practices across teams
- Support audit readiness and governance initiatives
RFP Lifecycle Management (Loopio Ownership)- Load, track, and manage RFPs in Loopio system
- Ensure proper assignment, categorization, and workflow tracking
- Coordinate internal stakeholders for content input and responses
- Maintain visibility into timelines, requirements, and submission status
- Ensure timely, complete, and high-quality RFP submissions
- Maintain trackers of RFP process, report on status of RFP completion, and always provide clear communication across Sales Leadership throughout the RFP Lifecycle
- Support reuse and improvement of RFP content library
Administrative System Support- Support user provisioning and deactivation across systems
- Assist with license tracking and access hygiene
- Maintain documentation of system processes and SOPs
- Support structured data cleanup and CRM organization
Qualifications- Bachelor's degree in Business, Finance, Economics, Data Analytics, or related field (required)
- 3-5 years of experience using and administrating Salesforce CRM (required)
- 2+ years of experience supporting UAT, quality assurance testing, system release, or sales technology implementations and validating CRM changes.
- Proficiency with ZoomInfo, Gong, LinkedIn Sales Navigator, and similar go-to-market tools
- Experience developing, documenting, and maintaining sales processes, playbooks, standard operating procedures (SOPs), or user training materials.
- Strong understanding of CRM data structure and sales processes
- Experience with Salesforce reporting and dashboards
- High attention to detail and data accuracy mindset
- Strong troubleshooting and user support capability
- Basic Excel/reporting skills
- Strong execution and ownership mindset
- Ability to travel occasionally to support Quarterly Business Reviews (QBRs), sales meetings, training events, and other business initiatives.
