Sales Analyst

This role is highly operational and execution-focused, with a strong emphasis on data quality, process adherence, issue resolution, and responsiveness to Sales needs.

Core Responsibilities

1. CRM Hygiene & Data Integrity (Primary Focus)

This role takes over day-to-day ownership of CRM hygiene and enforcement from the Sales Operations Manager.

• Own CRM data quality standards across all Sales-facing objects.

• Execute daily, weekly, and monthly hygiene routines to ensure data accuracy and consistency.

• Enforce expectations for: 

• Required fields and field completeness

• Opportunity stage progression and close-date accuracy

• Account and hierarchy usage

• Activity logging and basic usage standards

• Identify, triage, and remediate: 

• Duplicate records

• Orphaned accounts, contacts, and opportunities

• Stale or inactive pipeline

• Incomplete, conflicting, or inconsistent data entries

• Partner with Sales leadership and Sales Operations Manager to reinforce accountability for CRM usage and compliance.

• Serve as the operational owner for CRM cleanliness, escalating systemic issues or automation gaps to the Sales Operations Manager and IT as needed.

• Maintain and distribute standard Salesforce reports and dashboards to provide operational visibility (non-analytics, non‑predictive).

This scope directly aligns with known CRM health challenges and ongoing cleanup initiatives documented in Sales Operations priorities.

2. Sales Help Desk & Frontline Support (Shared Responsibility)

This role provides tier‑1 and tier‑2 support for Sales in partnership with the Sales Operations Manager.

• Act as a first point of contact for Sales-related operational questions and issues, particularly during U.S. off-hours.

• Support Salesforce and tool usage questions including: 

• Access issues

• Routing errors

• Workflow confusion

• Basic reporting requests

• Triage incoming issues and determine whether they can be resolved operationally or require escalation. 

• Document issues clearly and escalate to the Sales Operations Manager or IT with strong business context. 

• Maintain FAQs, internal documentation, and repeatable guidance to reduce recurring help desk volume. 

• Follow established escalation and support processes when technical intervention is required.

3. Process Execution & Operational Support

• Support execution of Sales Operations processes such as: 

• Pipeline reviews

• Deal hygiene checks

• Territory or account updates

• Tool and process rollouts

• Execute defined operational playbooks and recurring processes with consistency.

• Assist the Sales Operations Manager in operational projects by owning defined workstreams or execution tasks.

• Monitor adherence to Sales processes and surface gaps or breakdowns proactively.

• Provide feedback from frontline execution that informs process improvement and tooling decisions.

Ideal Background

• 2–5+ years of experience in Sales Operations, Business Operations, or CRM-focused analyst roles.

• Strong hands-on experience working in Salesforce in a Sales environment.

• High attention to detail and comfort working in data-heavy workflows.

• Experience supporting frontline Sales teams in a help-desk or enablement capacity.

• Comfortable following defined processes with consistency and discipline.

• Strong written communication skills and ability to work effectively across time zones.