Sales Operations Analyst supporting Latin America Life and Health business portfolio. Ensuring smooth operations across reinsurance processes while working collaboratively with various business functions.
About the role
- Sales Operations Analyst serving as a key architect in ControlUp's revenue engine. Building scale and efficiency for global sales operations through process improvements and data governance.
Responsibilities
- Serve as a key architect in our revenue engine, driving the scale and efficiency of our global sales organization.
- Build infrastructure and process improvements that allow our sales team to continue to scale.
- Conduct routine audits and data clean-up within Salesforce.
- Support SFDC Admin on mass data updates, imports, and system maintenance activities.
- Manage 2026-standard sales tools, including AI-driven forecasting and prospecting solutions.
- Serve as a primary point of contact for sales team questions related to CRM usage.
- Assist in preparing materials for onboarding sessions and develop guides for sales representatives.
- Execute account reassignments and territory adjustments.
- Audit adherence to defined sales processes and CRM hygiene standards.
- Support basic quote creation for standard transactions and route deals through the approval workflow.
- Perform custom analysis on revenue metrics to monitor sales lifecycle health.
- Partner with Sales Operations leadership on special projects aimed at improving sales efficiency.
Requirements
- 3 to 5 years in Sales Operations, Revenue Operations, or a high-level Sales Support role, preferably within a SaaS or technology environment.
- Expert at navigating Salesforce reporting and leveraging BI-provided datasets to perform deep-dive, ad-hoc analysis.
- Ability to add fields, update workflows, and manage page layouts in Salesforce.
- Functional understanding of how Marketo pushes data to Salesforce; ability to troubleshoot sync issues and ensure reps have the right lead context.
- Skilled at running ad-hoc reports that dissect the revenue lifecycle.
- A "clean data" mindset with the ability to spot inconsistencies in large datasets.
- Ability to translate complex data into clear instructions for sales reps and concise summaries for executives.
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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