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.
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