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 nonpredictive).

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 tier1 and tier2 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

• 25 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.