Sales Operations Analyst

Actionstepis a pioneer in the development and sale of software-as-a-service (SaaS) products specializing in the delivery of Legal Practice Managementand Legal are a fast growing dynamic business with a global customer base of more than50000 and a team of over250in the USA Australia UKCanadaand New Zealand.

Actionstepis expanding its product portfolioand adding richer AI functionality across the platformto deepen customer value accelerate cross-sell revenue and introduce new add-on modules that increase competitive differentiation. This role leads the planningexecutionand evangelizingof new product creation for our global markets.

THE PURPOSE OF YOUR ROLE

The purpose of this role is to support and improve revenue systems data and processes that enable sales execution forecasting and growth across the business. This includes helping ensure Salesforce and the broader GTM tech stack are reliableaccurate and aligned to support pipeline generation deal execution and customer expansion.

A key part of this role is partnering with Sales Marketing Customer Success and Finance to understand their operational needs and help translate them into effective systems and workflows. Through clear communication attention to detail and a strong service mindset this role helps build trust in our data confidence in our systems and alignment across teams.

This role supports the companys ability to scale by improving how we use technology automation and data to enable revenue growth and delivera betterexperience for both customers and internal teams.

ABOUT YOU

You are a commercially minded systems and operations professional who connects the dots between revenue strategy sales execution and the technology that enables it. You bring a strong cross-functional mindset working closely with Sales Marketing Customer Success and Finance to understand needs and translate them into scalable processes and systems. You enjoy turning complexity into clarity improving data quality streamlining workflows and ensuring teams haveaccurate actionable information to perform at their best. You communicate confidently with both technical and non-technical stakeholders and take pride in enabling others through better systems and insights. You are excited by modern go-to-market technology automation and the potential of AI to improve efficiency forecasting and customer experience. You take ownership of your work follow through on commitments and hold a high bar for quality and reliability.

WHAT YOU WILL BE DOING

Salesforce Administration & User Support

• Serve as first-line support for Salesforce-related requests and questions from Sales SDR Marketing CS and Partnerships

• Troubleshoot common Salesforce issues (access visibility errors workflowbehavior reporting discrepancies)

• Assistwith user onboarding/offboarding profiles permission sets and role hierarchy updates

• Support updates to fields page layouts record types and picklists

• Escalate architectural or high-risk changes to the Director of Sales Operations

Data Quality & Hygiene

• Monitor and improve data quality across Contacts Accounts Opportunities Activities and related objects

• Assistwith duplicate management normalization and cleanup efforts

• Support data imports/exports and enrichment processes

• Helpmaintainalignment between Salesforce and connected systems

Automation & Process Support

• Assistin building andmaintainingsimple Salesforce Flows validation rules and automation under guidance

• Help test and QA changes in sandboxes before production deployment

• Support documentation of Salesforce processes and systembehavior

Reporting & Sales Insights

• Help build andmaintainSalesforce reports and dashboards for Sales leadership andRevOps

• Investigate and help resolve data and reporting inconsistencies

GTM Systems Support

• Support operational workflows across the go-to-market tech stack includingbut not limited to:

• Salesforce (CRM reporting automation)

• Outreach (sales engagement and sequencing)

• 6sense (intent data and account targeting)

• Ortto(marketing automation)

• Proposify(proposal generation)

• Help ensure data flows correctly between systems and flag issues when discrepancies arise

• Assistwith user questions related to these tools and their Salesforce integrations

User Enablement

• Create andmaintainSalesforce documentation process guides and training materials

• Support onboarding and training for new Sales team members

• Promote best practices for CRM usage and data hygiene

Relationship Management:

• Build andmaintainstrong working relationships with all internal and external parties ensuring transparentproactiveand effective communication always.

• Attending and proactively contributing to customerpartnerand internal meetings with the view to add value in a constructive manner.

Professional Development:

• Actively looking to build own career through delivery of self andassistedprofessional development initiatives.

• Being a thought leader both withinActionstepbut also in the wider industry.

• Staying abreast of industry best practice patterns products and technologies andassistingin process improvement activities asrequired.

ContinuousImprovement:

• Proactive inidentifyingandparticipatingin the continuous improvement of processes and procedures within theTeam.

• Actively contribute to the development and maintenance of a strong department culture ensuring knowledge and experience is shared.

Health &Safety:

• Assume responsibility for your own and others safety and wellbeing following all safety and wellbeing procedures and instructions including reporting hazards incidents andaccidentsandparticipatingin safety and wellbeing initiatives and programmes asrequired.

Other Responsibilities:

• Undertaking any other reasonable duties asrequired

EXPERIENCE & QUALIFICATIONS

• Required

• 2-3 years ofhands-onSalesforceadministrationexperience including but not limited to familiarity with Salesforce object modelandexperience troubleshooting user issues related to permissions visibility and workflowbehavior

• Experience building reports in both Salesforce and excel

• Strong attention to detail and comfort working with structured data

• Ability to manage multiple operational requests in a fast-paced sales-driven environment

• Strong written and verbal communication skills

• Strong problem-solving mindset and comfort with ambiguity

• Comfort communicating with both technical and non-technical stakeholders

• High degree of ownership and follow-through

• Eagerness to learn Salesforce and Revenue Operations best practices

• Basic understanding of sales processes (lead opportunity close onboarding)

• Preferred

• Project Management Experience

• Experience or exposure to tools like Outreach 6senseOrttoProposify or similar platforms

• Experience in Sales OperationsRevOps Business Operations or Customer Operations

This role reports to:

Director Sales Operations

METRICS OF SUCCESS

• High-quality reliable dataresulting intrustedaccuratereporting with minimal manual workarounds.

• Strong systemadoption and sales productivity with consistent usage and positive user feedback.

• Reliable well-aligned GTM systems with minimal integration issues and fast resolution of blockers.

• Fast predictable delivery of operational improvements with a small well-managed backlog.

• Scalable documented and continuously improving processes and automation.

Join our inspirational working environment!

We have a fantastic and inspirational working environment!

• Robust medical dental vision offerings
• 401K with company match
• Flexible workingand PTO
• Take your birthday off
• Frequent team building events
• Fantastic training and development opportunities

• $70-85k salary range

Required Experience:

IC