Sales Operations Analyst

Key Responsibilities

• Administer and maintain the organization's CRM platform (HubSpot), ensuring data accuracy, system reliability, and user adoption.
• Create, configure, and maintain CRM properties, pipelines, workflows, custom objects, forms, and automation to support evolving business needs.
• Build, maintain, and enhance dashboards, reports, and operational metrics that provide actionable insights to Sales leadership.
• Produce recurring sales performance reports, pipeline analytics, forecasting support, activity reporting, KPI tracking, and other business intelligence reporting.
• Maintain high standards of CRM data integrity through audits, data cleansing, duplicate management, imports, exports, and ongoing record maintenance.
• Support lead routing, territory management, commission administration, forecasting activities, and other recurring sales operations processes.
• Troubleshoot CRM issues, investigate user questions, and provide timely operational support to sales and cross-functional teams.
• Build and maintain workflows and automation that improve operational efficiency, reduce manual effort, and enhance user experience.
• Identify opportunities to streamline business processes through automation, technology, and continuous process improvement.
• Test new CRM functionality, automation, and operational processes prior to deployment, ensuring quality and accuracy.
• Develop and maintain process documentation, standard operating procedures, and operational best practices.
• Partner closely with Sales, Marketing, Finance, Technology, Customer Success, and other stakeholders to support operational initiatives and business objectives.
• Aid in translating business requirements into scalable CRM solutions, reporting, and operational processes.
• Contribute to cross-functional projects that improve reporting, automation, operational efficiency, data quality, and overall sales effectiveness.

Qualifications

• Bachelor's degree in Business, Operations, Analytics, Information Systems, or a related field preferred.
• 3-5 years of experience in Sales Operations, Revenue Operations, CRM Administration, Business Operations, Business Analysis, or a related operational role.
• Experience administering CRM platforms such as HubSpot, Salesforce, Microsoft Dynamics, or similar systems.
• Advanced proficiency with Microsoft Excel, including data analysis, formulas, and reporting.
• Experience creating dashboards and reports using CRM reporting tools or business intelligence platforms.
• Strong analytical and problem-solving skills with exceptional attention to detail.
• Excellent organizational, communication, and project management skills.
• Ability to manage multiple priorities while maintaining accuracy and meeting deadlines.

Success Metrics

• Become a trusted resource for CRM administration and user support.
• Maintain high standards of CRM data quality and governance.
• Independently manage recurring reporting, dashboards, and operational processes.
• Successfully support cross-functional operational initiatives and automation projects.
• Contribute ideas that improve efficiency, scalability, and the overall effectiveness of the Sales Operations function.
• Develop the knowledge and expertise to take ownership of key operational processes while partnering closely with the Sales Operations Director on strategic initiatives.