Sales Operations Specialist

JOB DESCRIPTION

Job Title: Sales & Marketing Operations Analyst

Department: Marketing

Reports To: Sales & Marketing Operations Lead

Job Summary:

The Sales & Marketing Operations Analyst is a highly analytical, systems-focused role responsible for owning CRM data quality, Salesforce configuration, reporting, automation, and operational analytics. This role supports Sales and Marketing teams by building scalable systems, dashboards, and insights that drive data-driven decision-making.

This person will work closely with multiple stakeholders to refine workflows, forecast pipelines, and support the continued transformation of sales and marketing into a unified revenue-driving engine.

Key Responsibilities:

Salesforce & CRM Administration

Act as a hands-on Salesforce administrator for day-to-day operations

Build and maintain custom objects, fields, validation rules, flows, and automations

Manage user access, roles, profiles, permission sets, and security controls

Ensure data integrity across Accounts, Contacts, Leads, Opportunities, and Campaigns

Able to create dashboards using customized reports.

Analytics, Reporting & Dashboards

Design, build, and maintain Salesforce reports and executive dashboards.

Analyze pipeline health, funnel conversion, campaign performance and forecast accuracy.

Maintain reporting snapshots and historical trend analysis

Translate raw data into actionable insights for Sales and Marketing leadership

Support and execute data requests from Sales and Marketing Team.

Data Quality & Operations

Own CRM data hygiene including deduplication, enrichment, and standardization

Maintain account hierarchies, ownership models, and attribution logic

Define and document Standard Operating processes and SLAs.

Support monthly and quarterly planning, pipeline reviews, and forecasting

Partner with stakeholders to continuously improve operational workflows

Marketing & Tech Support

Support Account-Based Marketing Execution Using Demandbase and Salesforce

Perform account and contact enrichment using ZoomInfo and third-party tools

Support HubSpot workflows including lead scoring, routing, and nurturing

Ensure Accurate Campaign tracking, attribution, and reporting.

Monitor and troubleshoot integrations across Salesforce, HubSpot, Zoominfo, Gong and other tools

Support data sync, field mapping, and automation logic across systems

Assist with evaluation and integration of new Sales and Marketing tools.

Required Skills & Experience:

5+ years in Sales Operations, Marketing Operations, or Revenue Operations in Enterprise Software Development

Strong hands-on Salesforce experience (admin, flows, reports, dashboards)

Advanced analytical and data interpretation skills

Experience with Demandbase, ZoomInfo, HubSpot, or similar tools

Strong documentation, process discipline, and attention to detail

Ability to work cross-functionally with Sales, Marketing, and Leadership teams