Actionstep

Sales Operations Analyst

Actionstep

full-time

Posted on:

Location Type: Remote

Location: Canada

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Salary

💰 CA$60,000 - CA$75,000 per year

About the role

  • 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, workflow behavior, reporting discrepancies)
  • Assist with 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
  • Monitor and improve data quality across Contacts, Accounts, Opportunities, Activities, and related objects
  • Assist with duplicate management, normalization, and cleanup efforts
  • Support data imports/exports and enrichment processes
  • Help maintain alignment between Salesforce and connected systems
  • Assist in building and maintaining simple Salesforce Flows, validation rules, and automation under guidance
  • Help test and QA changes in sandboxes before production deployment
  • Support documentation of Salesforce processes and system behavior
  • Help build and maintain Salesforce reports and dashboards for Sales leadership and RevOps
  • Investigate and help resolve data and reporting inconsistencies
  • Support operational workflows across the go-to-market tech stack, including but 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
  • Assist with user questions related to these tools and their Salesforce integrations
  • Create and maintain Salesforce documentation, process guides, and training materials
  • Support onboarding and training for new Sales team members
  • Promote best practices for CRM usage and data hygiene
  • Build and maintain strong working relationships with all internal and external parties ensuring transparent, proactive and effective communication always.
  • Actively looking to build own career through delivery of self and assisted professional development initiatives.

Requirements

  • 2-3 years of hands-on Salesforce administration experience, including but not limited to, familiarity with Salesforce object model, and experience troubleshooting user issues related to permissions, visibility, and workflow behavior
  • 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)
Benefits
  • Robust medical, dental, vision offerings
  • RRSP with company match
  • Flexible working and PTO
  • Take your birthday off
  • Frequent team building events
  • Fantastic training and development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Salesforce administrationSalesforce object modelSalesforce Flowsvalidation rulesdata importsdata exportsreport buildingdata normalizationdata cleanupdata quality monitoring
Soft Skills
attention to detailproblem-solvingcommunication skillsability to manage multiple requestsownershipfollow-throughcomfort with ambiguityrelationship buildingproactive communicationeagerness to learn