Actionstep

Sales Operations Analyst

Actionstep

full-time

Posted on:

Location Type: Remote

Location: Colorado • United States

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Salary

💰 $70,000 - $85,000 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
  • 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
  • Help build and maintain Salesforce reports and dashboards for Sales leadership and RevOps
  • Support operational workflows across the go-to-market tech stack
  • Create and maintain Salesforce documentation, process guides, and training materials
  • Build and maintain strong working relationships with all internal and external parties

Requirements

  • 2-3 years of hands-on Salesforce administration experience
  • 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)
  • Project Management Experience (preferred)
  • Experience or exposure to tools like Outreach, 6sense, Ortto, Proposify, or similar platforms (preferred)
  • Experience in Sales Operations, RevOps, Business Operations, or Customer Operations (preferred)
Benefits
  • Robust medical, dental, vision offerings
  • 401K 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 Flowsvalidation rulesdata quality monitoringreport buildingdashboard creationuser onboardingworkflow troubleshootingstructured data managementproject management
Soft Skills
attention to detailproblem-solvingcommunicationownershipadaptabilityrelationship buildingmultitaskingeagerness to learncomfort with ambiguitycollaboration