Salary
💰 $85,000 - $120,000 per year
About the role
- Own execution of territory assignments across all sales roles and geographies.
- Maintain alignment with fiscal year segmentation rules and sales policies.
- Partner with Strategy & Planning to support annual and in-year territory design, balancing growth potential and rep coverage.
- Operate as the lead SME for Salesforce territory routing logic, resolving edge cases and field escalations.
- Review and resolve account creation and routing exceptions, ensuring proper ownership and assignment per policy.
- Monitor list views, routing queues, and account overlap to proactively flag ownership or segmentation conflicts.
- Interpret and enforce Alteryx GTM policies on segmentation, ownership, and routing.
- Manage territory and lead-related escalations in partnership with Sales Leadership and Commissions.
- Maintain and update process documentation for routing logic, assignment rules, and exception workflows.
- Maintain and improve dashboards and data views in Salesforce to monitor territory integrity, assignment gaps, and routing health.
- Partner with Business Systems to test and validate lead routing, territory overlays, and assignment automations.
- Contribute to roadmap development for systems and tools that enable territory and lead management at scale.
Requirements
- 3-5 years of experience in Sales Operations, RevOps, or GTM Operations roles—preferably within a B2B SaaS or high-growth tech environment.
- 1+ year of operations experience with territory, segmentation, and/or lead routing infrastructure.
- Advanced proficiency with Salesforce (Lead, Account, and Opportunity objects); working knowledge of routing engines and SFDC assignment rules.
- Strong Excel skills and data analysis capabilities.
- Familiarity with Tableau, Alteryx, Power BI or equivalent BI and analytics tools is a plus.
- Familiarity with Dun & Bradstreet for hierarchies or equivalent tool is preferred.
- Proven ability to enforce policies and resolve edge cases with clarity and professionalism.
- Strong organizational skills and ability to manage multiple high urgency workstreams.
- Excellent stakeholder communication skills, with experience working cross-functionally.
- bonus or commission
- medical
- retirement
- financial
- wellness
- time off
- employee discounts
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Sales OperationsRevOpsGTM Operationsterritory managementsegmentationlead routingdata analysisExcelSalesforcerouting engines
Soft skills
organizational skillsstakeholder communicationprofessionalismclarityproblem-solvingcross-functional collaborationability to manage multiple workstreams