Senior Analyst – Territory Management, Segmentation
Alteryx
full-time
Posted on:
Location Type: Remote
Location: Remote • California, Colorado, Illinois, New Jersey, North Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $85,000 - $120,000 per year
Job Level
Senior
Tech Stack
SFDCTableau
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.
Benefits
- Eligible for a wide range of other benefits, such as a 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 collaborationtime managementattention to detailadaptabilityconflict resolution