Customer.io

Sales Operations Analyst

Customer.io

full-time

Posted on:

Location Type: Remote

Location: Oregon • United States

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Salary

💰 $90,000 - $100,000 per year

About the role

  • Partner with Sales leadership to analyze, optimize, and operationalize the sales funnel, from prospecting through closed-won, ensuring visibility into performance at every stage.
  • Develop and maintain sales dashboards, reports, and KPIs to track pipeline health, conversion rates, forecasting accuracy, and rep productivity.
  • Own CRM processes (Salesforce) to ensure accurate data capture, hygiene, and compliance with sales processes and SLAs.
  • Support ad hoc analysis and campaign targeting requests with scalable, repeatable reporting processes.
  • Support and improve lead and account routing logic to ensure speed-to-lead and alignment with go-to-market strategy.
  • Partner with Systems Admins to deploy and maintain Salesforce enhancements and related sales tools, supporting the evolving needs of the sales organization.
  • Serve as the point of contact for sales tooling—monitoring performance, troubleshooting issues, and coordinating fixes as needed.
  • Support territory planning and account ownership within the CRM, ensuring accurate assignments and clean data.
  • Conduct process audits and identify opportunities for automation and scalability within core GTM workflows.
  • Collaborate with stakeholders in Sales, Marketing, and RevOps to streamline lead routing, territory assignments, and opportunity management.
  • Support forecasting and pipeline management, ensuring consistent methodology and high confidence in reported data.
  • Coordinate cross-functional projects that impact the sales organization (e.g., rollout of new tools, process changes).
  • Document and maintain sales processes to drive clarity and alignment across teams.

Requirements

  • Strong understanding of GTM processes, including lead management, sales stages, and routing logic.
  • Experience as a Salesforce system administrator with Lightning UX (or equivalent experience).
  • Excellent documentation skills with high attention to detail and clarity.
  • Proficiency in project management and documentation tools (e.g., Notion, Linear).
  • Strong analytical and problem-solving skills, with the ability to interpret data, map processes, and translate insights into action.
  • Highly collaborative and people-oriented, with strong communication skills and the ability to work cross-functionally.
  • Experience with process mapping tools (e.g., Miro) is a plus.
  • Hands-on experience with sales and marketing tooling (e.g., marketing automation platforms, PlanHat, LinkedSquares, RevenueHero, Gong, or similar) preferred.
  • Ownership mindset with a track record of planning, executing, and delivering projects end to end in a fast-paced environment.
Benefits
  • 100% coverage of medical, dental, vision, mental health, and supplemental insurance premiums for you and your family.
  • 16 weeks paid parental leave.
  • Unlimited PTO.
  • Stipends for remote work and wellness.
  • A professional development budget.
Applicant Tracking System Keywords

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

Hard Skills & Tools
SalesforceSalesforce Lightning UXdata analysisprocess mappingproject managementreportingKPI trackingautomationlead managementpipeline management
Soft Skills
analytical skillsproblem-solvingcommunicationcollaborationattention to detaildocumentationownership mindsetcross-functional teamworkorganizational skillsscalability