Geneo

Sales Operations Analyst

Geneo

full-time

Posted on:

Location Type: Remote

Location: United States

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Tech Stack

Tableau

About the role

  • Support Salesforce end users by troubleshooting issues and resolving day-to-day questions.
  • Act as an advocate for Sales stakeholders, capturing feedback and translating it into system improvements.
  • Develop and maintain clear, user-friendly documentation and training materials.
  • Deliver training sessions and enablement resources to drive Salesforce adoption and confidence.
  • Support change management initiatives tied to new features, enhancements, and process updates.
  • Document, enforce, and maintain Salesforce data governance policies.
  • Ensure data quality, accuracy, and consistency across accounts, contacts, opportunities, and territories.
  • Perform regular data audits and validations to maintain reporting and forecasting integrity.
  • Maintain territory structures, account ownership rules, and customer alignment.
  • Collect, analyze, and interpret sales data to identify trends, patterns, and performance insights.
  • Develop and maintain Salesforce dashboards and reports to provide real-time visibility for Sales and leadership.
  • Partner with Sales leadership, Product Managers, and stakeholders to analyze business needs and define requirements.
  • Translate business needs into functional Salesforce solutions using standard Salesforce capabilities.
  • Promote operational excellence through standardized processes, best practice sharing, and governance.
  • Own and manage the Salesforce enhancement backlog, partnering with stakeholders to prioritize initiatives.

Requirements

  • 2-4 years of experience in Sales Operations, Sales Analytics, or Salesforce-focused roles.
  • Hands-on experience supporting Salesforce as a system of record (HubSpot experience nice to have.)
  • Strong understanding of sales processes, territory management, and account ownership models.
  • Experience building Salesforce reports and dashboards.
  • Strong analytical and problem-solving skills.
  • Ability to communicate data insights clearly to both technical and non-technical audiences.
  • High attention to detail with a strong commitment to data integrity.
  • Salesforce Administrator certification or equivalent experience (preferred).
  • Experience partnering with Sales and Marketing teams (preferred).
  • Familiarity with sales forecasting, quota planning, and performance measurement (preferred).
  • Experience with data visualization or analysis tools beyond Salesforce (Excel, Google Sheets, Power BI, Tableau, etc.) (preferred).
  • Experience supporting scaling sales organizations (preferred).
Benefits
  • full health benefits, that’s medical, dental, vision, FSAs, and HSAs.
  • Basic Life/AD&D and Long-Term Disability coverage at no cost to you!
  • 401(K) plan with an employer match
  • facials!
  • annual bonuses
  • paid time off
  • region-specific benefits
Applicant Tracking System Keywords

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

Hard Skills & Tools
SalesforceSalesforce reportsSalesforce dashboardsdata governancedata qualitydata auditsdata validationsales forecastingquota planningperformance measurement
Soft Skills
analytical skillsproblem-solving skillscommunication skillsattention to detailadvocacycollaborationtrainingdocumentationchange managementoperational excellence
Certifications
Salesforce Administrator certification