Partner closely with Agent Sales teams to document current-state processes, identify pain points, and turn them into clear Salesforce requirements
Lead discovery activities such as stakeholder interviews, workflow mapping, and requirements workshops to inform Salesforce and related system design
Translate business needs into actionable user stories with acceptance criteria, collaborating with Product & Engineering in Agile ceremonies and backlog refinement
Plan and execute structured QA/UAT for new Salesforce features and enhancements, ensuring solutions work as intended for Frontline users
Maintain clear, up-to-date documentation of sales processes, system logic, and runbooks to support scalable operations across multiple sales teams
Serve as a liaison between Sales, Sales Ops, and Product & Engineering to triage issues, propose feature improvements, and align operational processes across sales organizations
Support large-scale initiatives such as CRM migrations, team integrations, and cross-sell or bundling efforts
Analyze sales performance and pipeline data, build and refine dashboards and reports, and track post-deployment KPIs, impact, and ROI to guide data-informed decisions

Requirements

3+ years of experience in a Sales Operations Analyst, Salesforce Business Analyst, or similar role supporting sales organizations
Salesforce experience required; Salesforce administrator experience and exposure to system integrations, workflows, and automations preferred
Advanced Excel or Google Sheets skills, with strong quantitative and qualitative analytical abilities
Solid understanding of sales processes and concepts, ideally with experience supporting multiple sales teams or lines of business; prior direct sales experience is a plus
Working knowledge of SQL or similar querying/programming languages is preferred

Benefits

Equity awards based on experience, performance, and location
Health insurance
Paid time off
Professional development opportunities

Applicant Tracking System Keywords

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

Hard Skills & Tools

SalesforceSalesforce administratorsystem integrationsworkflowsautomationsAdvanced ExcelGoogle SheetsSQLdata analysisuser stories

Soft Skills

collaborationcommunicationanalytical abilitiesproblem-solvingdocumentationstakeholder engagementorganizational skillsleadershipadaptabilityattention to detail