Analyst, Sales Operations

What You’ll Do

• Own lead data health in Salesforce, including deduplication, enrichment, data integrity, and ongoing CRM hygiene.
• Build and maintain reporting that provides visibility into lead quality, sales follow-up, and lead management effectiveness.
• Translate complex data and model outputs into clear, actionable recommendations that improve lead performance, sales efficiency, and strategic decision-making.
• Measure the effectiveness of lead management initiatives and recommend optimizations based on performance data.
• Partner with stakeholders to improve how leads are identified, prioritized, and worked across the organization.
• Leverage Salesforce, SQL, and automation tools to streamline lead management processes and reduce manual work.
• Integrate AI-powered tools and automation workflows to reduce manual data work, improve process reliability, and enable faster, more scalable operations.
• Apply statistical modeling, segmentation analysis, and predictive analytics to identify trends in lead behavior, conversion likelihood, and pipeline health.
• Leverage AI and large language model (LLM) tools to accelerate data analysis, automate insight generation, and surface anomalies or patterns at scale.

What Success Looks Like

• Lead data is accurate, enriched, and trusted across the organization.
• Lead scoring and prioritization frameworks help sales teams focus on the highest-value opportunities.
• Reporting provides clear visibility into lead performance and conversion trends.
• Manual processes are reduced through automation and process improvements.
• Sales, Marketing, and Revenue Operations teams view you as a trusted partner for lead management strategy and execution.
• Predictive models and data science outputs are actively used by leadership to guide lead strategy, resource allocation, and go-to-market decisions.
• AI tools are embedded into the team’s workflow, reducing time spent on manual analysis and freeing capacity for higher-impact strategic work.

What You’ll Bring

• 2–4 years of experience in Revenue Operations, Sales Operations, Marketing Operations, Lead Management, or a related analytical role.
• Strong analytical and problem-solving skills with the ability to turn data into actionable insights.
• Experience working in Salesforce and building reports and dashboards.
• Strong proficiency in SQL for complex data extraction and manipulation; experience with Python or R for statistical analysis and modeling strongly preferred.
• Strong attention to detail and commitment to data accuracy.
• Ability to manage multiple priorities and work independently in a fast-paced environment.
• Excellent communication and cross-functional collaboration skills.
• Hands-on experience with data science techniques including predictive modeling, clustering, regression analysis, and feature engineering applied to business or marketing datasets.
• Comfortable working with large, messy datasets — skilled at data wrangling, cleansing, and transforming raw data into analysis-ready formats.
• Active user of AI tools (e.g., ChatGPT, Copilot, or similar LLMs) to enhance productivity — from drafting analyses and summarizing data to writing code and automating repetitive tasks.
• Experience with BI and data visualization platforms (e.g., Tableau, Looker, Power BI, or similar) and the ability to build intuitive dashboards for non-technical stakeholders.