CRM Analyst

Role Overview

• Support the Sales organization with a variety of Sales Operations and CRM-related tasks, including reviewing, analyzing, and fulfilling business support requests
• Collaborate with cross-functional stakeholders to gather requirements, recommend solutions, and implement Salesforce enhancements aligned to business needs
• Design, build, and maintain Salesforce automations and process improvements, including flows, validation rules, approval processes, and other declarative tools
• Configure Salesforce to support business processes, including custom objects, fields, page layouts, record types, and security settings
• Assist with Salesforce administration activities, including user access support, territory alignment, account setup, and sales crediting requests
• Develop, maintain, and deliver standard and ad hoc reports, dashboards, and analytical insights to support decision-making and identify trends, risks, and opportunities
• Ensure data quality, accuracy, and integrity across Salesforce through monitoring, validation, and data management activities
• Support and troubleshoot day-to-day Salesforce issues, working with users to resolve problems efficiently and effectively
• Monitor system performance and existing processes to identify opportunities for optimization, scalability, and continuous improvement
• Stay current with Salesforce releases, features, and best practices; proactively recommend enhancements that improve business outcomes
• Create and maintain system, process, and technical documentation to support knowledge transfer, audit readiness, and long-term platform sustainability
• Participate in Jira-based work management using Copado, including UAT testing and, when assigned, implementing changes and promoting them through Salesforce environments

Requirements

• Salesforce Administrator Certification
• Hands-on experience with Salesforce administration, including automation tools such as flows, approval processes, validation rules, and process builder
• Intermediate proficiency in Microsoft Excel (e.g., PivotTables, VLOOKUP/XLOOKUP)
• Strong analytical and problem-solving skills with the ability to interpret data and provide recommendations
• Ability to manage multiple tasks and deadlines with strong attention to detail
• Effective communication skills, with the ability to explain complex information in a clear and straightforward manner
• Experience working within established procedures while exercising sound judgment and initiative
• 3+ years of experience working in a Sales Operations or CRM role with another company (preferred)
• Experience supporting a sales organization in a cross-functional environment (preferred)
• Advanced experience with Salesforce reporting and dashboards (preferred)
• Experience supporting or integrating Salesforce with other business systems, including CPQ knowledge (preferred)
• Familiarity with Tableau or other BI/analytics tools (preferred)
• Experience or exposure to AI-driven solutions, Salesforce AI capabilities, and/or Agentforce (preferred)
• Experience working in Agile environments using Jira and Copado for deployment and release management (preferred)

Tech Stack

• Tableau

Benefits

• Health Benefits: Comprehensive, multi-carrier program for medical, dental and vision benefits
• Retirement Benefits: 401(k) with match and an Employee Share Purchase Plan
• Wellbeing: Wellness platform with incentives, Headspace app subscription, Employee Assistance and Time-off Programs
• Short-and-Long Term Disability, Life and Accidental Death Insurance, Critical Illness, and Hospital Indemnity
• Family Benefits, including bonding and family care leaves, adoption and surrogacy benefits
• Health Savings, Health Care, Dependent Care and Commuter Spending Accounts
• In addition to annual Paid Time Off, we offer up to two days of paid leave each to participate in Employee Resource Groups and to volunteer with your charity of choice