Sales Operations Analyst

Role Overview

• Own day-to-day sales operational workflows, ensuring consistency and efficiency from lead to close.
• Maintain CRM hygiene and data integrity across Salesforce, Zoho, and related tools.
• Support deal creation, updates, approvals, and close processes.
• Manage order operations, including hardware orders and billing coordination.
• Partner with Sales leadership on pipeline management, deal inspection, and reporting.
• Build and maintain dashboards and reports (pipeline, bookings, attainment, pacing).
• Ensure accurate tracking of quota, bookings, and revenue attribution.
• Support the forecasting cadence and improve reporting accuracy (monthly, quarterly, annual).
• Help align stage definitions, metrics, and lifecycle reporting across Sales, Marketing, and Customer Success.
• Assist in improving lead flow, routing, and handoffs.
• Identify operational gaps and recommend process and system improvements to support scale.
• Partner with Rev Ops and Finance on revenue reporting and reconciliation.
• Own and maintain sales process documentation, including workflows, definitions, and best practices.
• Create and update playbooks, SOPs, and internal sales guides.
• Ensure documentation stays current as tools, processes, and policies evolve.
• Support new hire onboarding from an operational perspective (tools, process, CRM usage).
• Partner with Sales leadership to support training rollouts related to process or system changes.
• Act as a resource for sales reps on how to execute within defined processes.

Requirements

• Bachelor’s degree in Business, Marketing, Technology, or a related field preferred.
• 3–6+ years of experience in Sales Operations or Revenue Operations
• Strong experience with CRM systems (Salesforce required)
• Experience creating process documentation and internal training materials
• Highly analytical with strong attention to data quality and accuracy.
• Process-minded with a bias toward clarity, simplicity, and execution
• Strong written and verbal communication skills
• Strong problem-solving skills with the ability to address and resolve internal issues effectively.
• Exceptional organizational and time management skills and attention to detail.
• Outstanding knowledge of MS Office and proficiency in CRM software (e.g., Salesforce, HubSpot) and customer success tools.
• Fast and adaptive learner, focused on improving customer and business processes.

Benefits

• Fullsteam supports an inclusive workplace that values diversity of thought, experience, and background.
• Health insurance
• Professional development opportunities