Senior Analyst, Sales Systems & Tools

Role Overview

• Lead initiatives to improve Salesforce usability, data quality, and workflow efficiency across the lead-to-cash lifecycle
• Translate business needs into scalable system solutions, partnering with IT to design, build, and iterate
• Identify and resolve root causes of system friction, reporting inconsistencies, and process inefficiencies
• Provide ongoing support for Salesforce and Clari to ensure data accuracy, reporting reliability, and continuity of day-to-day sales operations
• Drive visibility into the sales technology ecosystem, including tool purpose, usage, cost, and renewal timelines
• Partner with Finance, IT, Security, and Procurement to support tool evaluations, renewals, and investment decisions
• Monitor adoption and value realization to identify optimization or consolidation opportunities
• Support a structured intake and evaluation process for new tools and enhancements
• Deliver a portfolio of sales productivity and process improvement initiatives annually
• Identify and implement automation opportunities across systems and workflows
• Partner with stakeholders to pilot and scale AI-enabled capabilities that improve seller efficiency
• Support and help drive high-impact, cross-functional initiatives related to sales technology and process transformation
• Contribute to tool and platform evaluations by coordinating inputs, building analysis, and supporting recommendation development
• Help structure timelines, track progress, and ensure alignment across stakeholders
• Drive day-to-day coordination and execution of select high-priority initiatives (e.g., sales enablement platform evaluations or tooling transitions), including managing timelines, stakeholder alignment, and deliverables in partnership with leadership

Requirements

• 6+ years of experience in Sales Operations, Revenue Operations, or Business Systems roles, preferably within mid-size to large B2B organizations with complex or evolving systems and processes
• Strong hands-on experience with Salesforce Sales Cloud (configuration, reporting, workflows) and CPQ
• Proven ability to translate business needs into system solutions and partner with technical teams to deliver
• Experience supporting cross-functional initiatives with measurable outcomes
• Experience working with imperfect or evolving Salesforce environments, including data quality challenges and process standardization efforts
• High proficiency in Salesforce reporting, Excel, and process/workflow design
• Strong collaboration and communication skills across Sales, IT, Finance, Marketing, and Enablement.

Tech Stack

• Cloud

Benefits

• Competitive compensation
• Comprehensive benefits
• Career success on your terms
• Flexible work environment
• Annual wellness and community outreach days
• Always on recognition for your contributions
• Global collaboration and networking opportunities