Manage the lead lifecycle process, including lead assignment, routing, enrichment, conversions and ongoing data hygiene
Maintain Salesforce data quality by identifying and resolving duplicates, ownership discrepancies, and incomplete records
Partner with Marketing to analyze campaign performance, attribution, and lead conversion metrics
Develop and maintain reports and dashboards related to: Pipeline and funnel performance, Bookings and gross profit, Lead conversion and campaign attribution, SDR and Account Executive activity, Technology Partner performance, Territory and portfolio analysis, Executive and ad hoc reporting
Support forecasting and quota management process in partnership with Sales Leadership
Administer and optimize sales enablement and data enrichment tools, including ZoomInfo, RingLead, Sales Engagement, and related Salesforce integrations
Collaborate with Salesforce Administrators on system enhancements, business requirements, testing, and process improvements
Document business processes and provide end-user training to Sales and Client Success teams
Participate in cross-functional projects from requirements gathering through implementation and post-launch support
Identify opportunities for automation and operational efficiencies across the go-to-market organization

2+ years of experience in Sales Operations, Revenue Operations, Business Operations, or a related analytical role
Experience working extensively in Salesforce CRM, including reports, dashboards, and data management
Experience with Salesforce-integrated tools such as ZoomInfo, RingLead, Sales Engagement, or similar applications
Strong analytical skills with experience interpreting and presenting business performance metrics
Advanced Excel skills, including pivot tables, lookups, formulas, and data analysis techniques
Experience using business intelligence and visualization tools such as Sisense, PowerBI, Tableau, or similar platforms
Experience working with data warehouses, data lakes, or SQL is a plus
Excellent project management and organizational skills with the ability to manage multiple priorities simultaneously
Strong communication skills and the ability to collaborate effectively across technical and non-technical teams
Experience supporting data governance initiatives or establishing data quality standards is preferred
Bachelor's degree in Business, Finance, Information Systems, Analytics, or a related field preferred.

Sales Operations Analyst

Key skills