Sales Operations Analyst

About Customer.io

Over 8,000 companies — from scrappy startups to global brands — use our platform to send billions of emails, push notifications, in-app messages, and SMS every day. Customer.io powers automated communication that people actually want to receive. We help teams send smarter, more relevant messages using real-time behavioral data.

As a Sales Operations Analyst on our Revenue Operations team, you’ll play a pivotal role in shaping a high-performing, data-driven sales engine. You’ll partner closely with Sales, Marketing, and Systems teams to optimize the funnel, streamline processes, and ensure our GTM teams have the visibility and tools they need to excel. This is an opportunity to create real impact by bringing clarity, structure, and insights to a fast-growing organization.

What we value

• Clarity and simplicity — You care deeply about clean data, clear processes, and documentation that helps teams move faster and with confidence.
• Ownership and accountability — You take responsibility for outcomes, proactively identifying issues and driving solutions from idea to execution.
• Systems thinking — You understand how tools, workflows, and people connect across the GTM funnel and design solutions that scale as the business grows.
• Data-informed decision making — You use data to surface insights, challenge assumptions, and guide prioritization, while applying sound judgment and context.
• Collaborative, empathetic partnership — You work closely with Sales, Marketing, and RevOps partners, balancing business impact with how teams actually operate day to day.

What you’ll do

• Partner with Sales leadership to analyze, optimize, and operationalize the sales funnel, from prospecting through closed-won, ensuring visibility into performance at every stage
• Develop and maintain sales dashboards, reports, and KPIs to track pipeline health, conversion rates, forecasting accuracy, and rep productivity
• Own CRM processes (Salesforce) to ensure accurate data capture, hygiene, and compliance with sales processes and SLAs
• Support ad hoc analysis and campaign targeting requests with scalable, repeatable reporting processes
• Support and improve lead and account routing logic to ensure speed-to-lead and alignment with go-to-market strategy
• Partner with Systems Admins to deploy and maintain Salesforce enhancements and related sales tools, supporting the evolving needs of the sales organization
• Serve as the point of contact for sales tooling—monitoring performance, troubleshooting issues, and coordinating fixes as needed
• Support territory planning and account ownership within the CRM, ensuring accurate assignments and clean data
• Conduct process audits and identify opportunities for automation and scalability within core GTM workflows
• Collaborate with stakeholders in Sales, Marketing, and RevOps to streamline lead routing, territory assignments, and opportunity management
• Support forecasting and pipeline management, ensuring consistent methodology and high confidence in reported data
• Coordinate cross-functional projects that impact the sales organization (e.g., rollout of new tools, process changes)
• Document and maintain sales processes to drive clarity and alignment across teams

What we're looking for

• Strong understanding of GTM processes, including lead management, sales stages, and routing logic
• Experience as a Salesforce system administrator with Lightning UX (or equivalent experience)
• Excellent documentation skills with high attention to detail and clarity
• Proficiency in project management and documentation tools (e.g., Notion, Linear)
• Strong analytical and problem-solving skills, with the ability to interpret data, map processes, and translate insights into action
• Highly collaborative and people-oriented, with strong communication skills and the ability to work cross-functionally
• Experience with process mapping tools (e.g., Miro) is a plus
• Hands-on experience with sales and marketing tooling (e.g., marketing automation platforms, PlanHat, LinkedSquares, RevenueHero, Gong, or similar) preferred
• Ownership mindset with a track record of planning, executing, and delivering projects end to end in a fast-paced environment

Experience Level & Leadership:

• Requires 2–4 years of experience in Revenue Operations, Sales Operations, or a similar analytical/process-driven role
• Operates as a key contributor within the RevOps team, collaborating with senior leadership and cross-functional partners
• While not a people manager, this role may lead projects or initiatives and influence process decisions across teams

Compensation & Benefits

We believe in transparency. Starting salary for this role is $90,000 - $100,000 (or equivalent in local currency) depending on experience and subject to market rate adjustment.

We know our people are what make us great, and we’re committed to taking great care of them. Our inclusive benefits package supports your well-being and growth, including 100% coverage of medical, dental, vision, mental health, and supplemental insurance premiums for you and your family. We also offer 16 weeks paid parental leave, unlimited PTO, stipends for remote work and wellness, a professional development budget, and more.

See full benefits here →

Our Process

No gotchas, no trick questions - just a clear, human process designed to help both of us make an informed decision.

• 30-minute video call with a Recruiter to get to know each other
• 45-minute video call with the Hiring Manager to dive deeper into the role
• Take-home assignment (completed over a few days), followed by a 45-minute review call with a cross-functional panel

All final candidates will be asked to complete a background check and employment verifications as part of our pre-employment process.

Customer.io recognizes the stifling impact of systemic injustice on diverse communities. We commit to using our influence to increase inclusion and equity within the tech industry. We strive to build an inclusive team culture, implement bias-free hiring practices, and develop community partnerships to expand our global impact.

Zoom is the only video conference platform that we use, virtual interviews will be conducted using the video capability (i.e., not via the chat), and offers will be extended in writing on official Customer.io letterhead. Please be vigilant in all of your job search activity, and if you have any questions please contact jobs@customer.io.

Join us!

Check out our careers page for more information about why you should come work with us! We believe in empathy, transparency, responsibility, and, yes, a little awkwardness. If you’re excited by what you read — apply now.