The Sales Analyst is responsible for the day-to-day execution of CRM hygiene, data integrity, and serves as a backup to frontline operational support for the Sales organization. This role assumes ownership of CRM cleanliness and operational enforcement, allowing the Sales Operations Manager to focus on broader tooling, cross-functional initiatives, and project leadership.
This role is highly operational and execution-focused, with a strong emphasis on data quality, process adherence, issue resolution, and responsiveness to Sales needs.
Core Responsibilities
1. CRM Hygiene & Data Integrity (Primary Focus)
This role takes over day-to-day ownership of CRM hygiene and enforcement from the Sales Operations Manager.
Own CRM data quality standards across all Sales-facing objects.
Execute daily, weekly, and monthly hygiene routines to ensure data accuracy and consistency.
Enforce expectations for:
Required fields and field completeness
Opportunity stage progression and close-date accuracy
Account and hierarchy usage
Activity logging and basic usage standards
Identify, triage, and remediate:
Duplicate records
Orphaned accounts, contacts, and opportunities
Stale or inactive pipeline
Incomplete, conflicting, or inconsistent data entries
Partner with Sales leadership and Sales Operations Manager to reinforce accountability for CRM usage and compliance.
Serve as the operational owner for CRM cleanliness, escalating systemic issues or automation gaps to the Sales Operations Manager and IT as needed.
Maintain and distribute standard Salesforce reports and dashboards to provide operational visibility (non-analytics, non‑predictive).
This scope directly aligns with known CRM health challenges and ongoing cleanup initiatives documented in Sales Operations priorities.
2. Sales Help Desk & Frontline Support (Shared Responsibility)
This role provides tier‑1 and tier‑2 support for Sales in partnership with the Sales Operations Manager.
Act as a first point of contact for Sales-related operational questions and issues, particularly during U.S. off-hours.
Support Salesforce and tool usage questions including:
Access issues
Routing errors
Workflow confusion
Basic reporting requests
Triage incoming issues and determine whether they can be resolved operationally or require escalation.
Document issues clearly and escalate to the Sales Operations Manager or IT with strong business context.
Maintain FAQs, internal documentation, and repeatable guidance to reduce recurring help desk volume.
Follow established escalation and support processes when technical intervention is required.
3. Process Execution & Operational Support
Support execution of Sales Operations processes such as:
Pipeline reviews
Deal hygiene checks
Territory or account updates
Tool and process rollouts
Execute defined operational playbooks and recurring processes with consistency.
Assist the Sales Operations Manager in operational projects by owning defined workstreams or execution tasks.
Monitor adherence to Sales processes and surface gaps or breakdowns proactively.
Provide feedback from frontline execution that informs process improvement and tooling decisions.
Ideal Background
2–5+ years of experience in Sales Operations, Business Operations, or CRM-focused analyst roles.
Strong hands-on experience working in Salesforce in a Sales environment.
High attention to detail and comfort working in data-heavy workflows.
Experience supporting frontline Sales teams in a help-desk or enablement capacity.
Comfortable following defined processes with consistency and discipline.
Strong written communication skills and ability to work effectively across time zones.
