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.
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Own CRM data quality standards across all Sales-facing objects.
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Execute daily, weekly, and monthly hygiene routines to ensure data accuracy and consistency.
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Enforce expectations for:
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Required fields and field completeness
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Opportunity stage progression and close-date accuracy
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Account and hierarchy usage
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Activity logging and basic usage standards
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Identify, triage, and remediate:
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Duplicate records
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Orphaned accounts, contacts, and opportunities
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Stale or inactive pipeline
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Incomplete, conflicting, or inconsistent data entries
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Partner with Sales leadership and Sales Operations Manager to reinforce accountability for CRM usage and compliance.
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Serve as the operational owner for CRM cleanliness, escalating systemic issues or automation gaps to the Sales Operations Manager and IT as needed.
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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.
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Act as a first point of contact for Sales-related operational questions and issues, particularly during U.S. off-hours.
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Support Salesforce and tool usage questions including:
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Access issues
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Routing errors
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Workflow confusion
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Basic reporting requests
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Triage incoming issues and determine whether they can be resolved operationally or require escalation.
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Document issues clearly and escalate to the Sales Operations Manager or IT with strong business context.
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Maintain FAQs, internal documentation, and repeatable guidance to reduce recurring help desk volume.
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Follow established escalation and support processes when technical intervention is required.
3. Process Execution & Operational Support
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Support execution of Sales Operations processes such as:
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Pipeline reviews
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Deal hygiene checks
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Territory or account updates
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Tool and process rollouts
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Execute defined operational playbooks and recurring processes with consistency.
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Assist the Sales Operations Manager in operational projects by owning defined workstreams or execution tasks.
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Monitor adherence to Sales processes and surface gaps or breakdowns proactively.
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Provide feedback from frontline execution that informs process improvement and tooling decisions.
Ideal Background
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2–5+ years of experience in Sales Operations, Business Operations, or CRM-focused analyst roles.
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Strong hands-on experience working in Salesforce in a Sales environment.
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High attention to detail and comfort working in data-heavy workflows.
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Experience supporting frontline Sales teams in a help-desk or enablement capacity.
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Comfortable following defined processes with consistency and discipline.
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Strong written communication skills and ability to work effectively across time zones.
