CRM & Operations Analyst

About brightfin

brightfin is the AI-powered Financial Management Intelligence Platform for Enterprise IT, helping Fortune 500 and mid-market CFOs, CIOs, and IT finance teams understand, govern, and optimize technology spend across telecom, Fin Ops, and IT asset management. Our customers include large healthcare systems, financial institutions, and global enterprises — organizations where data security and trust are non‑negotiable.

brightfin's sales team is growing, and the systems and processes behind it need to grow with it. The CRM & Ops Analyst owns the day-to-day health of brightfin's CRM (Zoho) and the operational backbone that supports the sales team: clean data, reliable reporting, and processes that hold up as headcount increases. You'll be the person sales, sales leadership, and cross-functional partners in marketing, finance, and customer success turn to when they need the pipeline data or process to be right the first time.

This is a hands‑on, individual‑contributor role at a company still building its sales operations function from a small base — expect to work close to the details, not just the strategy.

• Own day‑to‑day administration of Zoho CRM: user and role management, workflow and automation configuration, field and layout changes, and third‑party integrations.
• Creation of new automations to support increased deal volume as the company scales.
• Maintain data integrity — deduplication, validation rules, and routine audits — so pipeline, account, and contact data can be trusted.
• Document CRM configuration and processes so they're repeatable as the sales team scales.

• Support pipeline management, forecasting, and quota tracking for the sales team.
• Support the deal desk approval process — tracking deal terms and approvals and flagging exceptions for Sales Operations and Finance.
• Manage lead routing and territory assignment rules in partnership with marketing and sales leadership.
• Execute post‑sale deals processing for handoff to finance and customer success.
• Use of AI tools to increase sales and marketing efficiency.

• Build and maintain dashboards and reports covering pipeline health, funnel conversion, quota attainment, and other core sales KPIs.
• Prepare recurring reporting for sales leadership, and ad hoc analysis to support board and leadership‑level questions.
• Identify trends and process breakdowns in the data and bring them to Sales Operations leadership with a recommendation, not just a chart.

• Partner with marketing on lead handoff and campaign tracking inside the CRM.
• Partner with customer success and finance on renewal and account data continuity as deals move from sales to post‑sale.
• Serve as a point of contact for sales reps on day‑to‑day CRM questions and requests.
• Cross‑train with Sales Operations on order form & contract generation, board & leadership collateral preparation, sales onboarding, and sales training.

• 2–4 years of experience in sales operations, revenue operations, CRM administration, or a business/data analyst role.
• Hands‑on CRM administration experience — Zoho, Salesforce, Hub Spot, or a comparable platform. Zoho experience is a strong plus given brightfin's stack.
• Experience in a B2B SaaS environment preferred.
• Experience with sales onboarding & training a plus.

• Advanced Excel/Google Sheets skills; comfortable building dashboards in tools like Zoho Analytics, Looker, Tableau, or Power BI.
• High attention to detail and a strong bias toward clean, trustworthy data.
• Process‑minded — able to document and improve a workflow, not just execute it.
• Comfortable in a small, fast‑moving operations team where the function is still being built.
• SQL/lead flow proficiency is a plus, not a requirement.

• Bachelor's degree in business, analytics, or a related field, or equivalent professional experience.

• Direct Zoho CRM administration experience.
• Experience supporting a deal desk or deal‑approval workflow.
• Experience at a PE‑backed or growth‑stage SaaS company.
• Familiarity with IT spend…