Sales Operations Associate – Revenue Tooling

• Identify process gaps, tooling needs, and data quality issues, and help translate them into clear operational or technical requirements
• Improve CRM data quality through cleansing, structuring, enrichment, account maintenance, and execution of account assignments in accordance with established business rules
• Manage third-party tools that support our sales team, including evaluating needs, driving improvements, and helping ensure effective adoption and utilization
• Partner with CRM Technology, Product, Engineering, and other technical teams to support prioritization, scoping, testing, launch, and adoption of tools and solutions that improve workflows for our sales team and cross-functional partners
• Use AI-enabled tools and workflows to improve analysis, documentation, and operational work more effectively

• 2+ years of experience in Sales Operations, Revenue Operations, Technical Program Management, CRM Administration, Data Operations, or a related field
• Bachelor’s degree in a business, marketing, communications, computer science, engineering, or related field, or equivalent practical experience
• Strong working knowledge of Salesforce CRM, including data structure and business process support
• Experience improving data quality and operational rigor through process standardization, governance, and workflow support.
• Ability to gather business requirements and contribute to scalable operational or technical solutions
• Experience partnering with technical teams to support automation, tooling improvements, or system enhancements
• Strong analytical skills, including comfort working with large datasets and tools such as SQL, Tableau, Looker, Google Sheets, or Excel
• Strong project management, communication, and prioritization skills, with the ability to manage multiple work streams in a fast-paced environment.

Demonstrates expertise in Salesforce CRM data management, process standardization, and operational improvements. Proficient in leveraging analytical tools and collaborating with technical teams to enhance sales operations and data quality.

• Salesforce CRM Management
• Data Quality Improvement
• Process Standardization
• Analytical Skills
• Project Management

• Data Operations
• Technical Program Management
• Business Requirements Gathering
• Workflow Support
• SQL
• Tableau
• Looker
• Google Sheets
• Excel

• Communication
• Prioritization
• Analytical Thinking

• Sales Operations
• Revenue Operations
• CRM Administration

• AI-Enabled Tools
• Third-Party Tools