Sales Operations Analyst

Position Summary

Access Information Management is hiring a Sales Operations Analyst with a strong technical background to help build and run our GTM infrastructure. The role spans sales data, CRM systems, and revenue analytics. We run on Salesforce as our CRM, so hands-on Salesforce capability is a hard requirement. The ideal candidate is also comfortable querying relational databases and actively uses AI tools to accelerate analysis and automate repetitive work.

Position Summary

Access Information Management is hiring a Sales Operations Analyst with a strong technical background to help build and run our GTM infrastructure. The role spans sales data, CRM systems, and revenue analytics. We run on Salesforce as our CRM, so hands-on Salesforce capability is a hard requirement. The ideal candidate is also comfortable querying relational databases and actively uses AI tools to accelerate analysis and automate repetitive work.
This is a hands-on role. Day-to-day work includes pipeline reporting, data quality, and forecast support, but this is as much an engineering role as a reporting one. We expect this person to spend real time on the systems themselves: building and improving the workflows, integrations, and automation that make the sales team more effective and the data more reliable.


Key Responsibilities

• Maintain accurate CRM data across accounts, opportunities, contacts, and hierarchies
• Audit and remediate data quality issues including duplicates, missing fields, and hierarchy misalignments
• Support configuration updates including fields, workflows, validation rules, and user management
• Partner with data governance initiatives including deduplication, enrichment, and DUNS hierarchy alignment

• Build and maintain pipeline, forecast, and performance reports in Salesforce and connected BI tools
• Write SQL or SOQL queries against relational databases to support ad hoc analysis and recurring reporting
• Translate raw data pulls into structured findings ready for senior sales and finance audiences
• Support weekly and monthly forecast cycles with data preparation, variance analysis, and commentary inputs

• Identify manual or repetitive workflows across sales ops and automate them using AI tools, Salesforce flows, or low-code platforms
• Build and maintain integrations between CRM, reporting tools, and data sources to reduce manual handoffs
• Support lead routing, territory assignment, and opportunity scoring logic as these systems evolve
• Contribute to the design and maintenance of the GTM tech stack, flagging gaps, redundancies, and improvement opportunities

• Use AI tools (including large language models) as part of daily work, including drafting, analysis, data interpretation, and automation prototyping
• Identify use cases where AI can reduce cycle time on reporting, commentary, or data cleaning tasks and propose implementations
• Stay current on relevant AI tools and surface opportunities to apply them in the sales ops context

• Support quota allocation, territory modeling, and compensation operations with data preparation and validation
• Serve as a reliable data resource for Sales, Finance, and IT on questions involving CRM data, pipeline metrics, and reporting logic
• Document processes, data definitions, and system logic to support governance and knowledge transfer

• Salesforce proficiency: reporting, dashboards, SOQL, object relationships, and basic administration
• SQL or equivalent ability to query relational databases for analysis and reporting
• Familiar with data visualization tools such as Tableau or PowerBI, and demonstrated creation of visualized metrics or dashboards
• Demonstrated use of AI tools in a professional or analytical context
• Strong analytical skills with the ability to interpret data and present clear findings
• Attention to detail and comfort working with large, sometimes messy datasets
• Self-directed work style with the ability to manage priorities and deliver without heavy oversight

• Familiarity with data governance practices including…