Sales Operations Analyst

Overview

Actionstep is a pioneer in the development and sale of software-as-a-service (SaaS) products, specializing in the delivery of Legal Practice Management and Legal Accounting software. We are a fast-growing, dynamic business with a global customer base of more than 50,000 and a team of over 250 in the USA, Australia, UK, Canada and New Zealand.

Actionstep is expanding its product portfolio and adding richer AI functionality across the platform to deepen customer value, accelerate cross-sell revenue, and introduce new add-on modules that increase competitive differentiation. This role leads the planning, execution, and evangelizing of new product creation for our global markets.

THE PURPOSE OF YOUR ROLE

The purpose of this role is to support and improve revenue systems, data, and processes that enable sales execution, forecasting, and growth across the business. This includes helping ensure Salesforce and the broader GTM tech stack are reliable, accurate, and aligned to support pipeline generation, deal execution, and customer expansion.

A key part of this role is partnering with Sales, Marketing, Customer Success, and Finance to understand their operational needs and help translate them into effective systems and workflows. Through clear communication, attention to detail, and a strong service mindset, this role helps build trust in our data, confidence in our systems, and alignment across teams.

This role supports the company's ability to scale by improving how we use technology, automation, and data to enable revenue growth and deliver a better experience for both customers and internal teams.

ABOUT YOU

You are a commercially minded systems and operations professional who connects the dots between revenue strategy, sales execution, and the technology that enables it. You bring a strong cross-functional mindset, working closely with Sales, Marketing, Customer Success, and Finance to understand needs and translate them into scalable processes and systems. You enjoy turning complexity into clarity — improving data quality, streamlining workflows, and ensuring teams have accurate, actionable information to perform at their best.

You communicate confidently with both technical and non-technical stakeholders and take pride in enabling others through better systems and insights. You are excited by modern go-to-market technology, automation, and the potential of AI to improve efficiency, forecasting, and customer experience. You take ownership of your work, follow through on commitments, and hold a high bar for quality and reliability.

WHAT YOU WILL BE DOING

• Serve as first-line support for Salesforce-related requests and questions from Sales, SDR, Marketing, CS, and Partnerships
• Troubleshoot common Salesforce issues (access, visibility, errors, workflow behavior, reporting discrepancies)
• Assist with user onboarding/offboarding, profiles, permission sets, and role hierarchy updates
• Support updates to fields, page layouts, record types, and picklists
• Escalate architectural or high-risk changes to the Director of Sales Operations

• Monitor and improve data quality across Contacts, Accounts, Opportunities, Activities, and related objects
• Assist with duplicate management, normalization, and cleanup efforts
• Support data imports/exports and enrichment processes
• Help maintain alignment between Salesforce and connected systems

• Assist in building and maintaining simple Salesforce Flows, validation rules, and automation under guidance
• Help test and QA changes in sandboxes before production deployment
• Support documentation of Salesforce processes and system behavior
• Help build and maintain Salesforce reports and dashboards for Sales leadership and Rev Ops
• Investigate and help resolve data and reporting inconsistencies

• Support operational workflows across the go-to-market tech stack, including but not limited to:
• Outreach (sales engagement and sequencing)
• 6sense (intent data and account targeting)
• Ortto (marketing automation)
• Help ensure data flows correctly between systems and flag issues when discrepancies arise
• Assist…