Sales Operations Analyst - Global Legal Tech SaaS

Are you passionate about turning sales data, systems, and processes into real commercial impact?

Ready to play a hands-on role in scaling a fast-growing, global Legal Tech SaaS business?

Actionstep is looking for a Sales Operations Analyst to help power our go-to-market engine, strengthen trust in our data, and enable our revenue teams to perform at their best. If you love Salesforce, enjoy solving operational puzzles, and thrive at the intersection of people, process, and technology, this could be your next big move.

The Role at a Glance:

Sales Operations Analyst
Toronto, Canada
$70-85k salary range
Plus Great Benefits & Perks

Who we are:

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 Sales Operations Analyst 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.

In this role, you will:

Salesforce Administration & User Support:

• 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

Data Quality & Hygiene:

• 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

Automation & Process Support:

• 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

Reporting & Sales Insights:

• Help build and maintain Salesforce reports and dashboards for Sales leadership and Rev Ops

• Investigate and help resolve data and reporting inconsistencies

GTM Systems Support:

Support operational workflows across the go-to-market tech stack, including but not limited to:

• Salesforce (CRM, reporting, automation)

• Outreach (sales engagement and sequencing)

• 6sense (intent data and account targeting)

• Ortto (marketing automation)

• Proposify (proposal generation)

• Help ensure data flows correctly between systems and flag issues when discrepancies arise

• Assist with user questions related to these tools and their Salesforce integrations

User Enablement:

• Create and maintain Salesforce documentation, process guides, and training…