Sales Operations Analyst
Listed on 2026-08-29
-
IT/Tech
CRM Systems & Management -
Business
Sales Analyst, CRM Systems & Management
Sales Operations Analyst
Position Title:
Sales Operations Analyst
Department:
Sales Operations
Reports To:
Director of Sales Operations
Direct Reports:
None
Location:
Worthington, Ohio
Experience Level: Early Career
POSITION SUMMARYOPOC.us completed a full Salesforce implementation in June 2025. The Sales Operations function is now responsible for operating that platform, scaling the reporting built on it, and supporting a rapidly growing outbound sales organization.
The Sales Operations Analyst is the second position on this team. The role owns the recurring reporting and data operations that the sales organization depends on and contributes to CRM and lead operations. The position reports directly to the Director of Sales Operations and offers broad exposure across analytics, CRM administration, and go-to-market systems.
This position offers broader exposure than a comparable early-career role at a larger organization. Over the first year, the analyst will work across performance analytics, CRM operations, lead enrichment and deduplication, data quality, compliance operations, and an active platform buildout.
The environment is fast-moving and priorities shift as the platform matures. Candidates who work well with ambiguity and can operate with limited direction will be most successful.
POSITION WITHIN THE ORGANIZATIONSales Operations sits within the sales organization and is responsible for data, analytics, and go-to-market systems — the accuracy, interpretation, and delivery of the metrics the sales floor operates against.
You will partner with the IT team that is separately responsible for platform engineering, including custom development, integrations, and release infrastructure. Sales Operations partners closely with sales leadership, the internal IT team, and our external implementation partners. This role provides regular exposure to each, but the position itself is an analytics and operations role rather than a development role.
ESSENTIAL DUTIES AND RESPONSIBILITIESOther duties may be assigned as business needs require.
Reporting and AnalyticsApproximately half of the role.
- Build and maintain weekly performance reporting for the sales organization, covering call activity, meetings booked and held, conversion rates, and goal attainment
- Produce team-level and representative-level KPI reporting on weekly and monthly cadences
- Reconcile data across multiple system exports, resolving duplicates, name variants, and data gaps prior to reporting
- Build and maintain Salesforce reports, dashboards, and custom report types, expanding self-service reporting for the sales organization
- Investigate and explain variance in reported metrics
- Document methodology and assumptions for all recurring reporting
- Execute data loads and mass updates using Data Loader, following sandbox-first practice
- Maintain record hygiene and manage duplicate records within the platform
- Test and validate new functionality prior to release
- Execute and monitor deduplication, enrichment, and suppression workflows in Zoom Info Operations (Ring Lead)
- Support lead ingestion from multiple data sources and association partners
- Monitor lead scoring model output and elevate anomalies
- Support Telephone Consumer Protection Act (TCPA) and Do Not Call (DNC) compliance operations
- Resolve tier-2 issues routed through the case queue, including troubleshooting, data corrections, and access requests
- Coordinate with designated sales super users, who handle basic navigation and how-to questions, and elevate platform defects to the IT team
- Maintain standard operating procedures and quick-reference materials
- At least One year of experience in an analytical, operations, or CRM-adjacent role, including sales operations, marketing operations, business analysis, reporting, or data coordination
- Advanced Excel proficiency, including pivot tables, lookup functions, nested logic, and multi-tab workbook construction. A practical exercise is included in the interview process.
- Working knowledge of Salesforce, including report building and an understanding of objects and record relationships
- Demonstrated…
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