Sales Operations Analyst

Actionstep; Toronto; On-site; CAD 60,000 - 75,000; Full time

Job summary

A leading software company in Toronto is looking for a Salesforce Administrator to support and improve revenue systems. This role involves troubleshooting Salesforce issues, monitoring data quality, and creating documentation. The ideal candidate has 2-3 years of Salesforce admin experience, strong problem-solving skills, and a keen attention to detail. The role offers a salary range of CAD 60-75k, robust benefits, and a flexible work environment.

Benefits

Robust medical, dental, vision offerings

RRSP with company match

Flexible working and PTO

Take your birthday off

Frequent team building events

Fantastic training and development opportunities

Qualifications

• Experience troubleshooting user issues related to permissions, visibility, and workflow behavior.
• Strong attention to detail working with structured data.
• Ability to manage multiple operational requests.

Responsibilities

• Serve as first-line support for Salesforce-related requests from various departments.
• Monitor and improve data quality across Salesforce objects.
• Create and maintain Salesforce documentation and training materials.

Skills

Salesforce administration

Data quality management

Strong communication

Problem-solving

Project management

Education

2-3 years of hands-on Salesforce administration experience

Basic understanding of sales processes

Tools

Salesforce

Excel

Outreach

6sense

Ortto

Proposify

Job description

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. 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

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 RevOps
• 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 materials
• Support onboarding and training for new Sales team members
• Promote best practices for CRM usage and data hygiene

Relationship Management

• Build and maintain strong working relationships with all internal and external parties ensuring transparent, proactive and effective communication always.
• Attending and proactively contributing to customer, partner and internal meetings with the view to add value in a constructive manner.

Professional Development

• Actively looking to build own career through delivery of self and assisted professional development initiatives.
• Being a thought leader both within Actionstep but also in the wider industry.
• Staying abreast of industry best practice patterns, products and technologies and assisting in process improvement activities as required.

Continuous Improvement

• Proactive in identifying and participating in the continuous improvement of processes and procedures within the team.
• Actively contribute to the development and maintenance of a strong department culture ensuring knowledge and experience is shared.

  Health & Safety

  • Assume responsibility for your own and others safety and wellbeing, following all safety and wellbeing procedures and instructions, including reporting hazards, incidents and accidents and participating in safety and wellbeing initiatives and programmes as required.

  Other Responsibilities

  • Undertaking any other reasonable duties as required

  EXPERIENCE & QUALIFICATIONS

  • Required
  • 2-3 years of hands-on Salesforce administration experience, including but not limited to, familiarity with Salesforce object model, and experience troubleshooting user issues related to permissions, visibility, and workflow behavior.
  • Experience building reports in both Salesforce and excel.
  • Strong attention to detail and comfort working with structured data.
  • Ability to manage multiple operational requests in a fast-paced, sales-driven environment.
  • Strong written and verbal communication skills.
  • Strong problem-solving mindset and comfort with ambiguity.
  • Comfort communicating with both technical and non-technical stakeholders.
  • High degree of ownership and follow-through.
  • Eagerness to learn Salesforce and Revenue Operations best practices.
  • Basic understanding of sales processes (lead → opportunity → close → onboarding).
  • Preferred
  • Project Management Experience.
  • Experience or exposure to tools like Outreach, 6sense, Ortto, Proposify, or similar platforms.
  • Experience in Sales Operations, RevOps, Business Operations, or Customer Operations.

  This role reports to:

  Director Sales Operations

  METRICS OF SUCCESS

  • High-quality, reliable data resulting in trusted, accurate reporting, with minimal manual workarounds.
  • Strong system adoption and sales productivity, with consistent usage and positive user feedback.
  • Reliable, well-aligned GTM systems, with minimal integration issues and fast resolution of blockers.
  • Fast, predictable delivery of operational improvements, with a small, well-managed backlog.
  • Scalable, documented, and continuously improving processes and automation.

  Join our inspirational working environment!

  We have a fantastic and inspirational working environment!

  • Robust medical, dental, vision offerings
  • RRSP with company match
  • Flexible working and PTO
  • Take your birthday off
  • Frequent team building events
  • Fantastic training and development opportunities
  • $60-75k CAD salary range
  Join our inspirational working environment!