Job Summary
The Sales Analyst is responsible for the day-to-day execution of CRM hygiene, data integrity, and serves as a backup to frontline operational support for the Sales organization. This role assumes ownership of CRM cleanliness and operational enforcement, allowing the Sales Operations Manager to focus on broader tooling, cross-functional initiatives, and project leadership.
This role is highly operational and execution-focused, with a strong emphasis on data quality, process adherence, issue resolution, and responsiveness to Sales needs.
Core Responsibilities
- CRM Hygiene & Data Integrity (Primary Focus)
- Own CRM data quality standards across all Sales-facing objects.
- Execute daily, weekly, and monthly hygiene routines to ensure data accuracy and consistency.
- Enforce expectations for required fields and field completeness.
- Enforce expectations for opportunity stage progression and close-date accuracy.
- Enforce expectations for account and hierarchy usage.
- Enforce expectations for activity logging and basic usage standards.
- Identify, triage, and remediate:
- Duplicate records.
- Orphaned accounts, contacts, and opportunities.
- Stale or inactive pipeline.
- Incomplete, conflicting, or inconsistent data entries.
- Partner with Sales leadership and Sales Operations Manager to reinforce accountability for CRM usage and compliance.
- Serve as the operational owner for CRM cleanliness, escalating systemic issues or automation gaps to the Sales Operations Manager and IT as needed.
- Maintain and distribute standard Salesforce reports and dashboards to provide operational visibility (non-analytics, non-predictive).
This scope directly aligns with known CRM health challenges and ongoing cleanup initiatives documented in Sales Operations priorities.
Sales Help Desk & Frontline Support (Shared Responsibility)
- Act as a first point of contact for Sales-related operational questions and issues, particularly during U.S. off-hours.
- Support Salesforce and tool usage questions, including access issues, routing errors, workflow confusion, and basic reporting requests.
- Triage incoming issues and determine whether they can be resolved operationally or require escalation.
- Document issues clearly and elevate to the Sales Operations Manager or IT with strong business context.
- Maintain FAQs, internal documentation, and repeatable guidance to reduce recurring help desk volume.
- Follow established escalation and support processes when technical intervention is required.
Process Execution & Operational Support
- Support execution of Sales Operations processes such as:
- Pipeline reviews
- Deal hygiene checks
- Territory or account updates
- Tool and process rollouts
- Execute defined operational playbooks and recurring processes with consistency.
- Assist the Sales Operations Manager in operational projects by owning defined workstreams or execution tasks.
- Monitor adherence to Sales processes and surface gaps or breakdowns proactively.
- Provide feedback from frontline execution that informs process improvement and tooling decisions.