Sales Operations Analyst

Kiavi Funding, Inc.; United States; Hybrid; USD 76,000 - 110,000; Full time

Benefits offered by this job

5% bonus

Benefits

Job summary

Kiavi is seeking a Sales Operations Analyst to support the day-to-day Sales function. This role blends direct sales support, data integrity, and task automation within a hybrid, nationwide remote-friendly environment.

You’ll collaborate with Sales Reps, Leaders, Marketing, and cross-functional teams to drive efficiency. The ideal candidate has 1+ year in Sales Ops, Salesforce experience, and superb attention to detail, communication, and analytical skills.

Qualifications

• 1+ years experience in a Sales Operations capacity.
• Highly detail oriented with strong communication and analytical skills.
• Experience collaborating with sales, marketing and cross-functional teams.

Responsibilities

• Serve as the primary Salesforce and Ops Console support contact for the sales team.
• Own Run the Business tasks: lead/account assignment, data integrity, email triage, dashboards.
• Identify improvements and automate processes to reduce manual work.
• File Jira tickets for production bugs and sales feedback; escalate as needed.
• Maintain documentation for sales processes and Run the Business tasks.
• Assist with build-side SalesOps: fields, Flows, layouts, and list views.
• Help in new sales tool setup, rollout, onboarding, adoption monitoring.
• Create and maintain standardized reports and dashboards to monitor pipeline health.
• Support Salesforce hygiene: data clean-ups and report notifications.
• Lead quarterly projects to elevate sales team efficiency.
• Assist in building Salesforce tools for the New Construction team.

Education

Bachelor's degree

Tools

Salesforce

Job description

This position can be based remotely in any of our approved hiring regions. Our hybrid distributed workforce philosophy allows us to find the best talent in the country and build diverse teams, while allowing our colleagues to work from the location that works best for them. For those who prefer to work in-office, we have locations in San Francisco and Pittsburgh. We also plan to use these spaces to bring together teammates to drive creativity and innovation.

The Role

Kiavi is searching for a Sales Operations Analyst who can support all aspects of the day-to-day Sales function. This role is a mix of direct sales rep support, data integrity, tactical task execution, and task automation. The ideal candidate is highly detail oriented and comfortable getting in the weeds, but is always looking for ways to create efficiencies. You will join a team of stellar Sales and Marketing Operations analysts, and work closely with Sales Representatives, Sales Leaders, Marketing, and Cross-functional teams.

Responsibilities

• Serve as the primary point of contact for Salesforce and Ops Console user support, addressing and resolving questions from the sales team.
• Own daily, weekly and monthly "Run the Business" operations, such as lead/account assignment, data integrity updates, email triaging, and report building
• Identify areas for improvement, optimize current tasks, and automate manual processes to enhance efficiency. We are always looking to reduce manual work.
• Act as the first line of defense for production support bugs and feature feedback, filing Jira tickets on behalf of the sales team and escalating as needed.
• Maintain comprehensive documentation for all sales processes and Run the Business tasks.
• Actively learn about the "build" side of SalesOps, assisting with field creation, Flows, page layouts, and list views when possible.
• Assist in new sales tool setup, training, rollout, onboarding, and adoption monitoring.
• Create and maintain standardized reports and dashboards to monitor pipeline health, data integrity, and key performance indicators in Salesforce.
• Support the hygiene and administration of Salesforce through routine data clean-ups and report notifications.
• Execute quarterly projects aimed at elevating sales team efficiency and efficacy.
• Assist in building out Salesforce tools for the New Construction team

Requirements

• Bachelor’s degree
• 1+ years experience in a Sales Operations capacity
• Experience using Salesforce
• Highly detail oriented
• Excellent verbal and written communication skills
• Ability to manage time effectively across multiple work streams, and juggle multiple projects
• Strong analytical skills, thrives in a data rich environment
• Experience collaborating effectively with business stakeholders, sales reps, and cross functional teams
• Able to create thorough documentation of work

Kiavi takes a market-based approach to pay, and pay may vary depending on your location. The expected annualized base pay range for this full-time role to be performed remotely is 76K - 110K + 5% bonus + benefits. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries. Within the range, the successful candidate’s starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. Your recruiter can share more about the specific base pay range for your preferred location during the hiring process. Please note that the pay range listed above reflects the base salary only, and does not include the target value of bonus, equity, or benefits.

Kiavi is an Equal Opportunity Employer
San Francisco Fair Chance Ordinance Police Code, Article 49
We use E-Verify to confirm the identity and employment eligibility of all new hires.