Sales Operations Analyst

OPOC.us; Worthington (OH); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

401(k) with Company matching

Dental insurance

Disability insurance

Health insurance

Paid time off

Paid training

Vision insurance

Job summary

OPOC.us is seeking a Sales Operations Analyst in Worthington, Ohio. The role focuses on recurring reporting, CRM data operations, and platform support across analytics and go-to-market systems.

You will partner with IT and the implementation partner to ensure accurate metrics and scalable reporting for a growing outbound sales function. Within the first year, you will contribute to performance analytics, lead enrichment and deduplication, data quality, and active platform buildout.

Qualifications

• At least one year in an analytical, operations, or CRM-adjacent role (sales ops, marketing ops, business analysis, reporting, data coordination).
• Advanced Excel with pivot tables, lookups, nested logic, multi-tab workbooks.
• Working knowledge of Salesforce, including report building and object relationships.
• Ability to reconcile data across systems with mismatches.
• Practical proficiency with AI tools and applying them to analytics, documentation, and processes.
• Clear written communication to explain analytics to non-technical audiences.

Responsibilities

• Build and maintain weekly performance reporting for the sales organization (activity, meetings, conversions, goals).
• Develop team- and rep-level KPI reporting on cadence.
• Reconcile data across exports and fix duplicates and gaps before reporting.
• Create Salesforce reports and dashboards; expand self-service reporting.
• Document methodologies and assumptions for recurring reporting.
• Support data loads, hygiene, and tests for new functionality.

Skills

Advanced Excel

Salesforce

Data reconciliation

Generative AI tools

Written communication

Tools

Power BI

Tableau

ZoomInfo

Data Loader

Job description

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 SUMMARY

OPOC.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 ORGANIZATION

Sales 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 RESPONSIBILITIES

Other duties may be assigned as business needs require.

Reporting and Analytics

Approximately 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

Salesforce Operations

• 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

Lead Operations

• Execute and monitor deduplication, enrichment, and suppression workflows in ZoomInfo Operations (RingLead)
• 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

User Support and Enablement

• 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

QUALIFICATIONS

Required

• 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 ability to reconcile data across systems where records do not match cleanly
• Practical proficiency with generative AI tools and a working understanding of how to apply them to analytical, documentation, and process tasks
• Sound judgment in evaluating AI-generated output, including the ability to validate results against source data and recognize when output should not be relied upon
• Clear written communication, including the ability to explain analytical findings to non-technical audiences

Preferred

• Salesforce Certified Platform Administrator, or actively pursuing certification
• Experience with deduplication or enrichment tooling such as ZoomInfo, RingLead, LeanData, Openprise, or Cloudingo
• Familiarity with dialer, CTI, or call activity data
• Exposure to Tableau or Power BI; deep proficiency is not expected at this level
• Experience applying AI tools to reporting, data validation, or documentation workflows in a business setting

Additional Considerations

We place significant weight on demonstrated self-direction — evidence of independently learning new tools, building solutions that were not assigned, or identifying data issues before they were raised by others.

WHAT WE OFFER

• Direct mentorship. The role reports to a Director with end-to-end Salesforce implementation experience, with regular exposure to our implementation partner's senior technical team and the internal IT team.
• Defined growth path. The position is structured to progress toward a Senior Sales Operations Analyst role as the function scales.
• Compensation. Base salary of $60,000 to $75,000 depending on experience.
• Benefits:
  • 401(k) with Company matching
  • Dental insurance
  • Disability insurance
  • Health insurance
  • Paid time off
  • Paid training
  • Vision insurance

FIRST-YEAR EXPECTATIONS

Timeframe Expected Progress

• Days 1–30 Develop working knowledge of the Salesforce org, data model, and reporting layer. Observe weekly reporting and commission cycles.
• Days 30–60 Independently produce weekly performance reporting. Support the reporting cycle under supervision.
• Days 60–90 Assume tier-2 support and lead operations responsibilities. Begin identifying process improvements independently.
• Months 4–6 Own lead operations execution and monitoring. Contribute to testing and release validation. Begin solutioning operational improvements.
• Months 6–12 Serve as primary owner of recurring reporting and data operations. Begin executing operational improvements.