Sales Operations Analyst - CRM & Data Insights

Gordon Brothers; Boston (MA); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Base salary and bonus plan

Health insurance

Dental benefits

401(k) match

Paid time off

Job summary

Gordon Brothers in Boston is seeking an Associate, Sales Operations to support the market-facing team by enhancing processes and managing data to improve sales efficiency. This role reports to the Senior Director, Head of Sales Operations and helps ensure data-driven decisions align with the company’s growth goals.

You will own CRM projects, adoption, data management, reporting, and dashboard development in Power BI, collaborating with marketing, finance, and sales.

Qualifications

• Bachelor’s degree in finance, business administration, data analytics, information systems or the like.
• 2-5 years’ experience with sales analysis, data management, or related fields.
• Proficiency in CRM systems (e.g., Salesforce) and Excel are a must. Other data analysis tools (e.g., Power BI, Tableau) are a plus.
• Experience in project management a plus.

Responsibilities

• CRM Projects: Support efforts to enhance Salesforce to be fit for purpose through requirements gathering with user groups, requirements documentation, design review with CRM admin, testing, implementation and training
• CRM Adoption: Continuously train sales staff on CRM best practices to ensure data quality and consistency
• CRM Account Data Management: Maintain account data including account hierarchies
• CRM Reporting: Create and maintain Salesforce reporting for Sales teams. Work closely with Digital Transformation Team for requirements for Power BI dashboards that contain Salesforce data
• Dashboard Creation: Develop and maintain sales performance dashboards in Power BI
• CRM/Marketing Integration: Partner closely with Marketing to ensure CRM supports hand offs between marketing and sales efforts
• Process Improvement: Develop and implement sales processes that streamline operations and improve efficiency.
• Collaboration: Work closely with sales, marketing, finance, and other departments to support the business’s growth initiatives

Skills

Data analysis

Sales analysis

CRM systems

Power BI

Excel

Cross-functional collaboration

Education

Bachelor’s degree in finance, business administration, data analytics, information systems or the like

Tools

Salesforce

Power BI

Tableau

Excel

Job description

Gordon Brothers in Boston is seeking an Associate, Sales Operations to support the market-facing team by enhancing processes and managing data to improve sales efficiency. This role reports to the Senior Director, Head of Sales Operations and helps ensure data-driven decisions align with the company’s growth goals.

You will own CRM projects, adoption, data management, reporting, and dashboard development in Power BI, collaborating with marketing, finance, and sales.