Sales Operations Analyst: Lead-to-Cash & CRM Automation

Cadence; Rhode Island; On-site; USD 110,000 - 150,000; Full time

Job summary

Cadence is seeking a Sales Operations Analyst to design and optimize lead-to-cash processes, leveraging automation and CRM reporting to drive pipeline for direct and indirect sales channels.

The role collaborates with cross-functional teams to standardize CRM flows, manage global lead routing, and train sales groups on processes, with strong emphasis on Salesforce and LeanData integration for scalable, data-driven operations.

Qualifications

• An undergraduate degree in business or a related field.
• Minimum of 5 years of sales analyst and sales operations experience in a global, B2B technology company.
• Strong knowledge of the sales technology landscape and solutions.
• Excellent understanding of sales automation strategy and CRM tools experience (e.g., Salesforce, HubSpot, Microsoft Dynamics, LeanData).
• Experience managing customer data, audience segmentation, and targeting.
• Understanding of the entire funnel performance and growth levers for each funnel stage.
• Experience working with sales teams to understand needs and integrate them into their processes.
• Experience in tracking ROI, analyzing trends, and providing metrics.
• Excellent PC skills, including Microsoft Word, MS Office, Excel, and PowerPoint.

Responsibilities

• Build reports and dashboards in Salesforce and HubSpot.
• Manage the lead routing and CRM automation tool, LeanData.
• Manage additional Sales automation efforts and processes using CRM sequences and workflows.
• Implement automated processes and templates to support pipeline generation programs and business initiatives.
• Ensure data structure, integrity, segmentation, and collection processes are aligned with reporting and business needs.
• Define/build database workflow triggers, create rules, build segmentation and suppression lists, test, and experiment.
• Support important initiatives in Salesforce, such as assisting with the lead lifecycle, lead status, lead nurturing, segmentation, and data cleansing.
• Understand and evaluate pipeline generation metrics and distribute campaign performance to internal stakeholders.

Skills

Sales analytics

CRM software

Data segmentation

Reporting dashboards

Cross-functional collaboration

ROI analysis

Lead routing automation

Education

Bachelor's degree in business

Tools

Salesforce

HubSpot

LeanData

MS Dynamics

Job description

Cadence is seeking a Sales Operations Analyst to design and optimize lead-to-cash processes, leveraging automation and CRM reporting to drive pipeline for direct and indirect sales channels.

The role collaborates with cross-functional teams to standardize CRM flows, manage global lead routing, and train sales groups on processes, with strong emphasis on Salesforce and LeanData integration for scalable, data-driven operations.