Sales Operations Analyst – Pipeline & CRM Automation Lead

Cadence; Massachusetts; On-site; USD 90,000 - 120,000; Full time

Job summary

Cadence is seeking a results-oriented Sales Operations Analyst who will own lead-to-cash processes, CRM automation, and pipeline reporting across direct and indirect sales channels.

You will build dashboards in Salesforce and HubSpot, manage LeanData routing, and partner with cross-functional teams to optimize data quality, segmentation, and ROI measurement. The role requires 5+ years in sales operations within a global B2B tech environment.

Qualifications

• Undergraduate degree in business or related field.
• Minimum 5 years of sales analyst and sales operations experience in a global, B2B technology company.
• Strong knowledge of the sales technology landscape and CRM tools (Salesforce, HubSpot, Dynamics, LeanData).
• Experience managing customer data, audience segmentation, and targeting.
• Experience tracking ROI, analyzing trends, and providing metrics.

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 initiatives in Salesforce, including lead lifecycle, lead status, and data cleansing.
• Understand and evaluate pipeline generation metrics and share campaign performance with stakeholders.

Skills

Sales analytics

CRM strategy

Data interpretation

Cross-functional collaboration

Business acumen

Education

Bachelor's degree in business or related field

Tools

Salesforce

HubSpot

LeanData

Microsoft Dynamics

Job description

Cadence is seeking a results-oriented Sales Operations Analyst who will own lead-to-cash processes, CRM automation, and pipeline reporting across direct and indirect sales channels.

You will build dashboards in Salesforce and HubSpot, manage LeanData routing, and partner with cross-functional teams to optimize data quality, segmentation, and ROI measurement. The role requires 5+ years in sales operations within a global B2B tech environment.