Sales Operations Analyst: Salesforce & AI Analytics

Access | Information Management; Peabody (MA); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

Competitive base pay + annual bonus

Medical, Dental, Vision, Disability, &

Self-Managed PTO, 8 paid holidays, and

401(k) retirement plan with company 3%

Training and growth opportunities

Job summary

Access Information Management is seeking a Sales Operations Analyst to build and run our GTM infrastructure, spanning sales data, CRM, and revenue analytics. Salesforce is a hard requirement, and the candidate should also query relational databases and leverage AI tools to accelerate analysis and automate repetitive work.

The role collaborates with Sales, Finance, and IT to ensure data quality, scalable processes, and insightful metrics, contributing to governance and data-driven decision

Qualifications

• Salesforce proficiency: reporting, dashboards, SOQL, object relationships, and basic administration.
• SQL or equivalent ability to query relational databases for analysis and reporting.
• Familiar with data visualization tools such as Tableau or PowerBI, and demonstrated creation of visualized metrics or dashboards.
• Demonstrated use of AI tools in a professional or analytical context.
• Strong analytical skills with the ability to interpret data and present clear findings.
• Attention to detail and comfort working with large, sometimes messy datasets.
• Self-directed work style with the ability to manage priorities and deliver without heavy oversight.

Responsibilities

• Maintain accurate CRM data across accounts, opportunities, contacts, and hierarchies.
• Audit and remediate data quality issues including duplicates, missing fields, and hierarchy misalignments.
• Support configuration updates including fields, workflows, validation rules, and user management.
• Partner with data governance initiatives including deduplication, enrichment, and DUNS hierarchy alignment.
• Build and maintain pipeline, forecast, and performance reports in Salesforce and connected BI tools.
• Write SQL or SOQL queries against relational databases to support ad hoc analysis and recurring reporting.
• Translate raw data pulls into structured findings ready for senior sales and finance audiences.
• Support weekly and monthly forecast cycles with data preparation, variance analysis, and commentary inputs.
• Identify manual or repetitive workflows across sales ops and automate them using AI tools, Salesforce flows, or low-code platforms.
• Build and maintain integrations between CRM, reporting tools, and data sources to reduce manual handoffs.
• Support lead routing, territory assignment, and opportunity scoring logic as these systems evolve.
• Contribute to the design and maintenance of the GTM tech stack, flagging gaps, redundancies, and improvement opportunities.
• Use AI tools as part of daily work, including drafting, analysis, data interpretation, and automation prototyping.
• Identify use cases where AI can reduce cycle time on reporting, commentary, or data cleaning tasks and propose implementations.
• Stay current on relevant AI tools and surface opportunities to apply them in the sales ops context.
• Support quota allocation, territory modeling, and compensation operations with data preparation and validation.
• Serve as a reliable data resource for Sales, Finance, and IT on questions involving CRM data, pipeline metrics, and reporting logic.
• Document processes, data definitions, and system logic to support governance and knowledge transfer.

Skills

Salesforce proficiency

SQL

Data visualization (Tableau/PowerBI)

AI tools usage

Strong analytical skills

Attention to detail

Self-directed work style

Job description

Access Information Management is seeking a Sales Operations Analyst to build and run our GTM infrastructure, spanning sales data, CRM, and revenue analytics. Salesforce is a hard requirement, and the candidate should also query relational databases and leverage AI tools to accelerate analysis and automate repetitive work.

The role collaborates with Sales, Finance, and IT to ensure data quality, scalable processes, and insightful metrics, contributing to governance and data-driven decision