Sales Operations Engineer: Salesforce & Data Automation

Access | Information Management; Peabody (MA); On-site; USD 90,000 - 120,000; Full time

Job summary

Access Information Management is hiring a Sales Operations Analyst with a strong technical background to help build and run our GTM infrastructure. The role spans sales data, CRM systems, and revenue analytics. We run on Salesforce as our CRM, so hands-on Salesforce capability is a hard requirement.

The ideal candidate is also comfortable querying relational databases and actively uses AI tools to accelerate analysis and automate repetitive work. This is a hands-on role.

Qualifications

• Proficient in Salesforce reporting, dashboards, SOQL, and admin tasks.
• Strong ability to query relational databases for analysis and reporting.
• Experience with data visualization tools (Tableau/PowerBI) and building dashboards.
• Demonstrated use of AI tools in professional/analytical contexts.
• Excellent analytical skills with the ability to interpret data and deliver clear findings.
• Detail-oriented with comfort handling large, messy datasets.
• Self-directed with strong prioritization and delivery capabilities.

Responsibilities

• Maintain data quality in the CRM across accounts, opportunities, contacts, and hierarchies.
• Build and maintain pipeline, forecast, and performance reports in Salesforce and connected BI tools.
• Write SQL/SOQL queries to support ad hoc analysis and recurring reporting.
• Identify and automate repetitive workflows using AI tools and low-code platforms.
• Support lead routing, territory assignment, and opportunity scoring logic.
• Document processes and data definitions to support governance and knowledge transfer.

Skills

Salesforce proficiency

SQL/ SOQL

Data visualization

AI tooling

Data analysis

Attention to detail

Self-directed work

Tools

Smartsheet

Excel modeling

Zapier

Make

Salesforce Flow

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Job description

Access Information Management is hiring a Sales Operations Analyst with a strong technical background to help build and run our GTM infrastructure. The role spans sales data, CRM systems, and revenue analytics. We run on Salesforce as our CRM, so hands-on Salesforce capability is a hard requirement.

The ideal candidate is also comfortable querying relational databases and actively uses AI tools to accelerate analysis and automate repetitive work. This is a hands-on role.