Sales Ops Engineer: Salesforce + AI Automation

accesscorpcareers; Peabody (MA); Remote; USD 85,000 - 120,000; Full time

Benefits offered by this job

Annual bonus

Medical, Dental, Vision

PTO and holidays

401(k) match

Training and growth opportunities

Job summary

Access Information Management is seeking a Sales Operations Analyst to own Salesforce data quality, pipeline reporting, and revenue analytics. The role blends engineering with analytics, focusing on building workflows, integrations, and automation that improve data reliability and sales effectiveness.

You will work hands-on with Salesforce, SQL, and BI tooling, driving data governance and cross-functional collaboration across Sales, Finance, and IT.

Qualifications

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

Responsibilities

• Maintain CRM data accuracy 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.
• Build and maintain pipeline, forecast, and performance reports in Salesforce and BI tools.
• Write SQL or SOQL queries for ad hoc analysis and recurring reporting.
• Translate raw data into structured findings for senior sales and finance audiences.
• Identify and automate repetitive workflows using AI tools, flows, or low-code platforms.

Skills

Salesforce proficiency

SQL for analysis

Data visualization

AI tooling in work

Analytical thinking

Attention to detail

Self-directed work style

Tools

Tableau

PowerBI

SOQL

Salesforce Flows

Smartsheet

Excel

Zapier/Make/n8n

Job description

Access Information Management is seeking a Sales Operations Analyst to own Salesforce data quality, pipeline reporting, and revenue analytics. The role blends engineering with analytics, focusing on building workflows, integrations, and automation that improve data reliability and sales effectiveness.

You will work hands-on with Salesforce, SQL, and BI tooling, driving data governance and cross-functional collaboration across Sales, Finance, and IT.