Salesforce Ops Analyst - Strategy & Insights

Penumbrainc

Alameda (CA)

On-site

USD 105,000 - 135,000

Full time

14 days+

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Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with employer match

Paid parental leave

Eleven paid company holidays

Vacation accrual

Job summary

Penumbra, Inc. in Alameda, CA seeks a Sales Ops Salesforce Business Analyst to drive data-driven sales performance and scalable Salesforce solutions.

You will partner with commercial leadership to define strategies, own end-to-end Salesforce processes, and deliver dashboards that guide executive decisions. We value a Salesforce expert with 5+ years of experience, strong data modeling, CRM governance, and proficiency with Tableau/Power BI.

Qualifications

Bachelor’s degree in business, Information Systems, Computer Science, or a related field with 5+ years of experience, or equivalent combination of education and experience in Sales Operations, Business Analysis, or a related field.
Proven experience in Salesforce administration and reporting (Sales Cloud, Service Cloud, CPQ, etc.).
Experience in a fast-paced, cross-functional environment (SaaS, healthcare, etc.).
Familiarity with CRM governance, data quality, and master data management.
Strong knowledge of Salesforce data models, workflows, validation rules, and automation tools (e.g., Flow, Process Builder).
Experience with Salesforce integrations and third‑party tools (e.g., Tableau, Power BI, Outreach, LeanData, ZoomInfo).
Proficiency in Excel, SQL, and data visualization tools.
Strong oral, written, and interpersonal communication skills.
High degree of accuracy and attention to detail.
Excellent organizational skills with the ability to prioritize assignments while handling various projects simultaneously.

Responsibilities

Partner with commercial leadership to define and execute sales strategies.
Lead cross-functional projects to align sales, marketing, medical education, operations, legal, and customer success workflows.
Serve as the primary commercial point of contact, owning end-to-end system processes to ensure alignment with business objectives and customer expectations.
Champion and protect the customer relationship by proactively managing commercial priorities, resolving conflicts, and driving value delivery across stakeholders.
Oversee the design, configuration, and governance of Salesforce to support evolving business needs.
Establish and enforce data quality standards and governance frameworks within Salesforce.
Lead initiatives to optimize the end-to-end sales process, from lead management, quote generation, alignments, customer master, etc.
Identify and implement process improvements that increase efficiency and scalability, with the goal of revenue growth in mind.
Drive adoption of Salesforce best practices across global sales teams.
Ensure consistent, accurate, and actionable data across all sales systems.
Support the integrity, accuracy, and integration of customer master data, including but not limited to customer alignments, organization hierarchy, roles, relationships, etc.
Ensure that data integration, workflows, processes, and logic work seamlessly and systematically.
Provide deep analysis of pipeline health, sales performance, and forecasting accuracy.
Deliver dynamic dashboards and reports that inform strategic decisions.
Adhere to the Company’s Quality Management System (QMS) as well as domestic and global quality system regulations, standards, and procedures.
Understand relevant security, privacy and compliance principles and adhere to the regulations, standards, and procedures that are applicable to the Company.
Ensure other members of the department follow the QMS, regulations, standards, and procedures.
Perform other work-related duties as assigned.