Staff Sales Operations Analyst

Cadence; Cary (NC); On-site; USD 85,000 - 125,000; Full time

Job summary

Cadence is seeking a Sales Operations Analyst in the United States to optimize lead-to-cash processes and drive pipeline generation for direct and channel sales. You will design and implement standardized CRM flows, develop reports, and collaborate with cross-functional teams to automate lead routing and analytics.

The role emphasizes Salesforce and LeanData proficiency, experience with lead lifecycle management, data quality, and performance measurement to empower sales growth across global

Qualifications

• 5+ years in sales analysis and operations in a global B2B tech company.
• Strong knowledge of CRM tools (Salesforce, HubSpot, LeanData).
• Experience with data-driven pipeline generation and ROI tracking.

Responsibilities

• Build reports and dashboards in Salesforce and HubSpot.
• Manage lead routing and CRM automation using LeanData.
• Automate sequences and workflows to support pipeline programs.
• Ensure data integrity, segmentation, and data collection aligned with reporting needs.
• Define database workflow triggers and test segmentation and suppression lists.
• Support lead lifecycle, status, nurture, and data cleansing in Salesforce.
• Analyze pipeline metrics and share campaign performance insights.

Skills

Sales analytics

CRM strategy

Lead routing

Data segmentation

Reporting & dashboards

Education

Bachelor's degree in business

Tools

Salesforce

HubSpot

LeanData

Microsoft Dynamics

Job description

At Cadence, we hire and develop leaders and innovators who want to make an impact on the world of technology.

We seek a results-oriented Sales Operations Analyst with proven expertise in building, executing, measuring, testing and reporting on lead-to-cash processes, leveraging automation tools, and CRM technology. Reporting to the Sales Operations team, this role will be responsible for developing, implementing, and evolving Cadence’s pipeline generation efforts for the direct and indirect sales channels.

In addition, we need someone who can conceptualize and work with co-functional teams to develop and create standardized CRM flows, along with reporting and analytics for buyers' journeys. This person will help manage the global lead routing and automated distribution for the Sales and Marketing teams. As well as training direct and indirect sales for sales processes.

The candidate must be an expert in Salesforce and familiar with lead routing and automation tools, specifically LeanData. A full understanding of how a lead-to-quote process works to support Direct Sales and a Global Network of Channel Partners using automation tools is required.

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 important initiatives in Salesforce, such as assisting with the lead lifecycle, lead status, lead nurturing, segmentation, and data cleansing
• Understand and evaluate pipeline generation metrics and distribute campaign performance to internal stakeholders

Minimum Qualifications

• An undergraduate degree in business, or a related field
• Minimum of 5 years of sales analyst and sales operations experience in a global, B2B technology company
• Strong knowledge of the sales technology landscape and solutions
• Excellent understanding of sales automation strategy and CRM tools experience (e.g., Salesforce, HubSpot, Microsoft Dynamics, LeanData) and proven ability to leverage these technologies to fuel pipeline generation
• Experience managing customer data, audience segmentation, and targeting
• Understanding of the entire funnel performance and growth levers for each funnel stage
• Experience working with sales teams to understand needs and integrate them into their processes
• Experience in tracking ROI, analyzing trends, and providing metrics
• Excellent PC skills, including Microsoft Word, MS Office, Excel, and PowerPoint

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