Staff Sales Operations Analyst

Cadence; Massachusetts; On-site; USD 90,000 - 120,000; Full time

Job summary

Cadence is seeking a results-oriented Sales Operations Analyst who will own lead-to-cash processes, CRM automation, and pipeline reporting across direct and indirect sales channels.

You will build dashboards in Salesforce and HubSpot, manage LeanData routing, and partner with cross-functional teams to optimize data quality, segmentation, and ROI measurement. The role requires 5+ years in sales operations within a global B2B tech environment.

Qualifications

• Undergraduate degree in business or related field.
• Minimum 5 years of sales analyst and sales operations experience in a global, B2B technology company.
• Strong knowledge of the sales technology landscape and CRM tools (Salesforce, HubSpot, Dynamics, LeanData).
• Experience managing customer data, audience segmentation, and targeting.
• Experience tracking ROI, analyzing trends, and providing metrics.

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 initiatives in Salesforce, including lead lifecycle, lead status, and data cleansing.
• Understand and evaluate pipeline generation metrics and share campaign performance with stakeholders.

Skills

Sales analytics

CRM strategy

Data interpretation

Cross-functional collaboration

Business acumen

Education

Bachelor's degree in business or related field

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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