Sales Operations Analyst

Summary

Join a rocketship! We are pioneers of a new market that we are creating. Take a central and critical role at Placer.ai. Work with, and learn from, top-notch talent.

Requirements

• 2+ Years experience in Sales/Revenue Operations (SaaS industry preferred)
• Experience with basic Salesforce administration and deep understanding of CRM tools
• Experience with adjacent CRM tools like Hubspot, Salesloft, Gong, LeanData, and Zoominfo
• Experience with CS Platforms such as Gainsight, ChurnZero, Totango or Planhat preferred
• Advanced skills with modeling in Excel or Google Sheets
• Advanced analytical capabilities (SQL experience preferred)
• Experience making bulk updates to CRM data

Responsibilities

• Manage the onboarding process and training of all new Sales team members on Sales & CS Operations processes and general systems training
• Compose training for changes or new workflows introduced to existing members of the Sales Teams as the company’s needs change and adapt
• Provide ad-hoc analytics support to Sales & CS leadership teams
• Seek optimization and scale of key business operations and systems to improve Sales and Customer Success efficiencies
• Manage various tools integrated with our Salesforce tech stack such as LeanData, ZoomInfo, Salesloft & Gong
• Work with Sales and Customer Success leaders to ensure the goals and targets are duly reflected with supporting processes and visibility in Salesforce
• Generate complex reporting via sheets, SQL or BI tools to support the design of dashboards, data analysis projects, data hygiene efforts and ad-hoc requests
• Perform bulk data uploads in Salesforce to support GTM account ingestion, data cleanliness, and other system-change derived updates
• Proactively monitor Sales/CS KPIs for individuals and teams to flag to senior leadership
• Track and analyze recurring Sales/Customer Success milestones and identify gaps in processes, while designing and suggesting new methods and processes to remove these gaps
• Track, monitor and improve data integrity within Salesforce
• Partner with Finance, HR, and Payroll to calculate commissions, audit, distribute for review/approval to payees, and process necessary adjustments/corrections stemming from errors or special circumstances

Benefits

• Competitive salary
• Fully remote