Note: The job is a remote job and is open to candidates in USA. Access Information Management is hiring a Sales Operations Analyst with a strong technical background to help build and run their GTM infrastructure. The role focuses on sales data, CRM systems, and revenue analytics, requiring hands-on Salesforce capability and experience with AI tools to enhance analysis and automate processes.
Responsibilities
- Maintain accurate CRM data 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
- Partner with data governance initiatives including deduplication, enrichment, and DUNS hierarchy alignment
- Build and maintain pipeline, forecast, and performance reports in Salesforce and connected BI tools
- Write SQL or SOQL queries against relational databases to support ad hoc analysis and recurring reporting
- Translate raw data pulls into structured findings ready for senior sales and finance audiences
- Support weekly and monthly forecast cycles with data preparation, variance analysis, and commentary inputs
- Identify manual or repetitive workflows across sales ops and automate them using AI tools, Salesforce flows, or low-code platforms
- Build and maintain integrations between CRM, reporting tools, and data sources to reduce manual handoffs
- Support lead routing, territory assignment, and opportunity scoring logic as these systems evolve
- Contribute to the design and maintenance of the GTM tech stack, flagging gaps, redundancies, and improvement opportunities
- Use AI tools (including large language models) as part of daily work, including drafting, analysis, data interpretation, and automation prototyping
- Identify use cases where AI can reduce cycle time on reporting, commentary, or data cleaning tasks and propose implementations
- Stay current on relevant AI tools and surface opportunities to apply them in the sales ops context
- Support quota allocation, territory modeling, and compensation operations with data preparation and validation
- Serve as a reliable data resource for Sales, Finance, and IT on questions involving CRM data, pipeline metrics, and reporting logic
- Document processes, data definitions, and system logic to support governance and knowledge transfer
Skills
- Salesforce proficiency: reporting, dashboards, SOQL, object relationships, and basic administration
- SQL or equivalent ability to query relational databases for analysis and reporting
- Familiar with data visualization tools such as Tableau or PowerBI, and demonstrated creation of visualized metrics or dashboards
- Demonstrated use of AI tools in a professional or analytical context
- Strong analytical skills with the ability to interpret data and present clear findings
- Attention to detail and comfort working with large, sometimes messy datasets
- Self-directed work style with the ability to manage priorities and deliver without heavy oversight
- Familiarity with data governance practices including deduplication, enrichment, and hierarchy management
- Exposure to Smartsheet, Excel-based modeling, or workflow automation tools (Zapier, Make, Salesforce Flow, n8n)
- Experience supporting forecast or pipeline reporting in a recurring revenue environment
- Familiarity with AI-assisted automation for CRM data cleaning or outreach workflow management
Company Overview