Salesforce Sales Analyst
CRM Operations & Analytics
About the Role
We are looking for a hands-on Salesforce Sales Analyst to own two critical functions: CRM support operations and sales analytics. You are the person that the staff calls on when Salesforce breaks as well as provide user training and the person who builds the reports and dashboards that drive pipeline decisions. The role is split approximately 50/50 between support and analytics and requires genuine comfort in both.
Key Responsibilities
CRM Support, Administration & User Enablement (~50%)
- Manage the Salesforce support ticket queue triage, prioritize, and resolve break-fix issues (broken workflows, validation rule conflicts, field mapping errors, duplicate records, failed automation) within SLA
- Perform routine Salesforce administration: user provisioning, permission sets, page layouts, picklists, field updates, and record type configuration
- Deliver exceptional customer service on every ticket communicate with clarity, empathy, and urgency; set expectations and follow up proactively without being asked
- Develop and maintain role-specific training documentation written guides, quick-reference cards, and job aids tailored to non-technical sales users
- Conduct onboarding and refresher training sessions to build user confidence and reduce repeat ticket volume; track adoption metrics and target users with recurring issues
- Build and maintain a self-service knowledge base so users can resolve common issues independently; escalate complex technical issues to the Senior Admin or Developer with clear context
Sales Analytics, Reporting & Continuous Improvement (~50%)
- Build, maintain, and organize Salesforce reports and dashboards tracking pipeline health, deal velocity, stage conversion, quota attainment, and rep productivity
- Conduct and maintain a full Report & Dashboard Inventory document purpose, owner, audience, data source, and logic for every key report; establish naming conventions and folder structure
- Identify and retire duplicate, outdated, or unused reports maintain a clean, trusted library over a cluttered one
- Systematically map points of failure: where data breaks down, where reports produce inconsistent results, where manual overrides are occurring, and where user trust in the numbers has eroded
- Document data quality gaps by field and object; recommend and implement remediation (validation rules, required fields, picklist standardization, targeted training)
- Identify automation opportunities flag repetitive manual steps as candidates for Salesforce Flow or workflow automation; deliver a prioritized recommendation list to Sales Ops leadership
- Respond to ad hoc analysis requests from leadership; prepare clean, presentation-ready data packages for weekly pipeline reviews, QBRs, and executive briefings
Required Qualifications
- 2 years in a Salesforce-focused role: Sales Ops, CRM Ops, CRM Analyst, or Admin
- Demonstrated experience triaging and resolving a real Salesforce support ticket queue
- Solid Salesforce reporting and dashboard skills build from scratch without documentation
- Experience with HubSpot CRM contacts, deals, pipelines, and reporting
- Strong customer service orientation: patient, clear, and solution-focused with non-technical users
- Experience creating user-facing training docs and instructional materials
- Proficient in Excel / Google Sheets: pivot tables, VLOOKUPs, data cleaning
- Analytical mindset investigates root cause, not just symptoms
- Strong written and verbal communication; high attention to detail
Preferred Qualifications
- Salesforce Admin (ADM-201) or Associate certification or actively pursuing
- HubSpot integration experience connecting HubSpot to Salesforce, third-party tools, or data warehouses is a strong plus
- Experience building or maintaining a CRM training library or knowledge base
- Familiarity with Salesforce Flow or workflow automation
- Experience with Tableau, Looker, Power BI, or equivalent BI tool
- Experience with a ticketing system: Jira, ServiceNow, or Zendesk
- Exposure to revenue intelligence tools: Gong, Clari, or Outreach
- Experience using AI tools (including Claude) for documentation or data workflows
- Prior experience supporting a quota-carrying B2B sales team
The Ideal Candidate
Takes ownership without being asked. Has a genuine service mindset toward the team. Writes documentation that actually helps people. Treats a dashboard discrepancy as a puzzle worth solving not a cell to overwrite. Is comfortable navigating both Salesforce and HubSpot environments and understands how data moves between them.
This is not a pure admin role and not a pure analyst role. If you strongly prefer one over the other, this may not be the right fit.
- Full-time, direct-hire, in-house position.
- In-person at the office in Poway, CA - not a remote role
