Sales Operations Analyst

Sales Operations Analyst

Join Customer.io as a Sales Operations Analyst and help shape a high-performing sales engine. You will work closely with Sales, Marketing, and Systems teams to optimize processes and provide the tools needed for success.

About the Role

As a Sales Operations Analyst on our Revenue Operations team, you will play a key role in enhancing our sales processes. You will bring clarity and insights to our organization, ensuring that our go-to-market teams have the visibility they need to excel.

What You'll Do

• Analyze and optimize the sales funnel with Sales leadership, ensuring visibility into performance at every stage.
• Develop and maintain sales dashboards, reports, and KPIs to track pipeline health, conversion rates, forecasting accuracy, and rep productivity.
• Oversee CRM processes (Salesforce) for accurate data capture, hygiene, and compliance with sales processes and SLAs.
• Support ad hoc analysis and campaign targeting requests with scalable, repeatable reporting processes.
• Improve lead and account routing logic to ensure speed-to-lead and alignment with our go-to-market strategy.
• Work with Systems Admins to deploy and maintain Salesforce enhancements and related sales tools.
• Monitor sales tooling performance, troubleshoot issues, and coordinate fixes as needed.
• Support territory planning and account ownership within the CRM, ensuring accurate assignments and clean data.
• Conduct process audits and identify opportunities for automation and scalability within core GTM workflows.
• Collaborate with stakeholders to streamline lead routing, territory assignments, and opportunity management.
• Support forecasting and pipeline management, ensuring consistent methodology and confidence in reported data.
• Coordinate cross-functional projects that impact the sales organization, such as new tools and process changes.
• Document and maintain sales processes to drive clarity and alignment across teams.

What We're Looking For

• Strong understanding of go-to-market processes, including lead management and sales stages.
• Experience as a Salesforce system administrator with Lightning UX or equivalent experience.
• Excellent documentation skills with attention to detail and clarity.
• Proficiency in project management and documentation tools (e.g., Notion, Linear).
• Strong analytical and problem-solving skills, with the ability to interpret data and map processes.
• Highly collaborative, with strong communication skills and the ability to work cross-functionally.
• Experience with process mapping tools (e.g., Miro) is a plus.
• Hands-on experience with sales and marketing tools (e.g., marketing automation platforms, Gong, etc.) preferred.
• Ownership mindset with a track record of planning and delivering projects in a fast-paced environment.

Experience Level & Leadership

This role requires 2–4 years of experience in Revenue Operations, Sales Operations, or a similar analytical role. You will be a key contributor within the RevOps team, collaborating with senior leadership and cross-functional partners. While not a people manager, you may lead projects or initiatives and influence process decisions across teams.

Compensation & Benefits

We believe in transparency. The starting salary for this role is $90,000 - $100,000 (or equivalent in local currency), depending on experience and subject to market rate adjustment. We are committed to taking great care of our people, offering an inclusive benefits package that includes:

• 100% coverage of medical, dental, vision, mental health, and supplemental insurance premiums for you and your family.
• 16 weeks paid parental leave.
• Unlimited PTO.
• Stipends for remote work and wellness.
• A professional development budget.
• And more!

Our Process

We aim for a clear and human hiring process. Here’s what to expect:

• A 30-minute video call with a Recruiter to get to know each other.
• A 45-minute video call with the Hiring Manager to discuss the role in detail.
• A take-home assignment, followed by a 45-minute review call with a cross-functional panel.
• All final candidates will complete a background check and employment verifications as part of our pre-employment process.

At Customer.io, we are committed to increasing inclusion and equity within the tech industry. We strive to build an inclusive team culture and implement bias-free hiring practices. If you’re excited about this opportunity, we encourage you to apply!