Sales Operation Analyst

Seeking a detail-oriented, and highly organized Sales Operations Analyst to join our team. This role is crucial in supporting our systems business and sales organization through streamlined operations, accurate quoting, and Salesforce management. The ideal candidate will bring strong analytical skills, an understanding of the sales process, and the ability to coordinate effectively across departments.

Sales Operations & Process Support

• Create and manage customer quotes
• Ensure all quotes comply with internal policies and customer agreements.
• Provide first-line support and training to sales users on Salesforce functionality and best practices.
• Help maintain and organize key sales documentation, license trackers, and templates.

Salesforce Administration & CRM Management

• Enter and assist in maintaining all relevant opportunity in Salesforce ensuring accuracy and data hygiene.
• Support sales with management of quote attachments, and pricing approvals in Salesforce.
• Assist with updating Salesforce account information for more accurate account analysis and quoting.
• Provide first-line support to sales users on Salesforce functionality and best practices.

Sales Enablement and Admin Support

• Support new sales rep onboarding with tools access, and documentation.

Qualifications, Knowledge, Skills & Abilities

• 13 years of experience in Sales Operations, Sales Administration, or similar role.
• Proven experience working with Salesforce CRM—data entry, opportunity management, reporting, and process creation.
• Experience with quoting processes, especially in software and services environments.
• Strong Microsoft Office skills
• Excellent attention to detail, time management, and communication skills.
• J Self-starter with the ability to manage multiple priorities in a fast-paced environment.