CRM & Operations Analyst

Added
10 days ago
Type
Full time
Salary
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Related skills

crm looker tableau sales operations excel

πŸ“‹ Description

  • Own the day-to-day administration of Zoho CRM, including user and role management, workflow and
  • Develop new CRM automations that support increasing deal volume and improve sales and marketing
  • Maintain CRM data integrity through deduplication, validation rules, routine audits, and other
  • Document CRM configurations, workflows, and processes to create repeatable practices as the sales
  • Support pipeline management, sales forecasting, quota tracking, and other core sales operations
  • Support deal desk and approval workflows by tracking deal terms, monitoring approvals, and flagging

🎯 Requirements

  • 2–4 years of experience in sales operations, revenue operations, CRM administration, business
  • Hands-on CRM administration experience with Zoho, Salesforce, HubSpot, or a comparable CRM
  • Experience in a B2B SaaS environment is preferred, particularly within a growth-stage or
  • Advanced Excel or Google Sheets skills, with the ability to build and maintain dashboards using
  • Strong attention to detail and a consistent focus on maintaining accurate, clean, and trustworthy
  • Process-oriented mindset with the ability to document, evaluate, and improve workflows rather than

🎁 Benefits

  • Compensation range of $60,000–$70,000 per year.
  • Fully remote position available to U.S.-based employees.
  • Comprehensive health, dental, and vision benefits.
  • Paid time off designed to support work-life balance and personal well-being.
  • 401(k) plan with employer matching.
  • Opportunity to work closely with Sales, Marketing, Finance, Customer Success, and Operations teams.
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