
Sales Operations Analyst
Overview
As a Sales Operations Analyst on our Revenue Operations team, you’ll play a pivotal role in shaping a high-performing, data-driven sales engine.
Job Description
Customer.io powers automated communication that people actually want to receive. We help teams send smarter, more relevant messages using real-time behavioral data.
Responsibilities
- - Partner with Sales leadership to analyze, optimize, and operationalize the sales funnel, from prospecting through closed-won, 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
- - Own CRM processes (Salesforce) to ensure accurate data capture, hygiene, and compliance with sales processes and SLAs
- - Support ad hoc analysis and campaign targeting requests with scalable, repeatable reporting processes
- - Support and improve lead and account routing logic to ensure speed-to-lead and alignment with go-to-market strategy
- - Partner with Systems Admins to deploy and maintain Salesforce enhancements and related sales tools, supporting the evolving needs of the sales organization
- - Serve as the point of contact for sales tooling—monitoring performance, troubleshooting issues, and coordinating 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 in Sales, Marketing, and RevOps to streamline lead routing, territory assignments, and opportunity management
- - Support forecasting and pipeline management, ensuring consistent methodology and high confidence in reported data
- - Coordinate cross-functional projects that impact the sales organization (e.g., rollout of new tools, process changes)
- - Document and maintain sales processes to drive clarity and alignment across teams
Required Skills
- - Strong understanding of GTM processes, including lead management, sales stages, and routing logic
- - Experience as a Salesforce system administrator with Lightning UX (or equivalent experience)
- - Excellent documentation skills with high 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, map processes, and translate insights into action
- - Highly collaborative and people-oriented, 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 tooling (e.g., marketing automation platforms, PlanHat, LinkedSquares, RevenueHero, Gong, or similar) preferred
- - Ownership mindset with a track record of planning, executing, and delivering projects end to end in a fast-paced environment
Benefits
- - 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
- - More benefits available
About the company
Fueled by first-party data, create personalized journeys across all channels with our customer engagement platform.
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