Customer.io
Sales Operations Analyst
Customer.io
$90k - $100k
Americas Remote

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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