Description

Job Title: Operations Analyst

We’re looking for a detail-oriented and driven Operations Analyst – Salesforce Admin to support and optimize our internal operations, with a strong focus on Salesforce administration and cross-functional data needs. This role will be key in ensuring data integrity, supporting system workflows, and surfacing meaningful insights across departments. You’ll be part of the Operations team, working closely with the Head of Operations and Operations Manager to keep our systems clean, processes smooth, and teams informed.

Key Responsibilities:

• Own and execute key recurring operational tasks including account and billing audits, opportunity management, user onboarding/offboarding, duplicate resolution, list segmentation, and dashboard/report maintenance.
• Develop and support reporting for all departments to meet daily, monthly, quarterly, and annual data needs.
• Collaborate with the Operations Manager to identify and surface new insights for leadership using a varied and evolving tech stack.
• Visualize and share data-driven insights both within and outside of Salesforce.
• Help drive a culture of data-backed decision making across the company.
• Support stakeholders in understanding the data presented and shaping their own data needs.
• Partner with the Head of Operations on routine audits and marketing, sales, and customer success workflows.
• Ensure Salesforce data cleanliness and ongoing integrity through consistent audits and data hygiene practices.
• Tackle ad hoc projects and tasks as needed to support business priorities.

What you’ll bring to the role:

Required Technical Skills:

• Proficiency in Salesforce reporting and dashboard building
• Advanced Excel and Google Sheets knowledge, including complex formulas
• Experience with Salesforce–Google Sheets connectors
• Familiarity with Looker Studio or other data visualization tools
• Strong auditing and data hygiene skills
• Experience with data cleansing, manipulation, and visualization

Nice-to-Have Technical Skills:

• Experience with Pardot
• Familiarity with Chili Piper or LeanData
• DocuSign setup or workflow knowledge
• Salesforce Admin or Business Analyst certification
• Experience using DemandTools for mass data updates

Additionally, you will be:

• Flexible and adaptable in fast-paced environments
• Inquisitive mindset with a passion for learning and solving problems
• A critical thinker with strong attention to detail
• Creative and solutions-oriented
• Self-motivated and organized, able to manage priorities independently
• Someone with high integrity with a commitment to accuracy
• Strong presentation and communication skills

• Unlimited PTO: Never worry about running out of leave again – use your paid time however you wish!
• Subsidized Healthcare: We offer a range of generously subsidized healthcare plans to suit you and your loved ones.
• Retirement Support: We offer 401(k) matching to support retirement.
• Family-Friendly: We offer a paid parental leave and additional support for primary and non-primary caregivers.
• Birthday Leave: We believe no one should have to work on their birthday.
• Growth & Development: We support all members of our team with professional development plans, with the opportunity to participate in extra learning to grow their skills and careers.
• Team Fun: We host regular team lunches, events and get togethers for our teams to come together and celebrate with each other.

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