Sales Operations Analyst (Remote)

Summary

Access Information Management provides records and information management services, including physical storage, digital solutions, secure shredding, and compliance support. The Sales Operations Analyst will build and maintain GTM infrastructure by managing Salesforce data, reporting, analytics, integrations, and workflow automation. The role also supports forecasting, territory and quota operations, cross-functional data needs, and AI-driven productivity improvements.

Responsibilities

• Maintain accurate CRM data across accounts, opportunities, contacts, and hierarchies
• Audit and remediate data quality issues including duplicates, missing fields, and hierarchy misalignments
• Support configuration updates including fields, workflows, validation rules, and user management
• Partner with data governance initiatives including deduplication, enrichment, and DUNS hierarchy alignment
• Build and maintain pipeline, forecast, and performance reports in Salesforce and connected BI tools
• Write SQL or SOQL queries against relational databases to support ad hoc analysis and recurring reporting
• Translate raw data pulls into structured findings ready for senior sales and finance audiences
• Support weekly and monthly forecast cycles with data preparation, variance analysis, and commentary inputs
• Identify manual or repetitive workflows across sales ops and automate them using AI tools, Salesforce flows, or low-code platforms
• Build and maintain integrations between CRM, reporting tools, and data sources to reduce manual handoffs
• Support lead routing, territory assignment, and opportunity scoring logic as these systems evolve
• Contribute to the design and maintenance of the GTM tech stack, flagging gaps, redundancies, and improvement opportunities
• Use AI tools (including large language models) as part of daily work, including drafting, analysis, data interpretation, and automation prototyping
• Identify use cases where AI can reduce cycle time on reporting, commentary, or data cleaning tasks and propose implementations
• Stay current on relevant AI tools and surface opportunities to apply them in the sales ops context
• Support quota allocation, territory modeling, and compensation operations with data preparation and validation
• Serve as a reliable data resource for Sales, Finance, and IT on questions involving CRM data, pipeline metrics, and reporting logic
• Document processes, data definitions, and system logic to support governance and knowledge transfer

Skills

• Salesforce proficiency: reporting, dashboards, SOQL, object relationships, and basic administration
• SQL or equivalent ability to query relational databases for analysis and reporting
• Familiar with data visualization tools such as Tableau or PowerBI, and demonstrated creation of visualized metrics or dashboards
• Demonstrated use of AI tools in a professional or analytical context
• Strong analytical skills with the ability to interpret data and present clear findings
• Attention to detail and comfort working with large, sometimes messy datasets
• Self-directed work style with the ability to manage priorities and deliver without heavy oversight
• Familiarity with data governance practices including deduplication, enrichment, and hierarchy management
• Exposure to Smartsheet, Excel-based modeling, or workflow automation tools (Zapier, Make, Salesforce Flow, n8n)
• Experience supporting forecast or pipeline reporting in a recurring revenue environment
• Familiarity with AI-assisted automation for CRM data cleaning or outreach workflow management

Qualifications

Must Haves

• Salesforce proficiency: reporting, dashboards, SOQL, object relationships, and basic administration
• SQL or equivalent ability to query relational databases for analysis and reporting
• Familiar with data visualization tools such as Tableau or PowerBI, and demonstrated creation of visualized metrics or dashboards
• Demonstrated use of AI tools in a professional or analytical context
• Strong analytical skills with the ability to interpret data and present clear findings
• Attention to detail and comfort working with large, sometimes messy datasets
• Self-directed work style with the ability to manage priorities and deliver without heavy oversight

Nice to Haves

• Familiarity with data governance practices including deduplication, enrichment, and hierarchy management
• Exposure to Smartsheet, Excel-based modeling, or workflow automation tools (Zapier, Make, Salesforce Flow, n8n)
• Experience supporting forecast or pipeline reporting in a recurring revenue environment
• Familiarity with AI-assisted automation for CRM data cleaning or outreach workflow management

Benefits

• Annual bonus opportunity
• Medical, Dental, Vision, Disability, and Life insurance
• Self-Managed PTO
• 8 paid holidays
• Paid maternity and parental leave benefits
• 401(k) retirement plan with 3% company match
• Training and growth opportunities