Lead initiatives to improve Salesforce usability, data quality, and workflow efficiency across the lead-to-cash lifecycle
Translate business needs into scalable system solutions, partnering with IT to design, build, and iterate
Identify and resolve root causes of system friction, reporting inconsistencies, and process inefficiencies
Provide ongoing support for Salesforce and Clari to ensure data accuracy, reporting reliability, and continuity of day-to-day sales operations
Drive visibility into the sales technology ecosystem, including tool purpose, usage, cost, and renewal timelines
Partner with Finance, IT, Security, and Procurement to support tool evaluations, renewals, and investment decisions
Monitor adoption and value realization to identify optimization or consolidation opportunities
Support a structured intake and evaluation process for new tools and enhancements
Identify and implement automation opportunities across systems and workflows
Support cross-functional initiatives, including tool evaluations and platform decisions
Contribute to high-impact, cross-functional initiatives related to sales technology and process transformation

6+ years of experience in Sales Operations, Revenue Operations, or Business Systems roles, preferably within mid-size to large B2B organizations with complex or evolving systems and processes
Strong hands-on experience with Salesforce Sales Cloud (configuration, reporting, workflows) and CPQ
Proven ability to translate business needs into system solutions and partner with technical teams to deliver
Experience supporting cross-functional initiatives with measurable outcomes
Experience working with imperfect or evolving Salesforce environments, including data quality challenges and process standardization efforts
High proficiency in Salesforce reporting, Excel, and process/workflow design
Strong collaboration and communication skills across Sales, IT, Finance, Marketing, and Enablement.

Senior Analyst, Sales Systems – Tools

Key skills