Sales Operations Data & Systems Sr. Analyst

Description

Key Responsibilities & Focus Areas

• Conduct a comprehensive, top-down audit of our Salesforce instance to evaluate field usage, eliminate duplicate or obsolete fields, and resolve data schema misalignments resulting from legacy system migrations and historic data imports.
• De-duplicate and clean historical account, contact, and opportunity records to establish a single source of truth.
• Establish and enforce strict data governance best practices to maintain database health moving forward.

• Manage, optimize, and maintain system access within private sharing models and multi-tiered role hierarchies.
• Restructure profiles, criteria-based sharing rules, and permission sets to resolve visibility roadblocks for sales leadership while maintaining strict corporate data security boundaries.
• Balance data protection with operational efficiency, ensuring cross-functional teams have the exact access required to execute their roles effectively.

• Design, build, and maintain high-impact reports and dashboards within Salesforce, tailoring views for sales reps, frontline managers, and executive leadership.
• Partner with internal data engineering teams to blend CRM data with enterprise data warehouses and BI tools (e.g., Snowflake, DOMO) to provide holistic corporate reporting.
• Translate complex data sets into visual trends and insights that evaluate pipeline health and drive data-driven business decisions.

• Act as the primary functional guide for team members adopting new system processes, providing targeted documentation and support.
• Smoothly manage system updates, field deprecations, and layout changes to minimize disruption to active sales cycles.

• Create standard operating procedures (SOPs) and technical documentation covering system workflows, data schemas, and sharing rules.
• Train new and existing team members on CRM best practices and data entry standards.

• Standardize opportunity stage definitions and pipeline tracking across diverse sales teams.
• Support recurring forecast reviews with clean data structures that help leadership evaluate win/loss rates, coverage, and performance trends.

Required Qualifications

• Experience: 4+ years of experience in Sales Operations, Revenue Operations or CRM Systems Management. Direct experience handling complex data migrations, system consolidations, or field architecture cleanup is strongly preferred.
• Certifications: Advanced Sales Administration Certification highly preferred
• Data Stack & Tools: Advanced proficiency with data visualization and warehousing tools alongside expert-level skill in Microsoft Excel / Google Sheets for complex data manipulation and cleanup.
• Analytical Skills: Exceptional ability to audit large datasets, trace data inconsistencies back to root causes, and structure clean database schemas that enable accurate forecasting.
• Communication: Excellent written and verbal communication skills, with the soft skills needed to train non-technical users and present data clearly to leadership.
• Project Management: Proven ability to manage multiple technical priorities simultaneously and drive complex system projects to completion in a fast-paced environment.
• Education: Bachelor's degree in Business, Information Systems, Finance, Computer Science or a related field.

• Advanced Salesforce Certifications (e.g., Advanced Administrator, Platform App Builder, or Sharing & Visibility Architect).
• Direct experience writing or troubleshooting custom formulas, validation rules, and automated workflows.

Why Work for Us?

• The Brivo Experience: We thrive on in-person collaboration and a "one-team" atmosphere. We embrace our international presence, leveraging diverse ideas and backgrounds to improve our culture and our products. To keep our global teams connected and inspired, we provide a premium onsite experience featuring communal meals, recurring social events, and fully stocked workspaces—ensuring you have everything you need to stay focused while building the future of security. 
• Total Rewards: We support our people with competitive medical, vision, and dental plans (including company-offset premiums), a 401k with company match, and an unlimited Paid Time Off (PTO) policy that empowers you to take the time you need to maintain a healthy work-life balance.