Salesforce Sales Analyst
CRM Operations & Analytics
About the Role
We are looking for a hands-on Salesforce Sales Analyst to own two critical functions: CRM support operations and sales analytics. You are the person that the staff calls on when Salesforce breaks as well as provide user training — and the person who builds the reports and dashboards that drive pipeline decisions. The role is split approximately 50/50 between support and analytics and requires genuine comfort in both.
Key Responsibilities
CRM Support, Administration & User Enablement (~50%)
- Manage the Salesforce support ticket queue — triage, prioritize, and resolve break-fix issues (broken workflows, validation rule conflicts, field mapping errors, duplicate records, failed automation) within SLA
- Perform routine Salesforce administration: user provisioning, permission sets, page layouts, picklists, field updates, and record type configuration
- Deliver exceptional customer service on every ticket — communicate with clarity, empathy, and urgency; set expectations and follow up proactively without being asked
- Develop and maintain role-specific training documentation — written guides, quick-reference cards, and job aids tailored to non-technical sales users
- Conduct onboarding and refresher training sessions to build user confidence and reduce repeat ticket volume; track adoption metrics and target users with recurring issues
- Build and maintain a self-service knowledge base so users can resolve common issues independently; escalate complex technical issues to the Senior Admin or Developer with clear context
Sales Analytics, Reporting & Continuous Improvement (~50%)
- Build, maintain, and organize Salesforce reports and dashboards tracking pipeline health, deal velocity, stage conversion, quota attainment, and rep productivity
- Conduct and maintain a full Report & Dashboard Inventory — document purpose, owner, audience, data source, and logic for every key report; establish naming conventions and folder structure
- Identify and retire duplicate, outdated, or unused reports — maintain a clean, trusted library over a cluttered one
- Systematically map points of failure: where data breaks down, where reports produce inconsistent results, where manual overrides are occurring, and where user trust in the numbers has eroded
- Document data quality gaps by field and object; recommend and implement remediation (validation rules, required fields, picklist standardization, targeted training)
- Identify automation opportunities — flag repetitive manual steps as candidates for Salesforce Flow or workflow automation; deliver a prioritized recommendation list to Sales Ops leadership
- Respond to ad hoc analysis requests from leadership; prepare clean, presentation-ready data packages for weekly pipeline reviews, QBRs, and executive briefings
Required Qualifications
- 2 years in a Salesforce-focused role: Sales Ops, CRM Ops, CRM Analyst, or Admin
- Demonstrated experience triaging and resolving a real Salesforce support ticket queue
- Solid Salesforce reporting and dashboard skills — build from scratch without documentation
- Experience with HubSpot CRM — contacts, deals, pipelines, and reporting
- Strong customer service orientation: patient, clear, and solution-focused with non-technical users
- Experience creating user-facing training docs and instructional materials
- Proficient in Excel / Google Sheets: pivot tables, VLOOKUPs, data cleaning
- Analytical mindset — investigates root cause, not just symptoms
- Strong written and verbal communication; high attention to detail
Preferred Qualifications
- Salesforce Admin (ADM-201) or Associate certification — or actively pursuing
- HubSpot integration experience — connecting HubSpot to Salesforce, third-party tools, or data warehouses is a strong plus
- Experience building or maintaining a CRM training library or knowledge base
- Familiarity with Salesforce Flow or workflow automation
- Experience with Tableau, Looker, Power BI, or equivalent BI tool
- Experience with a ticketing system: Jira, ServiceNow, or Zendesk
- Exposure to revenue intelligence tools: Gong, Clari, or Outreach
- Experience using AI tools (including Claude) for documentation or data workflows
- Prior experience supporting a quota-carrying B2B sales team
The Ideal Candidate
Takes ownership without being asked. Has a genuine service mindset toward the team. Writes documentation that actually helps people. Treats a dashboard discrepancy as a puzzle worth solving — not a cell to overwrite. Is comfortable navigating both Salesforce and HubSpot environments and understands how data moves between them.
This is not a pure admin role and not a pure analyst role. If you strongly prefer one over the other, this may not be the right fit.
- Full-time, direct-hire, in-house position.
- In-person at the office in Poway, CA - not a remote role