Senior Sales Operations Analyst – CRM Data Migration

Location: Cupertino, CA – Onsite

Job Summary

We are seeking a Senior Sales Operations Analyst with strong experience in CRM data migration, Sales Operations, Revenue Operations, and business analysis. The ideal candidate will support CRM migration from Salesforce to Microsoft Dynamics, manage opportunity and pipeline data, and partner with sales leadership to improve reporting, processes, and data quality.

Key Responsibilities

• Manage CRM data migration activities involving Salesforce and/or Microsoft Dynamics.
• Support migration of opportunity and pipeline data, including data mapping, cleansing, validation, and reconciliation.
• Understand CRM fields, export data, map source-to-target fields, and ensure data accuracy and continuity.
• Support post-merger integration activities, including active contract migration, CRM reporting, sales processes, dashboards, and training resources.
• Support Veza integration and data migration activities.
• Generate CRM reports and manage user access/permissions for new sellers.
• Build simple Power BI reports and visualizations for sales leadership; Tableau experience is also acceptable.
• Lead weekly sales forecast calls with sales leaders.
• Monitor and improve pipeline hygiene and data quality.
• Perform business analysis and identify opportunities to improve Sales/Revenue Operations processes.
• Create PowerPoint presentations and enablement materials to communicate process and system changes to sellers.
• Act as a Sales Operations business manager and process owner, proactively identifying issues and driving solutions.
• Work closely with sales leadership and cross-functional teams to drive business outcomes.

Required Skills

• Strong Sales Operations / Revenue Operations experience.
• Hands-on CRM data migration experience with Salesforce, Microsoft Dynamics, or similar platforms.
• Experience with data mapping, cleansing, validation, and reporting.
• Strong understanding of opportunity and pipeline management.
• Experience supporting CRM integrations and/or post-merger integration programs.
• Strong business analysis and problem-solving skills.
• Experience with Power BI or Tableau.
• Experience working directly with Sales Leadership and conducting forecast/pipeline reviews.
• Strong PowerPoint and presentation skills.
• Excellent communication, stakeholder management, and leadership skills.

Preferred Skills

• Experience with Veza integration/data migration.
• Salesforce Operations / CRM Business Management experience.
• Microsoft Dynamics experience.
• Experience with contract migration and post-merger integration.
• Experience creating seller training and enablement materials.
• Tableau experience if Power BI experience is limited.