Salesforce Sales Analyst

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• Identify and retire duplicate, outdated, or unused reports — maintain a clean, trusted library over a cluttered one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