Operations Analyst (sales)

Salesforce Salesforce · Enterprise · San Francisco, CA +1

Salesforce is seeking an Operations Analyst for their Success Plan Go-to-Market Operations team. This role will focus on scaling operational environments, developing essential tools, and optimizing processes for the Success Sellers organization. Responsibilities include driving operational scale, transforming manual workflows into efficient processes, establishing operational controls, and ensuring visibility across business segments. The role involves deal governance, operational excellence through streamlining complex approvals and workflows, project management for cross-functional alignment, and managing operations reports and dashboards. A key aspect is standardizing operations and knowledge management with an AI-First approach, including developing agentic flows and investigating new AI-first solutions. The role also includes leading change management and enablement programs for new tools and features. Minimum requirements include 1-3 years of experience in business analytics and sales operations/strategy, proficiency in SQL and data visualization tools, and strong analytical and communication skills. Preferred experience includes supporting global sales/CS organizations, conducting complex analysis, familiarity with subscription revenue models, and experience with Salesforce platform capabilities.

What you'd actually do

  1. Monitor & analyze standard and customer-specific deal structures to provide strategic insights that proactively drive process enhancements and business growth.
  2. Streamline and modernize legacy complex approval matrixes, manual workflows, including fee structures and auditing protocols, to achieve global scalability and rigorous accuracy.
  3. Lead and deliver projects to align the Center of Excellence, Customer Success, Sales, and others, thereby improving the overall ecosystem and processes.
  4. Manage operations reports & dashboards, knowledge library, develop agentic flows, and investigate new AI-first solutions to drive continuous improvement.
  5. Lead change management efforts and enablement programs to drive successful adoption of new tools and features across the organization.

Skills

Required

  • business analytics
  • sales operations / strategy
  • SQL
  • data visualization tools
  • Google Sheets/Excel
  • presentation tools
  • communication skills
  • storytelling skills
  • ownership mindset
  • growth mindset

Nice to have

  • Snowflake
  • Tableau
  • CRM Analytics
  • Slides/PowerPoint
  • supporting global sales or customer success organizations
  • complex analysis
  • large-scale datasets
  • subscription revenue models
  • attach/renewal motions
  • automation using Salesforce platform capabilities
  • workflow tools
  • Salesforce experience

What the JD emphasized

  • AI-First solutions