Upgrade
Fintech
SalesOperations,Analyst
Neural analysis suggests this role is
optimal for Mid candidates.
“Sales Operations, Analyst at Upgrade. Skills: Salesforce, Clay, Outreach.io, Data Orchestration, Sales Engagement, Process Automation. Architecting and maintaining a high-performance revenue engine. Owning the critical data flow between Clay, Salesforce, and Outreach”
What You'll Achieve.
Ensure our Go-To-Market (GTM) teams are equipped with high-fidelity data and streamlined workflows to drive predictable growth; Maintain a minimum of 90% data coverage and accuracy; Ensure seamless mapping of prospects, accounts, and activities while maintaining database hygiene; Provide detailed reporting on reply rates, meeting-set metrics, and sequence ROI; Ensure a frictionless workflow for Account Executives (AEs) and Customer Success Managers (CSMs); Ensure data security while enabling team accessibility; Ensure organizational alignment; Ensuring all enriched leads and sequences are accurately tagged
Industry & Context.
Analytical skills to translate GTM leadership vision into scalable technical architecture and actionable reporting
What They're Looking For.
Must Have
3+ years of experience in Revenue or Marketing Operations with deep technical knowledge of Salesforce (Flows, custom objects, and reporting), Power-user proficiency in Clay, including building AI-driven workflows, writing formulas, and managing complex API/JSON integrations, Proven track record managing Outreach. io at scale, focusing on sequence governance, Salesforce sync logic, and performance analytics, Expert ability to design and implement automated lead routing, lifecycle transitions, and Lead-to-Account mapping, Analytical skills to translate GTM leadership vision into scalable technical architecture and actionable reporting
What You'll Do.
Architecting and maintaining a high-performance revenue engine
Owning the critical data flow between Clay
and maintaining Clay workflows to automate inbound lead enrichment and outbound prospecting
Configuring AI-driven research agents (Claygent) to scrape websites and LinkedIn for specific buying signals
Managing API integrations between Clay and external data providers
Managing the Outreach-Salesforce synchronization
and optimizing automated sequences and templates
Enforcing 'Sequence Governance'
Optimizing the Salesforce UI/UX
Managing custom objects
complex validation rules
Building and maintaining sophisticated Salesforce Flows
Managing user profiles
Developing and overseeing Lead-to-Account mapping processes
Maintaining the 'Source of Truth' for marketing attribution
Implementing and enforcing Lead SOPs
Translating the vision of Sales and Marketing leadership into functional
scalable technical workflows
How You'll Work.
Team & Collaboration
Partner with Marketing and Sales leadership to build, A test, and optimize automated sequences and templates; Translate the vision of Sales and Marketing leadership into functional, scalable technical workflows
Full Job Description
Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers' financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $7.3B. We’re consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal. We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people. About the Role: The Sales & Marketing Operations Analyst is responsible for architecting and maintaining a high-performance revenue engine. This role moves beyond traditional administration into the world of programmatic data enrichment and automated sales engagement. You will own the critical data flow between Clay, Salesforce, and Outreach, ensuring our Go-To-Market (GTM) teams are equipped with high-fidelity data and streamlined workflows to drive predictable growth. What You’ll Do: Data Orchestration & Enrichment Design, build, and maintain Clay workflows to automate inbound lead enrichment and outbound prospecting. Configure AI-driven research agents (Claygent) to scrape websites and LinkedIn for specific buying signals, technographic data, and intent triggers. Manage API integrations between Clay and external data providers to maintain a minimum of 90% data coverage and accuracy. Sales Engagement Operations Manage the Outreach-Sa
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