Upgrade
Fintech
SalesOperations,Analyst
“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
Applying for this Sales Operations, Analyst role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Greenhouse
- Create a Greenhouse profile before applying — it saves time across multiple applications.
- Upload your resume as a PDF; the parser handles it better than Word.
- Answer all knockout questions carefully — wrong answers auto-reject before a human sees you.
- Enable email notifications to track application status in real time.
ANONYMOUS · UNFILTERED
What do employees actually say about Upgrade?
Real rants from real employees. Read before you apply.