Company
SaaS
SalesforceOperationsAnalyst
Neural analysis suggests this role is
optimal for Mid candidates.
“Salesforce Operations Analyst. Skills: Salesforce Operations, Revenue Operations, CRM Administration, Marketing Automation. Own configuration, maintenance, and improvement of Salesforce. Administer HubSpot as marketing automation platform”
Industry & Context.
Problem-solving skills; Analytical mindset; Interpret data; Identify trends; Provide actionable insights; Troubleshooting
What They're Looking For.
Must Have
Bachelor's degree in Business, Information Systems, or Computer Science, Minimum of 3 years of experience in Salesforce administration, CRM operations, or revenue operations, Hands-on experience with HubSpot, Understanding of CRM and ERP systems, Proven ability to design, implement, and optimize business processes, Proven ability to drive user adoption across teams
Nice to Have
Salesforce Administrator certification, Advanced Administrator certification, Platform App Builder certification, Experience working with AI-powered analytics, automation, or reporting tools
What You'll Do.
and improvement of Salesforce
Administer HubSpot as marketing automation platform
Manage and optimize integration between Salesforce and HubSpot
Support integrations between CRM
and third-party tools
Own end-to-end lead management process
and optimize lead scoring models
Monitor funnel performance
Provide insights on lead conversion and pipeline velocity
Develop and maintain scalable reporting frameworks
Leverage AI-powered analytics tools
Conduct regular data audits
Document system configurations and process changes
Provide technical support
Collaborate with cross-functional teams to automate workflows
Optimize commercial operations processes
How You'll Work.
Team & Collaboration
Cross-functional teams; Sales teams; Marketing teams
Full Job Description
## Accountabilities Own the configuration, maintenance, and continuous improvement of Salesforce, including dashboards, workflows, user management, and reporting structures. Administer HubSpot as a core marketing automation platform, ensuring system integrity, performance, and alignment with Salesforce. Manage and optimize the bi-directional integration between Salesforce and HubSpot to ensure accurate, reliable, and timely data synchronization. Support integrations between CRM systems, ERP platforms, and other third-party tools to enable a unified revenue operations ecosystem. Own the end-to-end lead management process, from lead capture through qualification, scoring, and handoff to Sales teams. Design, maintain, and optimize lead scoring models, lifecycle stages, and MQL qualification frameworks in collaboration with Sales and Marketing. Monitor funnel performance and provide insights on lead conversion, pipeline velocity, and revenue metrics through dashboards and reporting tools. Develop and maintain scalable reporting frameworks, leveraging AI-powered analytics tools to support data-driven decision-making. Conduct regular data audits to ensure accuracy, consistency, and integrity across systems. Document system configurations, process changes, and operational workflows to ensure transparency and scalability. Provide technical support, troubleshooting, and training to ensure effective adoption of CRM and marketing automation tools. Collaborate with cross-functional teams to automate workflows, improve data quality, and optimize commercial operations processes. Requirements Bachelor’s degree in Business, Information Systems, Computer Science, or a related field. Minimum of 3 years of experience in Salesforce administration, CRM operations, or revenue operations roles. Salesforce Administrator certification is required; additional certifications such as Advanced Administrator or Platform App Builder are a plus. Hands-on experience with HubSpot, including lead sco
Applying for this Salesforce Operations Analyst role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Lever
- Lever uses a streamlined one-page form — apply in under 5 minutes.
- LinkedIn import works well; review parsed data before submitting.
- The cover letter field is optional but visible to reviewers — use it to differentiate.
- Referral codes from employees can significantly boost visibility of your application.
ANONYMOUS · UNFILTERED
What do employees actually say about this company?
Real rants from real employees. Read before you apply.