
Senior Sales Operations Systems Analyst
Mentor, OH · HybridJobSeen 5 days agoSeen in employer's feed 5 days ago
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Job overview
The Senior Sales Operations CRM Analyst partners with Global Healthcare Sales and cross-functional teams to optimize the Salesforce CRM ecosystem, including CPQ and reporting dashboards. The role leads enhancement intake and delivery, translates business needs into technical solutions, resolves complex issues, and develops training and change-management programs. It also supports acquisition integrations and mentors junior analysts. This is a hybrid position, with the team meeting in the Mentor office two days per week.
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Full job description
Position Summary The Senior Sales Operations CRM Analystis a strategic partner to Global Healthcare Sales and crossfunctional teams, responsible for optimizing our Salesforce CRM ecosystem-including CPQ and reporting dashboards-to drive sales productivity, datadriven decisionmaking, and revenue growth. This role leads the design and delivery of CRM and CPQ enhancements, owning the enhancement request intake and prioritization process end to end. Partnering closely with Sales, Marketing, Finance, Supply Chain, and Customer Operations, this role translates complex business needs into scalable technical solutions, provides advanced user support and issue resolution, and leads crossfunctional system enhancements. The Sr. Analyst also develops and delivers training and changemanagement programs that improve adoption and performance across global teams. In addition, this role supports acquisition integration efforts as needed and mentors junior analysts, contributing to team development and continuous improvement of Sales Operations capabilities. This is a hybrid position. The team meets in the office in Mentor OH 2 days per week. What You'll Do as a Senior Sales Operations CRM Analyst CRM & CPQ System Design (50%) - Function as the central crossfunctional partner for the global Salesforce ecosystem (CRM, CPQ, dashboards), managing enhancement intake, prioritization, sequencing, and alignment. - Facilitate formal intake process and evaluate enhancementrequests by business value, risk, and effort to determine optimal technical solutions. - Translate business objectives into scalable I&T requirements in partnership with Sales, Marketing, and Customer Operations. - Collaborate with I&T on architecture, integrations, data quality, and release management; ensure reliable deployments through QA/UAT and postrelease validation. - Manage Salesforce solutions, dashboards, and reporting to support Sales and Operations. - Troubleshoot and resolve complex Salesforceissues, including defects, integration failures, and data discrepancies; implement corrective actions. - Create and oversee data standards for pipeline management, forecasting logic, opportunityhygiene, and operational KPIs. - Lead crossfunctional issue resolution across systems, data sources, and processes (Sales, Finance, Operations, IT). - Provide project leadership for enhancements and acquisition integrations, including requirements, design sessions, testing, and golive support What You'll Do as a Senior Sales Operations CRM Analyst - cont'd Training, User Support & Adoption (30%) - Develop and deliver Salesforce and CPQ training programs that increase system proficiency and reduce support requests; gather Voice of Customer from graduates/managers and iterate materials for effectiveness. - Lead changemanagement and communication initiatives to maximize adoption of new Salesforce and CPQ features and improve ROI. - Facilitate collaboration across field sales, IT, product management, Customer operations, and senior leadership; run Field Advisory/feedback forums. - Leverage user adoption tools, including Camtasia and WalkMe, to ensure successful user adoption of new functionality, features, and tools - Report on usage of user adoption tools to Governance committees; identify and implement improvement areas to drive better results - Establish and monitor KPIs related to CRM rigor, including, but not limited to; Data Quality & Completeness, Adoption & Usage, Process Efficiency, Forecast Accuracy & Pipeline Health, and Governance & Compliance. Present quarterly KPI reports to Sales Operations, stakeholders, and governance committees - Use Lean/Kaizen practices, standard work, and KPI tracking to drive ongoing process and system improvements.
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