Customer.io is looking for a Sales Operations Analyst to join our Revenue Operations team. You’ll play a pivotal role in shaping a high-performing, data-driven sales engine by partnering closely with Sales, Marketing, and Systems teams to optimize the funnel, streamline processes, and ensure our GTM teams have the visibility and tools they need to excel.
What You'll Do
- Partner with Sales leadership to analyze, optimize, and operationalize the sales funnel from prospecting through closed-won.
- Develop and maintain sales dashboards, reports, and KPIs to track pipeline health, conversion rates, forecasting accuracy, and rep productivity.
- Own CRM processes (Salesforce) to ensure accurate data capture, hygiene, and compliance with sales processes and SLAs.
- Support ad hoc analysis and campaign targeting requests with scalable, repeatable reporting processes.
- Support and improve lead and account routing logic to ensure speed-to-lead and alignment with go-to-market strategy.
- Partner with Systems Admins to deploy and maintain Salesforce enhancements and related sales tools.
- Serve as the point of contact for sales tooling—monitoring performance, troubleshooting issues, and coordinating fixes.
- Support territory planning and account ownership within the CRM, ensuring accurate assignments and clean data.
- Conduct process audits and identify opportunities for automation and scalability within core GTM workflows.
- Collaborate with stakeholders in Sales, Marketing, and RevOps to streamline lead routing, territory assignments, and opportunity management.
- Support forecasting and pipeline management, ensuring consistent methodology and high confidence in reported data.
- Coordinate cross-functional projects that impact the sales organization (e.g., rollout of new tools, process changes).
- Document and maintain sales processes to drive clarity and alignment across teams.
What We're Looking For
- Strong understanding of GTM processes, including lead management, sales stages, and routing logic.
- Experience as a Salesforce system administrator with Lightning UX (or equivalent experience).
- Excellent documentation skills with high attention to detail and clarity.
- Proficiency in project management and documentation tools (e.g., Notion, Linear).
- Strong analytical and problem-solving skills, with the ability to interpret data, map processes, and translate insights into action.
- Highly collaborative and people-oriented, with strong communication skills and the ability to work cross-functionally.
- Ownership mindset with a track record of planning, executing, and delivering projects end to end in a fast-paced environment.
- 2–4 years of experience in Revenue Operations, Sales Operations, or a similar analytical/process-driven role.
Nice to Have
- Experience with process mapping tools (e.g., Miro) is a plus.
- Hands-on experience with sales and marketing tooling (e.g., marketing automation platforms, PlanHat, LinkedSquares, RevenueHero, Gong, or similar) preferred.
Technical Stack
- Salesforce (Lightning UX)
- Notion
- Linear
- Miro (preferred)
- Sales and marketing tooling (e.g., PlanHat, LinkedSquares, RevenueHero, Gong)
Team & Environment
Operates as a key contributor within the RevOps team, collaborating with senior leadership and cross-functional partners.
Benefits & Compensation
- 100% coverage of medical, dental, vision, mental health, and supplemental insurance premiums for you and your family.
- 16 weeks paid parental leave.
- Unlimited PTO.
- Stipends for remote work and wellness.
- Professional development budget.
- Compensation: $90,000 - $100,000 (or equivalent in local currency) depending on experience and subject to market rate adjustment.
Work Mode
This is a remote position open to candidates in the Americas.
Customer.io recognizes the stifling impact of systemic injustice on diverse communities. We commit to using our influence to increase inclusion and equity within the tech industry.
