CRM & Operations Analyst
New
J
JobgetherB2B SaaS
Based in United StatesFull-TimeMiddle
Salary60,000 - 70,000 USD per year
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Job Details
- Experience
- 2–4 years
- Required Skills
- Data AnalysisSalesforceMicrosoft ExcelHubSpotGoogle Sheets
Requirements
- 2–4 years of experience in sales operations, revenue operations, CRM administration, business analysis, or data analysis.
- Hands-on CRM administration experience with Zoho, Salesforce, or HubSpot (direct Zoho experience strongly preferred).
- Advanced Excel or Google Sheets skills.
- Experience building dashboards using tools such as Zoho Analytics, Looker, Tableau, or Power BI.
- Strong attention to detail with a focus on maintaining accurate and clean data.
- Process-oriented mindset with the ability to document, evaluate, and improve workflows.
- Comfort working independently in a fast-moving, small operations team.
- Bachelor’s degree in Business, Analytics, or related field, or equivalent experience.
- Experience in a B2B SaaS environment preferred.
- Experience with deal desk or deal-approval processes preferred.
- Knowledge of SQL and lead-flow processes is a plus.
- Ability to work for extended periods at a desk and on a computer.
Responsibilities
- Own the day-to-day administration of Zoho CRM, including user management, automation configuration, and integrations.
- Develop new CRM automations to support deal volume and improve sales and marketing efficiency.
- Maintain CRM data integrity through deduplication, validation rules, and routine audits.
- Support pipeline management, sales forecasting, quota tracking, and deal desk workflows.
- Build and maintain dashboards and reports covering pipeline health, funnel conversion, and key sales performance indicators.
- Identify process breakdowns and trends, bringing forward practical recommendations for improvement.
- Coordinate handoffs between Sales, Finance, and Customer Success teams.
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