pinpoint
Sales Operations Data & Systems Sr. Analyst
Brivo
Austin, USA
Full-time
Mid Level
Onsite
Discovered 1 months ago
Full Job Posting
Key Responsibilities & Focus Areas
- Conduct a comprehensive, top-down audit of our Salesforce instance to evaluate field usage, eliminate duplicate or obsolete fields, and resolve data schema misalignments resulting from legacy system migrations and historic data imports.
- De-duplicate and clean historical account, contact, and opportunity records to establish a single source of truth.
- Establish and enforce strict data governance best practices to maintain database health moving forward.
- Manage, optimize, and maintain system access within private sharing models and multi-tiered role hierarchies.
- Restructure profiles, criteria-based sharing rules, and permission sets to resolve visibility roadblocks for sales leadership while maintaining strict corporate data security boundaries.
- Balance data protection with operational efficiency, ensuring cross-functional teams have the exact access required to execute their roles effectively.
- Design, build, and maintain high-impact reports and dashboards within Salesforce, tailoring views for sales reps, frontline managers, and executive leadership.
- Partner with internal data engineering teams to blend CRM data with enterprise data warehouses and BI tools (e.g., Snowflake, DOMO) to provide holistic corporate reporting.
- Translate complex data sets into visual trends and insights that evaluate pipeline health and drive data-driven business decisions.
- Act as the primary functional guide for team members adopting new system processes, providing targeted documentation and support.
- Smoothly manage system updates, field deprecations, and layout changes to minimize disruption to active sales cycles.
- Create standard operating procedures (SOPs) and technical documentation covering system workflows, data schemas, and sharing rules.
- Train new and existing team members on CRM best practices and data entry standards.
- Standardize opportunity stage definitions and pipeline tracking across diverse sales teams.
- Support recurring forecast reviews with clean data structures that help leadership evaluate win/loss rates, coverage, and performance trends.
Required Qualifications
- Experience: 4+ years of experience in Sales Operations, Revenue Operations or CRM Systems Management. Direct experience handling complex data migrations, system consolidations, or field architecture cleanup is strongly preferred.
- Certifications: Advanced Sales Administration Certification highly preferred
- Data Stack & Tools: Advanced proficiency with data visualization and warehousing tools alongside expert-level skill in Microsoft Excel / Google Sheets for complex data manipulation and cleanup.
- Analytical Skills: Exceptional ability to audit large datasets, trace data inconsistencies back to root causes, and structure clean database schemas that enable accurate forecasting.
- Communication: Excellent written and verbal communication skills, with the soft skills needed to train non-technical users and present data clearly to leadership.
- Project Management: Proven ability to manage multiple technical priorities simultaneously and drive complex system projects to completion in a fast-paced environment.
- Education: Bachelor's degree in Business, Information Systems, Finance, Computer Science or a related field.
Preferred Qualifications
- Advanced Salesforce Certifications (e.g., Advanced Administrator, Platform App Builder, or Sharing & Visibility Architect).
- Direct experience writing or troubleshooting custom formulas, validation rules, and automated workflows.
Why Work for Us?
- The Brivo Experience: We thrive on in-person collaboration and a "one-team" atmosphere. We embrace our international presence, leveraging diverse ideas and backgrounds to improve our culture and our products. To keep our global teams connected and inspired, we provide a premium onsite experience featuring communal meals, recurring social events, and fully stocked workspaces—ensuring you have everything you need to stay focused while building the future of security.
- Total Rewards: We support our people with competitive medical, vision, and dental plans (including company-offset premiums), a 401k with company match, and an unlimited Paid Time Off (PTO) policy that empowers you to take the time you need to maintain a healthy work-life balance.
About Brivo
Software & SaaS1151 employeesFounded 1999
Cloud-native physical security company serving commercial and multifamily properties with access, video, visitor management, and intrusion solutions.
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