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indeed

Senior CRM Sales Operations Analyst

Designs for Health
Remote, USA
Full-time
Entry
Remote
USD 90000-110000 yearly
Discovered 1 weeks ago
HubSpotCRM operationsSales operationsCRM workflows and automationCRM reporting and dashboardsCRM data governance and quality

Full Job Posting

Compensation

  • Salary range is $90,000–$110,000 per year.

Role overview

Remote Senior CRM Sales Operations Analyst serving as functional owner and power user for Sales' use of HubSpot.

Supports B2B, B2C, and DTC channels and partners with Sales, Marketing, IT, Data, Finance, Customer Service, and other teams.

Collaborates with the Senior CRM Marketing Operations Analyst on shared customer and account data, lifecycle definitions, lead handoffs, integrations, and reporting.

Responsibilities

  • Own Sales' HubSpot processes, pipelines, reporting, documentation, and user practices.
  • Improve HubSpot properties, pipeline stages, lead routing, workflows, automation, reports, dashboards, permissions, and standards.
  • Analyze CRM, account, customer, activity, pipeline, and sales-performance data; produce recurring and ad hoc reports and dashboards.
  • Improve sales processes for leads, accounts, contacts, deals, activity, pipelines, territories, and customer lifecycle.
  • Coordinate shared records, lifecycle stages, lead handoffs, campaign-to-pipeline measurement, integrations, and reporting with the Marketing CRM counterpart.
  • Maintain CRM data accuracy through governance, definitions, validation, naming conventions, deduplication, and documentation.
  • Use Snowflake to validate sales and customer data, reconcile reporting, and support analysis across enterprise sources.
  • Support integrations and data flows among HubSpot, NetSuite ERP, Snowflake, Badger Maps, and other connected systems.
  • Analyze Badger Maps field activity, customer potential, outcomes, and territories; recommend route or territory changes.
  • Troubleshoot data discrepancies, sync issues, workflow errors, reporting inconsistencies, and user-experience problems.
  • Coach Sales users and create training materials, process guides, documentation, and communications.

Competencies

  • Advanced HubSpot knowledge across sales processes, reporting, workflows, data quality, integrations, governance, and user enablement.
  • Sales operations understanding, including pipelines, forecasting inputs, sales activity, account management, and territory performance.
  • Analytical thinking to interpret CRM, customer, pipeline, and sales data and make practical recommendations.
  • Promotes accurate, structured, well-documented data practices and understands data flows across connected business systems.

Workplace

  • The position is remote.

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