Actionstep
Actionstep's flexible, all-in-one practice management software will take you every step of your journey as a law firm.
Sales Operations Analyst
Location
Colorado
Posted
35 days ago
Salary
$70K - $85K / year
Bachelor Degree2 yrs expEnglish
Job Description
• Serve as first-line support for Salesforce-related requests and questions from Sales, SDR, Marketing, CS, and Partnerships
• Troubleshoot common Salesforce issues (access, visibility, errors, workflow behavior, reporting discrepancies)
• Assist with user onboarding/offboarding, profiles, permission sets, and role hierarchy updates
• Support updates to fields, page layouts, record types, and picklists
• Escalate architectural or high-risk changes to the Director of Sales Operations
• Monitor and improve data quality across Contacts, Accounts, Opportunities, Activities, and related objects
• Help maintain alignment between Salesforce and connected systems
• Assist in building and maintaining simple Salesforce Flows, validation rules, and automation under guidance
• Help test and QA changes in sandboxes before production deployment
• Help build and maintain Salesforce reports and dashboards for Sales leadership and RevOps
• Support operational workflows across the go-to-market tech stack
• Create and maintain Salesforce documentation, process guides, and training materials
• Build and maintain strong working relationships with all internal and external parties
Job Requirements
- 2-3 years of hands-on Salesforce administration experience
- Experience building reports in both Salesforce and excel
- Strong attention to detail and comfort working with structured data
- Ability to manage multiple operational requests in a fast-paced, sales-driven environment
- Strong written and verbal communication skills
- Strong problem-solving mindset and comfort with ambiguity
- Comfort communicating with both technical and non-technical stakeholders
- High degree of ownership and follow-through
- Eagerness to learn Salesforce and Revenue Operations best practices
- Basic understanding of sales processes (lead → opportunity → close → onboarding)
- Project Management Experience (preferred)
- Experience or exposure to tools like Outreach, 6sense, Ortto, Proposify, or similar platforms (preferred)
- Experience in Sales Operations, RevOps, Business Operations, or Customer Operations (preferred)
Benefits
- Robust medical, dental, vision offerings
- 401K with company match
- Flexible working and PTO
- Take your birthday off
- Frequent team building events
- Fantastic training and development opportunities