Senior Analyst, Territory Management & Segmentation

AnalystAnalystFull TimeRemoteTeam 1,001-5,000H1B SponsorCompany SiteLinkedIn

Location

California + 4 moreAll locations: California, Colorado, Illinois, New Jersey, North Carolina

Posted

89 days ago

Salary

$100K - $120K / year

Bachelor Degree3 yrs expEnglishSFDCTableau

Job Description

• Own execution of territory assignments across all sales roles and geographies. • Maintain alignment with fiscal year segmentation rules and sales policies. • Partner with Strategy & Planning to support annual and in-year territory design, balancing growth potential and rep coverage. • Operate as the lead SME for Salesforce territory routing logic, resolving edge cases and field escalations. • Review and resolve account creation and routing exceptions, ensuring proper ownership and assignment per policy. • Monitor list views, routing queues, and account overlap to proactively flag ownership or segmentation conflicts. • Interpret and enforce Alteryx GTM policies on segmentation, ownership, and routing. • Manage territory and lead-related escalations in partnership with Sales Leadership and Commissions. • Maintain and update process documentation for routing logic, assignment rules, and exception workflows. • Maintain and improve dashboards and data views in Salesforce to monitor territory integrity, assignment gaps, and routing health. • Partner with Business Systems to test and validate lead routing, territory overlays, and assignment automations. • Contribute to roadmap development for systems and tools that enable territory and lead management at scale.

Job Requirements

  • 3-5 years of experience in Sales Operations, RevOps, or GTM Operations roles—preferably within a B2B SaaS or high-growth tech environment.
  • 1+ year of operations experience with territory, segmentation, and/or lead routing infrastructure.
  • Advanced proficiency with Salesforce (Lead, Account, and Opportunity objects); working knowledge of routing engines and SFDC assignment rules.
  • Strong Excel skills and data analysis capabilities.
  • Familiarity with Tableau, Alteryx, Power BI or equivalent BI and analytics tools is a plus.
  • Familiarity with Dun & Bradstreet for hierarchies or equivalent tool is preferred.
  • Proven ability to enforce policies and resolve edge cases with clarity and professionalism.
  • Strong organizational skills and ability to manage multiple high urgency workstreams.
  • Excellent stakeholder communication skills, with experience working cross-functionally.

Benefits

  • bonus or commission
  • medical
  • retirement
  • financial
  • wellness
  • time off
  • employee discounts

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