Sales Operations Analyst
7 days ago
Columbus
Job Description Job Description: Sales Operations AnalystPosition Title: Sales Operations AnalystDepartment: Sales OperationsReports To: Director of Sales OperationsDirect Reports: NoneLocation: Worthington, OhioExperience Level: Early Career POSITION SUMMARYOPOC.us completed a full Salesforce implementation in June 2025. The Sales Operations function is now responsible for operating that platform, scaling the reporting built on it, and supporting a rapidly growing outbound sales organization.The Sales Operations Analyst is the second position on this team. The role owns the recurring reporting and data operations that the sales organization depends on and contributes to CRM and lead operations. The position reports directly to the Director of Sales Operations and offers broad exposure across analytics, CRM administration, and go-to-market systems.This position offers broader exposure than a comparable early-career role at a larger organization. Over the first year, the analyst will work across performance analytics, CRM operations, lead enrichment and deduplication, data quality, compliance operations, and an active platform buildout.The environment is fast-moving and priorities shift as the platform matures. Candidates who work well with ambiguity and can operate with limited direction will be most successful.POSITION WITHIN THE ORGANIZATIONSales Operations sits within the sales organization and is responsible for data, analytics, and go-to-market systems — the accuracy, interpretation, and delivery of the metrics the sales floor operates against.You will partner with the IT team that is separately responsible for platform engineering, including custom development, integrations, and release infrastructure. Sales Operations partners closely with sales leadership, the internal IT team, and our external implementation partners. This role provides regular exposure to each, but the position itself is an analytics and operations role rather than a development role.ESSENTIAL DUTIES AND RESPONSIBILITIESOther duties may be assigned as business needs require.Reporting and Analytics Approximately half of the role.•\tBuild and maintain weekly performance reporting for the sales organization, covering call activity, meetings booked and held, conversion rates, and goal attainment•\tProduce team-level and representative-level KPI reporting on weekly and monthly cadences•\tReconcile data across multiple system exports, resolving duplicates, name variants, and data gaps prior to reporting•\tBuild and maintain Salesforce reports, dashboards, and custom report types, expanding self-service reporting for the sales organization•\tInvestigate and explain variance in reported metrics•\tDocument methodology and assumptions for all recurring reportingSalesforce Operations•\tExecute data loads and mass updates using Data Loader, following sandbox-first practice•\tMaintain record hygiene and manage duplicate records within the platform•\tTest and validate new functionality prior to releaseLead Operations•\tExecute and monitor deduplication, enrichment, and suppression workflows in ZoomInfo Operations (RingLead)•\tSupport lead ingestion from multiple data sources and association partners•\tMonitor lead scoring model output and escalate anomalies•\tSupport Telephone Consumer Protection Act (TCPA) and Do Not Call (DNC) compliance operationsUser Support and Enablement•\tResolve tier-2 issues routed through the case queue, including troubleshooting, data corrections, and access requests•\tCoordinate with designated sales super users, who handle basic navigation and how-to questions, and escalate platform defects to the IT team•\tMaintain standard operating procedures and quick-reference materialsQUALIFICATIONSRequired•\tAt least One year of experience in an analytical, operations, or CRM-adjacent role, including sales operations, marketing operations, business analysis, reporting, or data coordination•\tAdvanced Excel proficiency, including pivot tables, lookup functions, nested logic, and multi-tab workbook construction. A practical exercise is included in the interview process.•\tWorking knowledge of Salesforce, including report building and an understanding of objects and record relationships•\tDemonstrated ability to reconcile data across systems where records do not match cleanly•\tPractical proficiency with generative AI tools and a working understanding of how to apply them to analytical, documentation, and process tasks•\tSound judgment in evaluating AI-generated output, including the ability to validate results against source data and recognize when output should not be relied upon•\tClear written communication, including the ability to explain analytical findings to non-technical audiencesPreferred•\tSalesforce Certified Platform Administrator, or actively pursuing certification•\tExperience with deduplication or enrichment tooling such as ZoomInfo, RingLead, LeanData, Openprise, or Cloudingo•\tFamiliarity with dialer, CTI, or call activity data•\tExposure to Tableau or Power BI; deep proficiency is not expected at this level•\tExperience applying AI tools to reporting, data validation, or documentation workflows in a business settingAdditional ConsiderationsWe place significant weight on demonstrated self-direction — evidence of independently learning new tools, building solutions that were not assigned, or identifying data issues before they were raised by others.WHAT WE OFFER•\tDirect mentorship. The role reports to a Director with end-to-end Salesforce implementation experience, with regular exposure to our implementation partner's senior technical team and the internal IT team.•\tDefined growth path. The position is structured to progress toward a Senior Sales Operations Analyst role as the function scales.•\tCompensation. Base salary of $60,000 to $75,000 depending on experience.•\tBenefits: 401(k) with Company matching Dental insurance Disability insurance Health insurance Paid time off Paid training Vision insuranceFIRST-YEAR EXPECTATIONSTimeframe\tExpected ProgressDays 1–30\tDevelop working knowledge of the Salesforce org, data model, and reporting layer. Observe weekly reporting and commission cycles.Days 30–60\tIndependently produce weekly performance reporting. Support the reporting cycle under supervision.Days 60–90\tAssume tier-2 support and lead operations responsibilities. Begin identifying process improvements independently.Months 4–6\tOwn lead operations execution and monitoring. Contribute to testing and release validation. Begin solutioning operational improvements.Months 6–12\tServe as primary owner of recurring reporting and data operations. Begin executing operational improvements.OUR GROWTH OPPORTUNITIES: At OPOC,us, we empower our employees to set their sights high and blaze their own trails. This is a place where your future success and growth are truly a result of your own efforts and achievements. Our teams are made up of motivated individuals who work hard to advance their careers. Join our team and see how hard work, loyalty, competitive spirit, and unwavering commitment to the customer can take you and your career to new places! About Us:: OPOC.us is a national, market leading organization in the areas of Employee Benefits, Retirement Plan Administration, Risk Management, and Business Success Services (HR and Payroll), specializing in the delivery of FORTUNE 500 “One-Point-of-CARE” solutions for small and mid-sized organizations. For over three decades, OPOC.us has successfully developed relationships that reinforce Branding, Culture Building, and EmployeeCARE, which are designed to take your company into the future. OPOC.us enjoys a national presence, delivering service to a broad spectrum of corporate clients across America. Join us! • If your passion is to work in a caring environment., • If you believe that learning is a life-long process., • If you strive for excellence.•\tIf you want a career that provides substantial financial incentive $60,000.00 - $75,000.00 Annually