Overview
Sales Operations Analyst at Jellyfish in Boston. This role offers a flexible work-from-home policy with in-person collaboration in the Boston office a few days per week. You’ll leverage Salesforce and sales analytics to streamline processes, manage our sales tech stack, and provide insights that influence strategy. If you are a strategic, detail-oriented operations expert who thrives in a data-driven, fast-paced environment, we want to meet you!
Responsibilities
* Deal Desk Support: Review and approve quotes and deal structures; serve as the intake point for special pricing or non-standard deals, ensuring compliance with internal policies while helping the sales team close deals efficiently. Provide guidance on deal structure and work with Finance or Legal as needed to accelerate deal closure.
* Bookings intake: Act as the gatekeeper of contracts, ensuring orders match CRM data and are processed for revenue recognition and invoicing. Participate in end-of-month deal review and bookings review processes.
* Salesforce Administration: Serve as the primary Salesforce admin for our Go-to-Market team. Build and optimize advanced Flows, use tools like Roll-Up Helper, and troubleshoot platform issues to ensure our CRM is scalable and reliable. Manage custom objects and validation rules; oversee cross-system integrations to keep data flowing across our tech stack.
* Sales Tech Stack Ownership: Manage and iterate our sales technology tools. Maintain systems such as Outreach, Clay.com, Tableau, Zapier, and other modern sales tech. Continuously evaluate and implement new tools or improvements to enhance team productivity.
* Reporting & Analytics: Build and maintain Tableau and Salesforce dashboards and reports that provide visibility into pipeline health, conversion rates, and go-to-market performance. Proactively analyze data to spot trends and provide recommendations to improve sales processes and forecasting accuracy.
* Cross-Functional Collaboration: Work with sales leadership and other stakeholders to gather requirements, translate requests into detailed user stories, and prioritize a backlog of Sales Ops projects. Champion projects across Sales, Marketing, Finance, and other teams to drive alignment and successful execution of process improvements.
Qualifications
* Salesforce Expertise: Strong Salesforce administration skills, including designing complex Flows and automation. Experience with Salesforce add-ons like Roll-Up Helper and troubleshooting CRM errors (e.g. governor limits, timeouts). Hands-on experience integrating Salesforce with other systems (marketing automation, billing, etc.).
* Tech Stack Management: Experience administering a sales tech stack—provisioning/deprovisioning users and maintaining tools such as sales engagement platforms (Outreach), data enrichment tools (e.g. ZoomInfo or Clay.com), analytics/BI tools (Tableau), automation tools (Zapier), and productivity suites (Google Sheets).
* Analytics & Reporting: Ability to build and maintain Salesforce reports and dashboards with strong data visualization (Tableau) and spreadsheet analysis (Google Sheets).
* Project & Stakeholder Management: Excellent communication and collaboration with sales leaders and cross-functional teams. Experience gathering business requirements, writing user stories or project plans, and prioritizing work. Ability to lead meetings and present data insights to senior leadership clearly.
* Detail-Oriented & Proactive: Proactive, analytical mindset with attention to detail. Anticipate pipeline health issues, identify trends, and take initiative to address challenges. Comfortable working independently in a fast-paced environment.
* Education: Bachelor’s degree required. A technical background in engineering or computer science is a plus.
Bonus Points
* Experience leading sales forecast meetings or data-driven business reviews.
* Salesforce Administrator certifications or relevant credentials.
* A passion for optimizing go-to-market performance through automation and process improvement. Ability to read and write code (e.g., JavaScript, Python, Apex) is a plus.
Occasional travel may be required.
Applicants must be authorized to work for any employer in the US. We are unable to sponsor or take over sponsorship of an employment visa at this time.
About Jellyfish
Jellyfish enables leaders to effectively build AI-integrated engineering teams, align engineering decisions with business initiatives, and deliver software efficiently and on time.
Seniority level
* Entry level
Employment type
* Full-time
Job function
* Business Development and Sales
Industries
* Software Development
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