Sales Operations Analyst

<h3>About <a href="http://customer.io/">Customer.io</a></h3> <p>Over 8,000 companies — from scrappy startups to global brands — use our platform to send billions of emails, push notifications, in-app messages, and SMS every day. <a href="http://Customer.io">Customer.io</a> powers automated communication that people actually want to receive. We help teams send smarter, more relevant messages using real-time behavioral data.</p> <p>As a Sales Operations Analyst on our Revenue Operations team, you’ll play a pivotal role in shaping a high-performing, data-driven sales engine. You’ll partner closely with Sales, Marketing, and Systems teams to optimize the funnel, streamline processes, and ensure our GTM teams have the visibility and tools they need to excel. This is an opportunity to create real impact by bringing clarity, structure, and insights to a fast-growing organization.</p> <h3>What we value</h3> <ul> <li>Clarity and simplicity — You care deeply about clean data, clear processes, and documentation that helps teams move faster and with confidence.</li> <li>Ownership and accountability — You take responsibility for outcomes, proactively identifying issues and driving solutions from idea to execution.</li> <li>Systems thinking — You understand how tools, workflows, and people connect across the GTM funnel and design solutions that scale as the business grows.</li> <li>Data-informed decision making — You use data to surface insights, challenge assumptions, and guide prioritization, while applying sound judgment and context.</li> <li>Collaborative, empathetic partnership — You work closely with Sales, Marketing, and RevOps partners, balancing business impact with how teams actually operate day to day.</li> </ul> <h3>What you’ll do</h3> <ul> <li>Partner with Sales leadership to analyze, optimize, and operationalize the sales funnel, from prospecting through closed-won, ensuring visibility into performance at every stage</li> <li>Develop and maintain sales dashboards, reports, and KPIs to track pipeline health, conversion rates, forecasting accuracy, and rep productivity</li> <li>Own CRM processes (Salesforce) to ensure accurate data capture, hygiene, and compliance with sales processes and SLAs</li> <li>Support ad hoc analysis and campaign targeting requests with scalable, repeatable reporting processes</li> <li>Support and improve lead and account routing logic to ensure speed-to-lead and alignment with go-to-market strategy</li> <li>Partner with Systems Admins to deploy and maintain Salesforce enhancements and related sales tools, supporting the evolving needs of the sales organization</li> <li>Serve as the point of contact for sales tooling—monitoring performance, troubleshooting issues, and coordinating fixes as needed</li> <li>Support territory planning and account ownership within the CRM, ensuring accurate assignments and clean data</li> <li>Conduct process audits and identify opportunities for automation and scalability within core GTM workflows</li> <li>Collaborate with stakeholders in Sales, Marketing, and RevOps to streamline lead routing, territory assignments, and opportunity management</li> <li>Support forecasting and pipeline management, ensuring consistent methodology and high confidence in reported data</li> <li>Coordinate cross-functional projects that impact the sales organization (e.g., rollout of new tools, process changes)</li> <li>Document and maintain sales processes to drive clarity and alignment across teams</li> </ul> <h3>What we're looking for</h3> <ul> <li>Strong understanding of GTM processes, including lead management, sales stages, a ... (truncated, view full listing at source)