Customer Operations Analyst

Job Title: Customer Operations Analyst {CXOPS}

Location: Remote (Mexico)

THE OPPORTUNITY:

At Salesloft, our Customer Operations Analyst will be pivotal to our company’s success. You will be a key member of our fast-growing and high-performing Customer Operations team and will be our boots-on-the-ground solution to optimizing processes, leveraging Technology, and driving data-informed decisions. We believe a strong operational foundation is crucial to empowering our Customer teams and overall revenue growth.

On a day-to-day basis, you will be responsible for enhancing our post-sales processes and systems, with a strong focus on Salesforce administration and automation. Specifically, you will:

• Maintain and optimize our Salesforce instance to support Customer operations.
• Develop and implement Salesforce automation to improve efficiency and streamline workflows.
• Create and manage reports and dashboards to provide insights into Customer performance.
• Analyze large data sets to identify trends and opportunities for improvement.
• Administer various technologies used by the Customer team, ensuring seamless integration and operation.
• Lead and manage projects related to the Customer organization initiatives.

In addition to working with amazing colleagues who exemplify our ‘team over self’ core value, you will also have the opportunity to work with cutting-edge technology and make a significant impact on our Customer strategy. You will have an opportunity to make a difference.

WHAT WE’RE LOOKING FOR:

We are seeking a detail-oriented, data-driven, and proactive Customer Operations Analyst who is passionate about optimizing processes and leveraging technology to drive results. You will play a pivotal role in ensuring our Customer operations are efficient and effective by maintaining systems, analyzing data, and managing projects.

If you’re looking for an opportunity to learn more, do more, and become more, then becoming a Customer Operations Analyst is the career path for you!

THE TEAM:

Our Salesloft’s Customer Operations team is comprised of seasoned and up-and-coming operations professionals who are all aligned on one vision and mission:

• Vision: To create a seamless and efficient revenue engine that drives sustainable growth.
• Mission: To optimize processes, leverage technology, and provide data-driven insights to support Customer teams.

The Customer Operations team consists of results-oriented professionals with a strong analytical mindset and a desire to improve systems and processes. The analysts on our team share a few common traits: They are quick learners, problem-solvers, and passionate about enabling revenue growth.

THE SKILL SET:

• 2+ years of experience in an Operations or Analyst role.
• Strong Salesforce administration skill set.
• Salesforce automation creation and maintenance
• Salesforce Report and Dashboard creation.
• General knowledge of the overall system administration
• Ability to learn and administer various customer-facing and Internal technologies.
• Strong Excel or Google Sheets experience
• Experience in analyzing and manipulating large data sets.
• Experience leading and managing projects.
• Quick learner and good writing, verbal communication skills.

WITHIN ONE MONTH, YOU’LL:

• Attend Salesloft’s New Hire Orientation, where you will learn our Salesloft story and understand what makes our “Lofters” unique 
• Meet team and key partners in the Services, Success, Support and Customer Edu Organizations
• Begin 1:1’s with your manager, understand your 30-6-90 plan, meet & shadow current members of the Salesloft team
• Set your OKRs (Objectives and Key Results) with your manager and develop an action plan to achieve them
• Be introduced to the Customer Org tech stack and understand how each tool is used today
• Have an understanding of the key metrics tracked by each team and why

WITHIN THREE MONTHS, YOU’LL:

• Have begun working independently with various leaders across the Customer organization on the needs of the business
• Be proficient in all technology used by the Customer Organization and begin troubleshooting and resolving any issues independently
• Be able to build Salesforce reports and dashboards that surface key metrics to the business
• Be able to analyze and summarize data in Google Sheets at an executive level
• Will identify and lead your first project

WITHIN SIX MONTHS, YOU’LL:

• Have developed strong working relationships with various leaders across the organization
• Have become confident in the administration of all technology in the Customer Organization
• Manage and lead several projects aligned with the business's OKRs
• Drive innovation around process and technology based on data

WITHIN TWELVE MONTHS, YOU’LL:

• Be considered a top-performing Analyst on the team by consistently driving improvement 
• Set an example for new team members, and assist in training, onboarding and motivating new Lofters

WHY YOU’LL LOVE SALESLOFT:

At Salesloft, we're not just a company, we're a community built on shared values. 

• Lead With Humility and Respect
• Earn Customer Trust
• Put Team Over Self 
• Redefine What’s Possible
• Deliver Big Results

Salesloft delivers a performance force multiplier for the world’s most demanding companies. Salesloft’s Revenue Orchestration Platform, delivering the first AI-powered durable revenue engagement model, keeps market-facing teams on top of all buyer signals, with outcomes-driven prioritization so they always act first on what matters most. Thousands of the world’s most successful sales teams, like those at Google, 3M, IBM, Shopify, Square, and Cisco, drive more revenue with Salesloft.

While we’re proud of our history, we’re even more excited about the future. We want to create a world-class culture and company that attracts, develops, engages and retains elite talent.

Since our founding in 2011, we have grown into a global, award-winning organization with Lofters based all over the world. As a testament to our organizational health, we have been named by Forbes as one of America’s Best Startup Employers in 2021, Atlanta Business Chronicle’s 2022 Healthiest Employers, three times by Deloitte as a ‘Fastest-Growing Technology Company in North America,’ and have been recognized as a top workplace by Fortune, Glassdoor, Atlanta Journal-Constitution, and Inc Magazine. 

In addition to our stand-out organizational health:

• 2024 Best Places to Work Certified for a fourth consecutive year
• Leader in The Forrester Wave™: Revenue Orchestration Platforms for B2B, Q3 2024
• G2 Enterprise Sales Engagement Leader 15 consecutive quarters
• Recognized by Gartner Peer Insights as a Customer’s Choice in 2023 Voice of the Customer for Sales Engagement Applications
• G2 recently ranked us #1 in Enterprise Sales Engagement and we were named a leader in the 2022 Forrester Wave for Sales Engagement.  We received the highest possible score in 26 out of 30 criteria, more than any other vendor evaluated in our category. 

We’re redefining an age-old industry. This is challenging work – but our team of driven innovators makes the journey thrilling. We’re fast-paced, cutting-edge, and collaborative. We pursue excellence in everything we do and have a lot of fun along the way. Come join us!

 WHY SHOULD YOU WORK AT SALESLOFT:

• You will become part of an amazing culture with a supportive CEO and smart teammates who actually care

• You will work with an amazing team you can learn from and teach
• You will experience joining a high-growth/high-trajectory organization
• You will hear “Yes, let’s do that!” and then have the opportunity to successfully execute on your ideas
• You will build community with Lofters of many cultures and backgrounds through ERGs and DEI initiatives
• We have a vibrant, open office that utilizes modern technology
• We firmly believe you will have the opportunity to  grow more here than you would anywhere else

Salesloft is committed to creating a sense of belonging for all Lofters. We integrate representation and inclusion into Salesloft’s core by establishing and meeting specific, time-bound objectives for fair hiring and career growth. We prioritize actionable steps over terminology, and showcase how a genuinely diverse and inclusive culture enhances our financial success and overall performance. 

We are proud to be an Equal Opportunity Employer and provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, pregnancy, sexual orientation, or any other characteristic protected by law.

Don’t meet every single requirement? Studies have shown that people from underrepresented groups are less likely to apply to jobs unless they meet every single qualification. At Salesloft we are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles.

Keep an eye on our Careers Page for other positions!

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