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About the Role

Build and maintain the standard sales reporting suite — pipeline, activity, win rates, forecast accuracy, and territory performance — in Salesforce and Power BI.

Maintain CRM data integrity by running audits and resolving issues such as mis-staged opportunities, missing fields, duplicate accounts, and conflicting territory ownership.

Create and validate account and contact lists for prospecting, whitespace, winback, migration, renewal, cross-sell, and campaign motions.

Translate business requests from Sales, Marketing, Customer Success, and Operations into clear list criteria, filters, exclusions, and repeatable, reusable data logic.

Validate product ownership, spend, customer status, open-opportunity suppression, territory assignment, and campaign eligibility before lists are distributed.

Prepare campaign-ready and CRM-ready files with the required identifiers and source-system keys for imports, sales engagement cadences, and marketing activation.

Turn KPI definitions into consistent operational reporting — one trusted version of each metric — and follow report certification standards.

Identify and implement process improvements that enhance sales efficiency; reduce duplicate ad hoc requests by documenting standard list types, reusable filters, and definitions.

Serve as an escalation point for complex reporting, routing, or data issues the frontline sales team can't resolve.

Identify, document, and route data-quality issues — duplicates, missing IDs, incorrect territory assignment, incomplete product ownership, and source-system mapping gaps — to the right owners.

About You

2–4 years of experience in sales operations, revenue operations, BI/reporting, or a similar data role; or equivalent education plus relevant experience. Bachelor's degree in Business, Finance, Statistics, Economics, or a related field is a plus.

Hands-on experience with Salesforce (or a comparable CRM) reporting and dashboards.

Strong Excel skills, including filtering, deduplication, lookups/joins, data cleanup, and preparing import-ready files.

Comfort with basic SQL for pulling, shaping, validating, and reconciling data.

Experience with a BI/visualization tool such as Power BI or Tableau.

Ability to translate ambiguous business requests into clear data criteria, filters, and validation steps.

Strong attention to detail and a habit of validating numbers, IDs, filters, and list logic before anything reaches Sales or leadership.

Strong communication skills, with the ability to explain what a number, list, or record set means and where it comes from to both technical and non-technical audiences.

Familiarity with data-quality concepts (accuracy, completeness, duplication, source-system matching), campaign/data-loader workflows, sales engagement tools, or Snowflake is a plus.