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Sales Operations Analyst

External
simpro logoSimpro · Miami
Full-timeOn-site3w ago
CRMDocumentationExcelLeadershipSalesforce
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Responsibilities

  • Own day-to-day CRM maintenance in Salesforce, including account ownership updates, opportunity data cleanup, territory adjustments, and contact record hygiene.
  • Work extensively in Excel to organize, reconcile, and analyze sales data - this is a core part of the role.
  • Pull lists, build reports, and prepare data files to support sales campaigns, territory planning, and leadership requests.
  • Serve as a first point of contact for sales reps and managers on operational requests (account lookups, data corrections, access issues, process questions).
  • Support regular sales rhythms, including preparing materials for pipeline meetings, forecast calls, and QBRs.
  • Assist with quota and commission tracking inputs, ensuring underlying data is accurate and reconciled.
  • Help administer sales tools - user provisioning, basic configuration updates, and first-line troubleshooting.
  • Identify data quality issues and process gaps, and partner with the RevOps team to resolve them.
  • Contribute to documentation of sales processes and workflows to help the team operate more consistently.
  • This job description is not an exhaustive list of duties and may be modified at the discretion of Simpro Group

Requirements

  • At least 1 year of professional experience in a business, operations, sales support, or administrative role.
  • Bachelor's degree in Business, Economics, Communications, or a related field.
  • Strong Excel skills are required. You should be confident with VLOOKUP/XLOOKUP, pivot tables, IF statements, text functions, and cleaning up messy data independently.
  • Exposure to a CRM system (Salesforce strongly preferred) through work experience, internships, or coursework.
  • Exceptional attention to detail and a strong sense of ownership over the quality of your work.
  • A service-oriented mindset - you enjoy helping people and take pride in quick, accurate follow-through.
  • Clear written and verbal communication skills.
  • Comfort juggling multiple requests and priorities in a fast-paced environment.
  • Based in or willing to work from our Miami office.
  • Exposure to SaaS or subscription-based businesses is a plus.
  • Interest in growing into a more senior RevOps, analytics, or sales role over time is a plus.
  • What We Can Offer You
  • Responsible Time Off
  • Comprehensive medical, dental, vision package with 100% employer paid options
  • Additional benefits including Health Savings Account; Flexible Spending Account; Critical Illness Insurance; Hospital Insurance; Accident Insurance; Life Insurance and AD&D; and Disability Insurance available to purchase.
  • Wellness Challenge App, Diabetes Prevention App, and Health Hub App
  • 401k/Retirement Plan with 6% employer match
  • Generous Parental Leave Program
  • Paid Volunteer Leave Days
  • Public Holiday Exchange Scheme
  • Talent Referral Program - get rewarded for referring a friend to join our team!
  • Diverse training & internal networking opportunities across all of our product lines
  • Opportunities for career progression and development
  • Service recognition awards
  • Click here to find out more about working at Simpro Group!
  • Our Core Values
  • We Are One Team
  • We Are Customer Centric
  • We Are Growth Minded
  • We Are Accountable
  • We Celebrate Success
  • If you'd like to join a fun and progressive organization, where there are opportunities to develop your career, please apply now with your CV/resume.
  • *Please note, no agencies will be accepted in the recruitment of this role.

Benefits

Health insuranceDental insuranceVision insurance401(k)Flexible scheduleParental leave

Additional Information

Job Context The Sales Operations Analyst supports the day-to-day operational needs of Simpro's sales organization from our Miami office. This is a hands-on role at the heart of how our sales team runs - owning data quality in our CRM, keeping pipeline information accurate, and serving as a go-to resource for reps and managers who need things done quickly and correctly. It's a great opportunity for someone early in their career to learn how a SaaS sales organization operates from the inside, sharpen strong Excel and CRM skills, and build a foundation for growth into more senior RevOps, analytics, or sales roles over time. The right person is detail-oriented, genuinely enjoys working in spreadsheets, and takes pride in being the person the sales team can count on.


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