Staff Sales Operations Analyst
Cadence Open At a glance
Senior Revenue & Sales Operations role at Cadence. HOME RI · full-time · no salary stated · we estimate $114,523–$177,500 across the United States.
Cadence has not published a salary for this role. The figure below is our estimate, not theirs.
growthroles summary, based on the employer's posting.
What you'll do
- Create Salesforce and HubSpot dashboards to track pipeline activity and campaign results
- Administer LeanData routing and CRM automations, including sequences and workflow rules
- Set up automated templates and processes for pipeline programs, then test them
- Maintain customer data quality through segmentation, suppression rules and cleansing
- Assess funnel and campaign metrics, then share performance findings with internal teams
What you bring
- An undergraduate business degree or a qualification in a related field
- At least five years in sales analysis and operations at a global B2B technology company
- Strong Salesforce and CRM automation skills, including routing tools and pipeline generation
- Experience handling customer records, audience targeting and segmentation
Who this fits
You’ll suit work that connects sales teams’ process needs with CRM systems and pipeline reporting. The role supports direct sales and channel partners across global operations.
From the employer
At Cadence, we hire and develop leaders and innovators who want to make an impact on the world of technology.
We seek a results-oriented Sales Operations Analyst with proven expertise in building, executing, measuring, testing and reporting on lead-to-cash processes, leveraging automation tools, and CRM technology. Reporting to the Sales Operations team, this role will be responsible for developing, implementing, and evolving Cadence’s pipeline generation efforts for the direct and indirect sales channels.
In addition, we need someone who can conceptualize and work with co-functional teams to develop and create standardized CRM flows, along with reporting and analytics for buyers' journeys. This person will help manage the global lead routing and automated distribution for the Sales and Marketing teams. As well as training direct and indirect sales for sales processes.
The candidate must be an expert in Salesforce and familiar with lead routing and automation tools, specifically LeanData. A full understanding of how a lead-to-quote process works to support Direct Sales and a Global Network of Channel Partners using automation tools is required.
Responsibilities
- Build reports and dashboards in Salesforce and HubSpot
- Manage the lead routing and CRM automation tool, LeanData
- Manage additional Sales automation efforts and processes using CRM sequences and workflows
- Implement automated processes and templates to support pipeline generation programs and business initiatives
- Ensure data structure, integrity, segmentation, and collection processes are aligned with reporting and business needs
- Define/build database workflow triggers, create rules, build segmentation and suppression lists, test, and experiment
- Support important initiatives in Salesforce, such as assisting with the lead lifecycle, lead status, lead nurturing, segmentation, and data cleansing
- Understand and evaluate pipeline generation metrics and distribute campaign performance to internal stakeholders
Minimum Qualifications
- An undergraduate degree in business, or a related field
- Minimum of 5 years of sales analyst and sales operations experience in a global, B2B technology company
- Strong knowledge of the sales technology landscape and solutions
- Excellent understanding of sales automation strategy and CRM tools experience (e.g., Salesforce, HubSpot, Microsoft Dynamics, LeanData) and proven ability to leverage these technologies to fuel pipeline generation
- Experience managing customer data, audience segmentation, and targeting
- Understanding of the entire funnel performance and growth levers for each funnel stage
- Experience working with sales teams to understand needs and integrate them into their processes
- Experience in tracking ROI, analyzing trends, and providing metrics
- Excellent PC skills, including Microsoft Word, MS Office, Excel, and PowerPoint
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