Company Description
IntelligenceBank is the leading digital asset management and marketing operations software solution for brands in regulated markets. Used by over 1m+ users in 53 countries, IntelligenceBank uses AI and automation to help ensure brands get to market quickly, stay on brand and ensure regulatory compliance.
We are looking for a Sales Operations Analyst with prior experience in SaaS Sales to join our team. At IntelligenceBank, we prioritise having a growth mindset in a collaborative environment where innovation can flourish and your work can shine.
Job Description
Reporting to the Senior Data & Insights Manager, as our Sales Operations Analyst you'll be a trusted advisor and main point of contact for all things GTM and Salesforce, fostering a culture of operational excellence. Here's a snapshot of your core responsibilities day to day:
Maintain our salesforce.com reporting suite for Sales and Customer Success (CS). Be one of the key Administrators of Salesforce working closely with Finance, Sales, CS and Marketing.
Maintain the GTM technology stack, including, ZoomInfo, Account Engagement, Sales Engagement, PandaDoc, conversation intelligence software and more.
Build, maintain and modify custom Salesforce Objects and workflows in line with business needs
Develop, build and enhance Salesforce Flows & Automations to reduce manual work and increase speed to market
Document Salesforce automation and processes
Help define and track KPIs across the customer lifecycle to improve decision-making
Scale our GTM teams by delivering on-demand analytics and situational intelligence across the company.
Data hygiene and enrichment: Ensure clean, accurate, and actionable data for GTM teams.
Evaluate, implement and optimise revenue technology tools to ensure scalability and interoperability
Corporate and departmental reporting: Deliver reliable data and dashboards to support decision-making and forecasting across the company.
Collaborate with GTM teams: Partner closely with Marketing, Sales, and Customer Success to execute key operational initiatives, such as:
Work alongside Finance to provide accurate corporate reporting and data-driven insights for strategic initiatives.
Identify process gaps and recommend improvements to drive efficiency and effectiveness in revenue operations.
Leverage AI tools to automate repetitive tasks, analyse large datasets and surface actionable insights
Champion change management across the GTM team to support process improvements
Trend and conversion analysis
Qualifications
To be successful in this role you MUST have current and extensive experience with Salesforce. This is a key requirement. Other skills and experience needed for the role include:
Demonstrable experience in a RevOps, SF Administration or similar role
B2B SaaS: experience working within B2B sales processes and methodologies.
Proven Experience building & maintaining salesforce objects
Experience with Salesforce flows or similar experience such as building Zapier automations
Collaboration with go-to-market teams: demonstrated experience working with Marketing, Sales and Customer Success leadership
Finance: demonstrated experience working with Finance to reconcile CRM data with financial data
Solutions management: hands-on experience managing and integrating Salesforce with GTM tools:
Data sheets (Excel, Google Sheets)
Data Hygiene: proven ability to maintain data integrity and improve data quality within CRM and related systems.
Strong analytical skills with the ability to translate data into actionable insights.
Excellent organisational and communication skills, with a proven ability to manage multiple projects simultaneously.
Desirable (but not essential) Additional Skills
AI Prompting – experience using AI tools to maximise efficiency for any functions related to the role, including building data tables, workflows and more
Revenue forecasting enablement (within Salesforce or Gong)
Data (ZoomInfo, Dun and Bradstreet or similar)
Conversation Intelligence (Gong, Chorus or similar)
Sales Cadence software (Sales Engagement, Outreach or similar)
Marketing automation (Account Engagement/Pardot or similar)
Chatbot (Qualified, Drift or similar)
Data de-duplication (RingLead or similar)
Additional Information
Next Steps:
Once you’ve applied, your application will be reviewed by one of our team and you’ll be updated by phone or email regarding its status.
Our application process includes phone screening, face to face interviews covering behavioural and practical questions that address our values as well as the requirements of the role you’ve applied for and, finally, references and criminal history checks.
So apply now and we look forward to getting to learn more about you!
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