Sales Operations Analyst and Data Steward

We are seeking a Sales Operations Analyst and Data Steward to support our Sales and RevOps organization by maintaining the quality, integrity, and consistency of our SalesForce CRM data. The ideal candidate will establish and oversee data governance practices, audit CRM records for accuracy, and partner with cross-functional teams to ensure reliable, actionable data is available for all revenue-related activities. This role requires strong attention to detail, analytical thinking, and excellent communication skills.

Key Responsibilities

1. Data Quality & Accuracy
   1. Conduct regular audits to identify duplicate or incomplete records and ensure data accuracy across all Salesforce objects.
   2. Implement data cleansing initiatives, including deduplication and enrichment processes, in partnership with SalesOps/RevOps and IT teams.
   3. Monitor data quality metrics and create dashboards/reports to track and communicate progress to stakeholders.
2. Governance & Standardization
   1. Develop and maintain data governance policies, naming conventions, and usage guidelines for Salesforce.
   2. Collaborate with SalesOps/RevOps leadership to define data standards that align with business processes and requirements.
   3. Serve as a subject matter expert on data integrity best practices, ensuring compliance across the organization.
3. Process Improvement & Administration
   1. Work closely with Salesforce Administrators and IT to optimize workflows, validation rules, and automation for data entry.
   2. Identify and recommend tools or integrations (e.g., enrichment platforms) to improve data hygiene and user productivity.
   3. Stay updated on Salesforce releases and new features, making recommendations to enhance data management capabilities.
4. Cross-Functional Collaboration & Training
   1. Provide training and documentation to Sales team members on proper data entry and maintenance.
   2. Act as a liaison between Sales, Marketing, Customer Success, and IT to resolve data-related issues and drive data alignment.
   3. Conduct workshops or “lunch-and-learn” sessions to reinforce data management best practices.
5. Reporting & Analytics Support
   1. Ensure that data structures and governance policies support accurate reporting and analytics.
   2. Partner with SalesOps/RevOps analysts to validate and reconcile data for forecasting, pipeline management, and performance reporting.