CRM Sales Operations Analyst

Commercial Sales Operations Analyst

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About the Role

The Commercial Sales Operations Analyst plays a critical role in supporting the Commercial Sales organization through Salesforce administration, CRM process governance, reporting accuracy, and cross-functional operational alignment across the Lead-to-Order (L2O) and Order-to-Cash (O2C) lifecycle.

This individual will serve as a key Salesforce Subject Matter Expert (SME) and trusted business partner to Sales, Finance, Operations, and Customer teams by helping manage pipeline integrity, quote/order accuracy, forecasting visibility, revenue process alignment, and scalable operational workflows.

The ideal candidate combines strong Salesforce expertise with operational business acumen and the ability to support end-to-end commercial processes from lead generation through order execution, invoicing, and delivery visibility.

Salesforce Administration & CRM Operations

• Serve as the primary Salesforce support resource and day-to-day CRM administrator for the Commercial Sales organization.
• Maintain and improve Salesforce data integrity across Leads, Accounts, Contacts, Opportunities, Quotes, Orders, Assets, and related commercial objects.
• Support Salesforce configuration enhancements including workflows, automation, validation rules, page layouts, fields, reporting, dashboards, and user support.
• Monitor and enforce pipeline hygiene, stage progression accuracy, required field completion, and forecasting consistency.
• Partner with internal stakeholders and external vendors on CRM enhancements, integrations, and system optimization initiatives.
• Support CRM alignment across Salesforce, ERP systems, quoting processes, and operational reporting tools.

Lead-to-Order (L2O) & Order-to-Cash (O2C) Process Support

• Act as an operational SME supporting Sales and Finance teams across Lead-to-Order and Order-to-Cash workflows.
• Support quoting, pricing approvals, order governance, booking validation, and commercial process execution.
• Ensure accurate order entry and commercial data alignment between Salesforce, Finance, and Operations teams.
• Assist in managing bookings, backlog, invoicing visibility, shipment tracking, and delivery status reporting.
• Partner cross-functionally to improve process efficiency, operational visibility, and revenue reporting accuracy.
• Identify process gaps, operational bottlenecks, and data inconsistencies impacting commercial execution.

Reporting, Forecasting & Analytics

• Develop and maintain Salesforce dashboards and operational reporting for pipeline health, bookings, backlog, forecasting, shipments, and sales performance.
• Support recurring executive reporting and ad hoc business analysis requests.
• Assist leadership with forecast accuracy improvements and revenue visibility initiatives.
• Analyze commercial trends, pipeline risks, aging opportunities, and process adherence metrics.
• Support data validation and reporting consistency across Sales, Finance, and Operations.

Sales Enablement & Cross-Functional Support

• Provide day-to-day Salesforce support and troubleshooting for Commercial Sales users.
• Develop training materials, process documentation, and operational playbooks.
• Support onboarding and ongoing training for Salesforce and commercial process workflows.
• Drive adherence to standardized sales stages, approval processes, and operational procedures.
• Partner closely with Sales Leadership, Finance, Operations, Engineering, and Customer teams to improve business process alignment and execution.

Requirements

• 5+ years of experience in Sales Operations, Revenue Operations, CRM Administration, or Commercial Operations.
• Hands-on Salesforce administration and support experience required.
• Strong understanding of Lead-to-Order (L2O) and Order-to-Cash (O2C) business processes.
• Experience supporting quoting, order management, pipeline governance, forecasting, and revenue operations.
• Advanced Salesforce reporting and dashboard experience.
• Strong analytical, organizational, and problem-solving skills.
• High attention to detail with focus on data accuracy and process consistency.
• Ability to manage multiple priorities and operate independently in a fast-paced environment.
• Strong communication and cross-functional collaboration skills.

Preferred Qualifications

• Experience supporting CRM and ERP integrations.
• Experience working closely with Finance and Operations teams.
• Experience improving pipeline hygiene, forecasting accuracy, and operational reporting.
• Familiarity with commercial vehicle, manufacturing, automotive, or industrial operations environments is a plus.
• Experience operating within lean, high-growth Sales Operations organizations.

Preferred Certifications

• Salesforce Administrator certification required or strongly preferred
• Advanced Administrator, Sales Cloud Consultant, Platform App Builder, or Business Analyst certifications preferred
• Additional Salesforce certifications related to CRM, reporting, automation, or Revenue Operations a plus

Why Workhorse

• Lead the Future of Electric Mobility
• Make Executive-Level Impact
• Dog-Friendly Workplace
• Strong, People-First Culture
• Innovation Meets Execution
• Growth-Oriented Environment

Workhorse Group Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, protected veteran status, or disability.