Sales and Service Operations Analyst

Essential Duties / Responsibilities Support Salesforce pipeline management and operations for the PSM team, ensuring data integrity, accurate workflows, and timely resolution of issues. Perform data investigations, testing, and validation to maintain accuracy across Salesforce and related systems. Build, maintain, and enhance Salesforce reports and dashboards to provide Sales and PSM leadership with visibility into pipelines, KPIs, and operational performance. Partner with Business Systems and cross‑functional teams to support system improvements, new tool integrations, and related operational initiatives. Contribute to Jira‑based project tracking for larger initiatives, including reviewing tickets, providing updates, and collaborating with project stakeholders. Own and maintain PSM systems support in partnership with Business Systems, focusing on improving accuracy, automation, and scalability. Support PSM case management and operational KPIs within Salesforce. Identify opportunities to streamline and improve PSM operational processes in partnership with the PSM team. Drive system scalability and efficiency by proactively identifying opportunities to optimize Salesforce and related tools, recommending and implementing improvements that reduce manual effort and support team growth. Own and continuously improve onboarding training programs, including content updates, scheduling, and delivery. Develop and deliver training materials and sessions for new processes, system changes, and operational best practices. Serve as the Subject Matter Expert for Salesforce and related Sales and PSM systems, providing guidance, troubleshooting support, and best practice recommendations to stakeholders across the organization. Support larger cross‑functional initiatives by coordinating across Sales, PSM, Finance, and Business Systems. Contribute to process improvement and operational analysis efforts, surfacing insights and recommendations to leadership. Partner with the broader Sales and Service Systems team to ensure alignment on priorities and execution. Own the creation, maintenance, and organization of operational documentation across Sales and PSM Operations; audit and consolidate existing documentation to ensure accuracy, accessibility, and consistency. Required Job Skills and Abilities Strong Salesforce skills, including pipeline management, reporting, and data integrity; Salesforce certification is a significant advantage. Experience working with AI tools and a curiosity for applying AI to improve operational workflows and team productivity. Experience working in Agile or project‑based environments; familiarity with Jira or similar project management tools preferred. Demonstrated ability to own and manage operational processes with a high degree of accuracy and follow‑through. Strong written communication skills with the ability to create clear, audience‑appropriate documentation and training materials. Comfortable facilitating training sessions and presenting to small and large‑sized groups. Collaborative, proactive, and able to manage multiple priorities across teams in a fast‑paced environment. Continuous improvement mindset with interest in process optimization, documentation, and enabling others. Required Education and Experience Bachelor’s Degree in Business, Operations, or a related field required. 3‑5 years of experience in sales operations, revenue operations, or a related analytical/operational role. Salesforce experience required; Salesforce Administrator or equivalent certification strongly preferred. Experience with project management tools (Jira preferred) and Agile methodologies a plus. Experience developing or delivering training programs and/or operational documentation preferred. Benefits and Pay Range Pay Range: $69,250 – $118,250. This range reflects factors such as prior experience and relevant skill sets. The role is eligible for the company bonus plan. Benefits: Medical, dental, vision, and basic life insurance for employees and families. 401(k) plan with employer match. Flexible vacation and sick policy, twelve paid holidays, and a winter office closure between Christmas and New‑Year's. Additional perks and benefits. Equal Opportunity Employer Statement: Curriculum Associates, LLC is an equal opportunity employer. We do not discriminate against any employee or applicant for employment based on any legally‑recognized basis, including race, color, religion, sex, sexual orientation, gender identity, age, citizenship, disability, veteran status, or other protected characteristics. #J-18808-Ljbffr LE0001 Curriculum Associates, LLC