Build and manage Salesforce and HubSpot reports, dashboards, CRM automation, lead routing, workflows, segmentation, and data processes. Support lead lifecycle management, pipeline generation, campaign performance reporting, funnel analysis, ROI tracking, and sales process integration. The role requires strong sales technology expertise and at least five years of sales operations experience in a global B2B technology company.
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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What you need to know about the Chicago Tech Scene
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