Kiavi Logo

Kiavi

Sales Operations Analyst

Posted 6 Hours Ago
Remote
Hiring Remotely in USA
76K-110K Annually
Junior
Remote
Hiring Remotely in USA
76K-110K Annually
Junior
Supports daily sales operations through Salesforce and Ops Console user support, lead and account assignments, data integrity, reporting, dashboards, process documentation, and production issue triage. Identifies automation and efficiency improvements, assists with Salesforce configuration and sales tool rollouts, supports training and adoption, and executes projects to improve sales team effectiveness.
The summary above was generated by AI

This position can be based remotely in any of our approved hiring regions. Our hybrid distributed workforce philosophy allows us to find the best talent in the country and build diverse teams, while allowing our colleagues to work from the location that works best for them. For those who prefer to work in-office, we have locations in San Francisco and Pittsburgh. We also plan to use these spaces to bring together teammates to drive creativity and innovation.

The Role

Kiavi is searching for a Sales Operations Analyst who can support all aspects of the day-to-day Sales function. This role is a mix of direct sales rep support, data integrity, tactical task execution, and task automation. The ideal candidate is highly detail oriented and comfortable getting in the weeds, but is always looking for ways to create efficiencies. You will join a team of stellar Sales and Marketing Operations analysts, and work closely with Sales Representatives, Sales Leaders, Marketing, and Cross-functional teams.

Responsibilities

  • Serve as the primary point of contact for Salesforce and Ops Console user support, addressing and resolving questions from the sales team.
  • Own daily, weekly and monthly "Run the Business" operations, such as lead/account assignment, data integrity updates, email triaging, and report building
  • Identify areas for improvement, optimize current tasks, and automate manual processes to enhance efficiency. We are always looking to reduce manual work.
  • Act as the first line of defense for production support bugs and feature feedback, filing Jira tickets on behalf of the sales team and escalating as needed.
  • Maintain comprehensive documentation for all sales processes and Run the Business tasks.
  • Actively learn about the "build" side of SalesOps, assisting with field creation, Flows, page layouts, and list views when possible.
  • Assist in new sales tool setup, training, rollout, onboarding, and adoption monitoring.
  • Create and maintain standardized reports and dashboards to monitor pipeline health, data integrity, and key performance indicators in Salesforce.
  • Support the hygiene and administration of Salesforce through routine data clean-ups and report notifications.
  • Execute quarterly projects aimed at elevating sales team efficiency and efficacy.
  • Assist in building out Salesforce tools for the New Construction team

Requirements

  • Bachelor’s degree
  • 1+ years experience in a Sales Operations capacity
  • Experience using Salesforce
  • Highly detail oriented
  • Excellent verbal and written communication skills
  • Ability to manage time effectively across multiple work streams, and juggle multiple projects
  • Strong analytical skills, thrives in a data rich environment
  • Experience collaborating effectively with business stakeholders, sales reps, and cross functional teams
  • Able to create thorough documentation of work

Kiavi takes a market-based approach to pay, and pay may vary depending on your location. The expected annualized base pay range for this full-time role to be performed remotely is 76K - 110K + 5% bonus + benefits. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries. Within the range, the successful candidate’s starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. Your recruiter can share more about the specific base pay range for your preferred location during the hiring process. Please note that the pay range listed above reflects the base salary only, and does not include the target value of bonus, equity, or benefits.

Protect yourself from recruitment scams:

  • If you are offered an interview or a role with Kiavi, this will be communicated with you through email, via an official email address ending in @kiavi.com or @lendinghome.com. 
  • You will never be asked for payments of any kind during the process.
  • We also never communicate with candidates via Whatsapp at any point during the recruitment process. 
  • We won’t ask for personal information or data via text message. If you have any concerns regarding how genuine a text message is, please contact your recruiter.
  • You can find our official Kiavi careers page here. We advise you to check that the page details and website addresses match if you have any concerns.
Kiavi is an Equal Opportunity Employer
San Francisco Fair Chance Ordinance Police Code, Article 49
We use E-Verify to confirm the identity and employment eligibility of all new hires. 

Similar Jobs

26 Days Ago
Easy Apply
Remote or Hybrid
Easy Apply
100K-155K Annually
Senior level
100K-155K Annually
Senior level
Fintech • HR Tech
Own segmentation, book-of-business design, quota setting, and headcount capacity planning across multiple sales motions. Build defensible quantitative models, maintain account assignment and routing logic, manage quota administration, and partner with GTM leaders, Finance, Sales Compensation, and Operations. The role requires recurring planning processes, scenario modeling, clear documentation, and confident communication of methodology, tradeoffs, and risks.
Top Skills: Account Assignment And Routing ToolsAi ToolsRules EnginesSalesforce
An Hour Ago
Remote or Hybrid
USA
66K-92K Annually
Mid level
66K-92K Annually
Mid level
Cloud • Security • Software
Supports channel and revenue operations through partner performance analytics, dashboards, KPI reporting, deal registration management, forecasting, and executive materials. Maintains data integrity across Salesforce, Anaplan, Tableau, PRM, and related systems while partnering with Channel, Sales, Finance, and Revenue Operations. Documents reporting definitions, analyzes pipeline and partner productivity, identifies gaps, and recommends process improvements.
Top Skills: AnaplanDeal Registration ToolsGoogle WorkspaceExcelMicrosoft PowerpointPartner Relationship Management (Prm) PlatformsSalesforceTableau
Expert/Leader
Cloud • Information Technology • Productivity • Security • Software • App development • Automation
Partners with Public Sector sales leadership to improve revenue performance, forecasting, pipeline management, territory and capacity planning, sales processes, reporting, and operational rigor. Supports annual planning, QBRs, compensation tracking, performance insights, change management, and cross-functional initiatives involving Revenue Operations, Analytics, Systems, and Sales Enablement. Identifies workflow improvements and opportunities to apply AI and automation to increase sales productivity and forecast accuracy.
Top Skills: AIAutomationCapacity ModelingEnterprise SaasPipeline ManagementSales Forecasting

What you need to know about the Boston Tech Scene

Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.

Key Facts About Boston Tech

  • Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
  • Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
  • Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
  • Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account