NTI Connect LLC

Compensation

Full Description

Job Summary:   The Sales Operations Analyst is a key teammate that keeps our customer and pipeline data clean, current, and actionable. This role owns data integrity in our CRM and drives follow-through from key business leaders to ensure updates are made on time and accurately. The ideal candidate is a driver—someone who is proactive, persistent, and comfortable nudging senior stakeholders to get what’s needed.    Job Duties and Responsibilities:    Data Integrity & Governance  * Own day-to-day data quality in the CRM (e.g., account/contact hygiene, opportunity stages, close dates, values, activity logs). * Build and maintain data validation rules, picklists, workflows, and field definitions to standardize inputs. * Perform regular data audits, dedupe records, and correct inconsistencies or gaps. * Partner with IT/Program Management Office on integrations to ensure data flows in and out of the CRM correctly.   Stakeholder Management & Follow-Through  * Actively chase Sales, Marketing, and Operations leaders for updates on key opportunities, accounts, and forecasts. * Monitor and enforce CRM usage standards; escalate when critical information is missing or out of date. * Run regular “data hygiene” reviews with business owners and document agreed actions. * Serve as the go-to point of contact for CRM questions, issues, and quick fixes.   Reporting, Insights & Forecast Support  * Maintain core dashboards and reports for pipeline, forecast, activity, and account health. * Ensure data is “board-ready” ahead of executive and forecast meetings by validating key fields and assumptions.     * Identify trends and gaps in CRM usage and recommend actions to improve data completeness and accuracy.   Process Improvement & Enablement  * Help define and refine CRM processes (opportunity lifecycle, lead routing, account ownership, etc.). * Create simple, clear documentation and quick-reference guides for end users. * Train new users and run periodic refresher sessions to drive adoption and compliance. * Partner with leadership to prioritize enhancements that improve usability and data reliability.     Job Knowledge, Skills, and Abilities:  * 3–5+ years of experience in a CRM, RevOps, Sales Operations, or Data Analyst role. * Hands-on experience with CRMS required. NetSuite experience preferred * Strong Excel/Sheets skills; experience with BI tools (Tableau, Power BI, Looker, etc.) is a plus. * Proven track record driving stakeholders to meet deadlines and complete actions, especially senior leaders. * Excellent communication skills with the ability to be firm, clear, and professional. * Highly organized, detail-oriented, and comfortable managing multiple moving pieces. * Bias for action: you don’t wait to be told; you see broken data/process and move to fix it.   Physical Requirements:  * Ability to stand or sit for prolonged periods of time. * Ability to occasionally stoop, bend, kneel, crouch, reach, and twist. * Ability to lift, carry, push, and/or pull light to moderate amounts of weight 50 lbs. * Ability to operate office equipment requiring repetitive hand movement and fine coordination including use of a computer keyboard. * Ability to verbally communicate to exchange information.