Sales Operations Analyst

Location :  Tempe, AZ

Pay Rate : $ - $ / hr

Sales Operations Analyst – Merchant Services

Are you detail-oriented, data-driven, and passionate about enabling sales teams to succeed? Join a leading financial institution within the Merchant Services division, where you’ll play a critical role in managing lead distribution, maintaining Salesforce processes, and delivering actionable insights to drive sales performance.

Position Overview

We’re seeking a Sales Operations Analyst with advanced Excel / data skills and Salesforce expertise to support lead assignment to the sales team along with reporting functions. This individual will serve as a Salesforce subject matter expert (SME) within the division, ensuring clean data, accurate reporting, and streamlined processes that empower sales teams to perform at their best.

Responsibilities

Manage daily lead assignment, distribution, and tracking processes within Salesforce

Serve as the Salesforce SME for the Merchant Services division, supporting user needs and system functionality

Leverage advanced Excel skills for data analysis and reporting

Partner with sales leadership to ensure accurate territory alignment, lead routing, and data integrity

Troubleshoot Salesforce issues, provide end-user support, and recommend process / system enhancements

Ensure compliance with internal policies and data governance standards

Qualifications

• years of experience in Sales Operations, Sales Support, or Salesforce Administration

Strong Salesforce experience

Advanced Excel / data skills

Strong understanding of sales operations, lead management, and pipeline processes

Salesforce Administrator certification is a plus but not required