Senior Analyst, Sales Systems & Tools
Proofpoint
About the role
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Requirements
- Visionary in future focused problem-solving
- Comfortable working in environments that are evolving and not yet fully standardized
- Strong problem-solving skills with the ability to diagnose root causes and navigate ambiguity
- Ability to drive progress through cross-functional alignment in a matrixed organization
- Ownership mindset—following problems through to resolution
- Ability to balance strategic thinking with hands-on execution
- 6+ years of experience in Sales Operations, Revenue Operations, or Business Systems roles, preferably within mid-size to large B2B organizations with complex or evolving systems and processes
- Strong hands-on experience with Salesforce Sales Cloud (configuration, reporting, workflows) and CPQ
- Proven ability to translate business needs into system solutions and partner with technical teams to deliver
- Experience supporting cross-functional initiatives with measurable outcomes
- Experience working with imperfect or evolving Salesforce environments, including data quality challenges and process standardization efforts
- High proficiency in Salesforce reporting, Excel, and process/workflow design
- Strong collaboration and communication skills across Sales, IT, Finance, Marketing, and Enablement
Responsibilities
- Responsive to feedback, challenges and opportunities
- Accountable for results and best in class outcomes
- We are seeking a Senior Analyst, Sales Systems & Tools to help evolve and scale the systems, tools, and workflows that power our global revenue organization
- This role sits at the intersection of Sales Operations, technology, and process design—combining hands-on system improvement with cross-functional initiative support
- You will play a key role in improving Salesforce, enhancing data quality, and supporting how we evaluate and optimize our broader sales systems and technology ecosystem
- This is an ideal role for someone who enjoys solving complex problems, working through ambiguity, and delivering measurable improvements in a large, enterprise environment
- You will partner closely with Sales Operations leadership, IT, Finance, Marketing, and Sales Enablement, contributing to initiatives that impact seller productivity, data integrity, and tooling effectiveness
- Salesforce, Data & Process Improvement
- Lead initiatives to improve Salesforce usability, data quality, and workflow efficiency across the lead-to-cash lifecycle
- Translate business needs into scalable system solutions, partnering with IT to design, build, and iterate
- Identify and resolve root causes of system friction, reporting inconsistencies, and process inefficiencies
- Provide ongoing support for Salesforce and Clari to ensure data accuracy, reporting reliability, and continuity of day-to-day sales operations
- Sales Technology Portfolio & Governance
- Drive visibility into the sales technology ecosystem, including tool purpose, usage, cost, and renewal timelines
- Partner with Finance, IT, Security, and Procurement to support tool evaluations, renewals, and investment decisions
- Monitor adoption and value realization to identify optimization or consolidation opportunities
- Support a structured intake and evaluation process for new tools and enhancements
- Contribute to cross-functional forums related to sales tooling and technology strategy
- Productivity, Innovation & Initiatives
- Deliver a portfolio of sales productivity and process improvement initiatives annually
- Identify and implement automation opportunities across systems and workflows
- Partner with stakeholders to pilot and scale AI-enabled capabilities that improve seller efficiency
- Support cross-functional initiatives, including tool evaluations and platform decisions
- Strategic Programs & Cross-Functional Initiatives
- Focus on discrete, high-priority initiatives with cross-functional and leadership visibility (e.g., major tool evaluations, platform decisions)
- Support and help drive high-impact, cross-functional initiatives related to sales technology and process transformation
- Contribute to tool and platform evaluations by coordinating inputs, building analysis, and supporting recommendation development
- Help structure timelines, track progress, and ensure alignment across stakeholders
- Drive day-to-day coordination and execution of select high-priority initiatives (e.g., sales enablement platform evaluations or tooling transitions), including managing timelines, stakeholder alignment, and deliverables in partnership with leadership
- In this role, you will directly impact how effectively our sellers operate and how leadership makes decisions—through strong execution, structured analysis, and partnership with leadership on strategic initiatives
- You will play a central role in improving how our sales organization operates at scale—helping shape both day-to-day execution and how we evolve our technology and processes over time
- You will help ensure we are using the right tools, in the right way, while continuously improving the systems and workflows that power our revenue engine
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