The Role
About Us
ControlUp is a leader in Digital Employee Experience (DEX), evolving IT operations with agentic AI to deliver Autonomous Endpoint Management (AEM) and a digital workspace that runs itself.
Our platform transforms millions of real-time signals into intelligent action, bridging the gap between deep visibility and automated remediation. We turn "IT headaches" and employee frustration into self-healing operations, allowing organizations to move beyond reactive troubleshooting toward a future where technology works seamlessly in the background.
We’re here to ensure the workday runs without disruptions. No tool sprawl, no wasted time, and no friction. Just technology that works for people, not against them, so they can stay focused on what they do best.
One platform. One powerful shift in how work flows.
About the Role
We are seeking a high-impact Sales Operations Analyst to serve as a key architect in our revenue engine, driving the scale and efficiency of our global sales organization. You will be responsible for building infrastructure and making process improvements that allow our sales team to continue to scale. This role bridges the gap between raw data, process, enablement, and strategy, providing the structure our sales teams need to accelerate deal velocity and drive better revenue outcomes.
This position is ideal for a highly organized, detail-oriented individual who can quickly develop a strong understanding of current ControlUp sales processes, systems, and the overall quote-to-cash lifecycle.
Responsibilities
CRM Architecture & Data Governance:
- Data Integrity: Conduct routine audits and data clean-up within Salesforce (e.g., opportunity stages, close dates, loss reasons, account accuracy).
- System Maintenance: Support our SFDC Admin on mass data updates, imports, and system maintenance activities to ensure compliance with established data governance standards.
- Tech Stack Optimization: Manage 2026-standard sales tools, including AI-driven forecasting and prospecting solutions, ensuring clean data flow, documentation, and enablement.
Sales Support & Enablement:
- First-Line Support: Serve as a primary point of contact for sales team questions related to CRM usage, standard quoting, and process clarification.
- Sales Enablement: Assist in preparing materials for onboarding sessions and develop clear, user-friendly "how-to" guides and FAQs for sales representatives.
- Territory Management: Execute account reassignments and territory adjustments using approved tools and workflows.
Process Compliance & Deal Velocity:
- Monitoring: Audit adherence to defined sales processes and CRM hygiene standards; flag potential process gaps for escalation and review.
- Deal Desk Support: Support basic quote creation for standard transactions and route deals through the approval workflow to ensure speed-to-contract.
- Lifecycle Performance Monitoring: Act as the bridge between BI-generated data and Sales execution. Perform custom analysis on revenue metrics to monitor the health of the sales lifecycle, ensuring data-driven decision-making that enhances overall business outcomes and rep productivity.
Continuous Improvement:
- Strategic Projects: Partner with Sales Operations leadership on special projects aimed at improving sales efficiency, process optimization, and reporting accuracy.
What You’ll Bring
- Experience: 3 to 5 years in Sales Operations, Revenue Operations, or a high-level Sales Support role, preferably within a SaaS or technology environment.
- Analytical Storytelling: Expert at navigating Salesforce reporting and leveraging BI-provided datasets to perform deep-dive, ad-hoc analysis. You can move beyond "what happened" to explain "why it happened," identifying friction points to accelerate sales cycles.
- CRM Agility: Ability to add fields, update workflows, and manage page layouts in Salesforce to keep pace with sales process changes is a plus.
- Integrated Lead Flow: Functional understanding of how Marketo pushes data to Salesforce; ability to troubleshoot sync issues and ensure reps have the right lead context.
- Insight Generation: Skilled at running ad-hoc reports that dissect the revenue lifecycle (e.g., stage conversion, lead-to-close velocity, and win/loss trends).
- Attention to Detail: A "clean data" mindset with the ability to spot inconsistencies in large datasets before they become problems.
- Communication: Ability to translate complex data into clear instructions for sales reps and concise summaries for executives.
Ready to join? Apply now and help us shape the future of IT and employee experience.
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The Company
What We Do
Today, millions of us work remotely, and we wouldn’t want it any other way. We’ve discovered that having more flexibility to work wherever and however we want frees us to bring our best at work and in life. ControlUp's Digital Employee Experience management platform empowers IT teams to make remote work simple and more reliable.
