IT Business Systems Operations Analyst – Sales Pipeline, CRM

48forty Solutions

. Build understanding of the end-to-end sales process, including pipeline stages, lead qualification, team handoffs, and deal progression .

Posted 10/2/2026full-timeHouston • Texas • United StatesMid-LevelSenior💰 $78,000 - $87,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong analytical skills and proficiency in Microsoft Excel for data organization and reporting, while effectively communicating with cross-functional teams to support sales processes and documentation.

Highest-signal resume keywords

Bachelor's Degree in Business AdministrationProficiency in Microsoft ExcelStrong Analytical SkillsExcellent Written and Verbal Communication SkillsExperience with CRM Data Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Process MappingRequirements DocumentationUser Story DevelopmentData AnalysisProcess Performance Reporting

Soft Skills

Attention to DetailOrganizational SkillsIntellectual CuriosityCollaborative AttitudeProblem-Solving Skills

Tools & Technologies

Microsoft OfficeExcelPowerPointCRM Systems

Industry Keywords

Sales WorkflowsLead QualificationBusiness Process DocumentationUser Acceptance TestingStakeholder Communication

About the role

Key responsibilities & impact

Build understanding of the end-to-end sales process, including pipeline stages, lead qualification, team handoffs, and deal progression
Shadow Sales team members and Business Analysts in working sessions, interviews, and requirements discussions
Develop familiarity with company products, customers, and commercial priorities
Assist in mapping sales workflows and drafting process maps, swimlane diagrams, and flowcharts
Take structured notes in stakeholder meetings and prepare summaries, action items, and draft requirements
Maintain business process documentation, requirements backlogs, and project artifacts
Support drafting user stories and acceptance criteria
Pull, organize, and summarize sales data in Excel
Build reports, charts, and summaries on pipeline health, conversion, and process performance
Identify CRM data inconsistencies and assist with cleanup and data quality efforts
Support CRM enhancement projects by documenting requirements, tracking questions, and following up on decisions
Participate in user acceptance testing by executing test scenarios, documenting results, logging defects, and tracking issues
Prepare release notes, quick reference guides, and training documentation
Assist with Sales user support questions and escalate issues as needed
Communicate with Sales, IT, and leadership
Provide status updates and raise questions or blockers
Collaborate across teams and accept coaching and feedback

Requirements

What you’ll need

Bachelor’s degree (completed or expected within the current academic year) in Business Administration, Business Analytics, Information Systems, Management Information Systems, Supply Chain, Economics, Finance, or a related field
Strong analytical and problem-solving skills
Excellent written and verbal communication skills
Proficiency in Microsoft Office, particularly Excel (sorting, filtering, pivot tables, basic formulas) and PowerPoint
Strong attention to detail and organizational skills
Ability to manage multiple assignments and deadlines
Intellectual curiosity and willingness to ask questions, seek answers, and learn new tools quickly
Professional maturity, reliability, and a collaborative attitude

Benefits

Comp & perks

Competitive Pay
Holiday Pay
Daily Pay – Access to your earned wages before payday
Referral Bonuses
Long-Term Career Advancement
Paid Time Off
Medical, Dental, Vision, Basic Life, AD&D, and Short-Term & Long-Term Disability insurance for Eligible Full Time Employees
401(k) Retirement Plan
Great Team Environment
FREE Onsite Gym