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Senior Analyst, Global Shared Services
Instructure. Manage escalations and complex issues related to sales onboarding and offboarding .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing sales onboarding and offboarding processes, with a strong focus on Salesforce automation, reporting, and user management. Proficient in analyzing and enhancing sales operations, ensuring compliance, and providing data-driven insights to leadership.
Highest-signal resume keywords
Salesforce Automation TroubleshootingTableau Dashboard ProficiencyDeal Desk Support ExperienceSales Operations KnowledgeProject Management with Jira
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Salesforce User ManagementSalesforce ReportingTableau ReportingData AnalyticsSalesforce Admin FunctionsPricing CalculationsOpportunity SplitsAudit ProcessesWorkflow BuildsBasic Google Sheets Formulas
Soft Skills
Attention to DetailAnalytical Skills
Tools & Technologies
SalesforceClariOutreachTableauZendeskJiraClickUpLucidchartGoogle SlidesConfluence
Certifications & Qualifications
Six Sigma Certification
Industry Keywords
Sales OperationsSaaS OperationsRules of EngagementComplianceEscalation Management
Tech Stack
Tools & technologiesTableau
About the role
Key responsibilities & impact- Manage escalations and complex issues related to sales onboarding and offboarding
- Troubleshoot Salesforce automation, account ownership, territory logic, user management, and reporting issues
- Collaborate with IT, third-party vendors, Deal Desk, and cross-functional stakeholders
- Manage compensation and commission queries, audits, root-cause analysis, and process enhancements
- Handle deal-related queries involving pricing calculations, discount structures, revenue allocations, renewals, deal splits, and order forms
- Audit new logos, renewals with upsells, deal splits, pricing, and contract structures for accuracy and compliance
- Conduct quality checks on analysts’ ticket resolutions and address escalated queries
- Manage territory assignments, opportunity transfers, quota splits, ownership, field values, and stage updates
- Support setup and administration of LinkedIn Sales Navigator, Clari, Outreach, and Salesforce users
- Create and refine SOPs and workflows
- Manage and support low-to-mid impact projects aligned with CFO initiatives
- Oversee reports and dashboards providing leadership with data-driven insights
- Identify training needs, automation opportunities, risks, and process improvements
Requirements
What you’ll need- Experience supporting and handling escalations for user management and profile setup within Clari, Tableau, Salesforce, and CRM platforms
- Proficiency in Tableau and Salesforce dashboards, reporting, troubleshooting, and backend support
- Deal Desk support experience involving quotes, pricing, opportunity splits, and order forms
- Knowledge or experience in renewals support
- Strong understanding of Sales Operations, SaaS operations, Rules of Engagement, and audit processes
- Proficiency in Salesforce tool navigation, data and analytics, and Salesforce Admin functions
- Experience using ticketing systems such as Zendesk, Jira, or ClickUp
- Mid-to-intermediate-level reporting skills, including Salesforce report creation, Lucidchart workflows, Google Sheets basic formulas, and Google Slides
- Experience handling escalations related to Clari, Outreach, and Salesforce setup and troubleshooting
- Strong attention to detail and analytical skills
- Salesforce intermediate skills, including troubleshooting, user role setup, logic automation, and CPQ configurations (preferred)
- Project management experience with Jira, Zendesk, ClickUp, Confluence, or Asana (preferred)
- Basic knowledge of Salesforce automation logic and workflow builds (preferred)
- Six Sigma certification (preferred, not required)
Benefits
Comp & perks- Competitive compensation
- Full-time employee participation in the ownership program
- Flexible work culture
- Generous time off, including local holidays and the annual “Dim the Lights” period in late December
- Comprehensive wellness programs and mental health support
- Learning and development resources
- Professional development tools
- Tuition reimbursement
- Technology and tools needed to do the best work
- Motivosity employee recognition program
- Inclusive, supportive culture