Build and manage Salesforce and HubSpot reports, dashboards, CRM automation, lead routing, workflows, segmentation, and data processes. Support lead lifecycle management, pipeline generation, campaign performance reporting, funnel analysis, ROI tracking, and sales process integration. The role requires strong sales technology expertise and at least five years of sales operations experience in a global B2B technology company.
At Cadence, we hire and develop leaders and innovators who want to make an impact on the world of technology.
We seek a results-oriented Sales Operations Analyst with proven expertise in building, executing, measuring, testing and reporting on lead-to-cash processes, leveraging automation tools, and CRM technology. Reporting to the Sales Operations team, this role will be responsible for developing, implementing, and evolving Cadence’s pipeline generation efforts for the direct and indirect sales channels.
In addition, we need someone who can conceptualize and work with co-functional teams to develop and create standardized CRM flows, along with reporting and analytics for buyers' journeys. This person will help manage the global lead routing and automated distribution for the Sales and Marketing teams. As well as training direct and indirect sales for sales processes.
The candidate must be an expert in Salesforce and familiar with lead routing and automation tools, specifically LeanData. A full understanding of how a lead-to-quote process works to support Direct Sales and a Global Network of Channel Partners using automation tools is required.
Responsibilities
- Build reports and dashboards in Salesforce and HubSpot
- Manage the lead routing and CRM automation tool, LeanData
- Manage additional Sales automation efforts and processes using CRM sequences and workflows
- Implement automated processes and templates to support pipeline generation programs and business initiatives
- Ensure data structure, integrity, segmentation, and collection processes are aligned with reporting and business needs
- Define/build database workflow triggers, create rules, build segmentation and suppression lists, test, and experiment
- Support important initiatives in Salesforce, such as assisting with the lead lifecycle, lead status, lead nurturing, segmentation, and data cleansing
- Understand and evaluate pipeline generation metrics and distribute campaign performance to internal stakeholders
Minimum Qualifications
- An undergraduate degree in business, or a related field
- Minimum of 5 years of sales analyst and sales operations experience in a global, B2B technology company
- Strong knowledge of the sales technology landscape and solutions
- Excellent understanding of sales automation strategy and CRM tools experience (e.g., Salesforce, HubSpot, Microsoft Dynamics, LeanData) and proven ability to leverage these technologies to fuel pipeline generation
- Experience managing customer data, audience segmentation, and targeting
- Understanding of the entire funnel performance and growth levers for each funnel stage
- Experience working with sales teams to understand needs and integrate them into their processes
- Experience in tracking ROI, analyzing trends, and providing metrics
- Excellent PC skills, including Microsoft Word, MS Office, Excel, and PowerPoint
Similar Jobs
Automotive • Professional Services • Software • Consulting • Energy • Chemical • Renewable Energy
Conducts complex laboratory tests, evaluates customer samples, documents results, and completes accurate test reports. Leads simple test programs, manages project activities and deadlines, communicates with customers and technical teams, and operates, maintains, and calibrates test equipment. Develops test setups, applies testing standards, supports continuous improvement, and recommends process or equipment enhancements. Requires an engineering degree or equivalent experience, project management, analytical, communication, customer service, and automation skills.
Top Skills:
Laboratory Test EquipmentMS OfficeTest Automation
Automotive • Professional Services • Software • Consulting • Energy • Chemical • Renewable Energy
Manages engineering testing and certification projects by defining scope, costs, schedules, test programs, and requirements. Coordinates laboratory staff, evaluates product compliance, develops test methods and equipment, resolves technical issues, prepares reports, and communicates project status and findings to clients. The role also provides technical guidance, supports continuous improvement, trains staff, and may require frequent travel to client sites for testing or witnessing.
Top Skills:
Laboratory TestingTest EquipmentUl Conformity Standards
Artificial Intelligence • Cloud • Sales • Security • Software • Cybersecurity • Data Privacy
Sells SailPoint Agentic Fabric to enterprise accounts as an overlay sales specialist supporting direct sellers. Responsibilities include developing territory and account plans, qualifying opportunities, managing full sales cycles, forecasting, leading virtual partner and technical teams, positioning against Microsoft, Okta, and Saviynt, collaborating with marketing and channels, and expanding existing customer relationships. The role requires consultative selling across business and technical stakeholders, accurate Salesforce and Clari updates, and approximately 50% business travel.
Top Skills:
Agentic FabricClariCloud Data PlatformsCybersecurityHighspotIaasIdentity SecurityMicrosoftOktaSalesforceSaviynt
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
