CRM, Operations Analyst
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Job Description
CRM and Operations Analyst managing Zoho CRM, sales reporting, and deal processes. Supporting brightfin’s AI-powered IT financial management platform as sales operations scales.
Responsibilities:
- Own day-to-day administration of Zoho CRM, including user and role management, workflow and automation configuration, field and layout changes, and third-party integrations
- Create new automations to support increased deal volume as the company scales
- Maintain data integrity through deduplication, validation rules, and routine audits
- Document CRM configuration and processes so they are repeatable as the sales team scales
- Support pipeline management, forecasting, and quota tracking for the sales team
- Support the deal desk approval process by tracking deal terms and approvals and flagging exceptions for Sales Operations and Finance
- Manage lead routing and territory assignment rules with marketing and sales leadership
- Execute post-sale deal processing for handoff to finance and customer success
- Use AI tools to increase sales and marketing efficiency
- Build and maintain dashboards and reports covering pipeline health, funnel conversion, quota attainment, and other core sales KPIs
- Prepare recurring reporting for sales leadership and ad hoc analysis for board and leadership-level questions
- Identify trends and process breakdowns in the data and bring them to Sales Operations leadership with a recommendation
- Partner with marketing on lead handoff and campaign tracking inside the CRM
- Partner with customer success and finance on renewal and account data continuity
- Serve as a point of contact for sales representatives on day-to-day CRM questions and requests
- Cross-train with Sales Operations on order form and contract generation, board and leadership collateral preparation, sales onboarding, and sales training
Requirements:
- 2–4 years of experience in sales operations, revenue operations, CRM administration, or a business/data analyst role
- Hands-on CRM administration experience — Zoho, Salesforce, HubSpot, or a comparable platform
- Experience in a B2B SaaS environment preferred
- Experience with sales onboarding & training a plus
- Advanced Excel/Google Sheets skills
- Comfortable building dashboards in tools like Zoho Analytics, Looker, Tableau, or Power BI
- High attention to detail and a strong bias toward clean, trustworthy data
- Process-minded — able to document and improve a workflow, not just execute it
- Comfortable in a small, fast-moving operations team where the function is still being built
- SQL/lead flow proficiency is a plus, not a requirement
- Bachelor's degree in business, analytics, or a related field, or equivalent professional experience
- Direct Zoho CRM administration experience preferred
- Experience supporting a deal desk or deal-approval workflow preferred
- Experience at a PE-backed or growth-stage SaaS company preferred
- Familiarity with IT spend management, FinOps, TEM, or ITFM, or the ServiceNow ecosystem preferred
- Candidates are subject to a background check
- All employees must adhere to brightfin’s Information Security and Privacy policies and procedures
Benefits:
- Comprehensive health, dental and vision benefits package
- Paid time off
- 401K with employer match
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