Actionstep · 15 hours ago
Sales Operations Analyst
United States
Full-time
Remote
Entry, Mid Level
$70K/yr - $85K/yr
2+ years expActionstep is a pioneer in the development and sale of software-as-a-service (SaaS) products, specializing in Legal Practice Management and Legal Accounting software. The Sales Operations Analyst role focuses on improving revenue systems and processes to support sales execution and growth, while collaborating with various teams to enhance data quality and operational efficiency.
Information TechnologyLegalSoftware
Responsibilities
Serve as first-line support for Salesforce-related requests and questions from Sales, SDR, Marketing, CS, and Partnerships
Troubleshoot common Salesforce issues (access, visibility, errors, workflow behavior, reporting discrepancies)
Assist with user onboarding/offboarding, profiles, permission sets, and role hierarchy updates
Support updates to fields, page layouts, record types, and picklists
Escalate architectural or high-risk changes to the Director of Sales Operations
Monitor and improve data quality across Contacts, Accounts, Opportunities, Activities, and related objects
Assist with duplicate management, normalization, and cleanup efforts
Support data imports/exports and enrichment processes
Help maintain alignment between Salesforce and connected systems
Assist in building and maintaining simple Salesforce Flows, validation rules, and automation under guidance
Help test and QA changes in sandboxes before production deployment
Support documentation of Salesforce processes and system behavior
Help build and maintain Salesforce reports and dashboards for Sales leadership and RevOps
Investigate and help resolve data and reporting inconsistencies
Support operational workflows across the go-to-market tech stack, including but not limited to: Salesforce (CRM, reporting, automation), Outreach (sales engagement and sequencing), 6sense (intent data and account targeting), Ortto (marketing automation), Proposify (proposal generation)
Help ensure data flows correctly between systems and flag issues when discrepancies arise
Assist with user questions related to these tools and their Salesforce integrations
Create and maintain Salesforce documentation, process guides, and training materials
Support onboarding and training for new Sales team members
Promote best practices for CRM usage and data hygiene
Build and maintain strong working relationships with all internal and external parties ensuring transparent, proactive and effective communication always
Attending and proactively contributing to customer, partner and internal meetings with the view to add value in a constructive manner
Actively looking to build own career through delivery of self and assisted professional development initiatives
Being a thought leader both within Actionstep but also in the wider industry
Staying abreast of industry best practice patterns, products and technologies and assisting in process improvement activities as required
Proactive in identifying and participating in the continuous improvement of processes and procedures within the Team
Actively contribute to the development and maintenance of a strong department culture ensuring knowledge and experience is shared
Assume responsibility for your own and others safety and wellbeing, following all safety and wellbeing procedures and instructions, including reporting hazards, incidents and accidents and participating in safety and wellbeing initiatives and programmes as required
Undertaking any other reasonable duties as required
Qualification
Required
2-3 years of hands-on Salesforce administration experience, including but not limited to, familiarity with Salesforce object model, and experience troubleshooting user issues related to permissions, visibility, and workflow behavior
Experience building reports in both Salesforce and excel
Strong attention to detail and comfort working with structured data
Ability to manage multiple operational requests in a fast-paced, sales-driven environment
Strong written and verbal communication skills
Strong problem-solving mindset and comfort with ambiguity
Comfort communicating with both technical and non-technical stakeholders
High degree of ownership and follow-through
Eagerness to learn Salesforce and Revenue Operations best practices
Basic understanding of sales processes (lead → opportunity → close → onboarding)
Preferred
Project Management Experience
Experience or exposure to tools like Outreach, 6sense, Ortto, Proposify, or similar platforms
Experience in Sales Operations, RevOps, Business Operations, or Customer Operations
Benefits
Robust medical, dental, vision offerings
401K with company match
Flexible working and PTO
Take your birthday off
Frequent team building events
Fantastic training and development opportunities
Company
Actionstep
Actionstep is a legal practice management software to organize legal work, drive collaboration, and simplify admin.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2020-09-30Series Unknown
Leadership Team
Early Stephens
Chief Executive Officer
Christian McLaughlin
Vice President Global Partnerships
Recent News
24-7 Press Release Newswire
2025-10-22
2025-06-25
2025-04-10
Company data provided by crunchbase