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The Sales Analyst is responsible for maintaining CRM data integrity, hygiene, and operational enforcement to support the Sales organization. They also provide frontline help desk support for Salesforce and operational processes to ensure team efficiency.
The ideal candidate has 2-5 years of experience in Sales Operations or CRM-focused roles with strong hands-on Salesforce expertise. They must possess high attention to detail, comfort with data-heavy workflows, and the ability to work effectively across time zones.
The Sales Analyst is responsible for the day-to-day execution of CRM hygiene, data integrity, and serves as a backup to frontline operational support for the Sales organization. This role assumes ownership of CRM cleanliness and operational enforcement, allowing the Sales Operations Manager to focus on broader tooling, cross-functional initiatives, and project leadership.
This role is highly operational and execution-focused, with a strong emphasis on data quality, process adherence, issue resolution, and responsiveness to Sales needs.
Core Responsibilities
1. CRM Hygiene & Data Integrity (Primary Focus)
This role takes over day-to-day ownership of CRM hygiene and enforcement from the Sales Operations Manager.
Own CRM data quality standards across all Sales-facing objects.
Execute daily, weekly, and monthly hygiene routines to ensure data accuracy and consistency.
Enforce expectations for:
Required fields and field completeness
Opportunity stage progression and close-date accuracy
Account and hierarchy usage
Activity logging and basic usage standards
Identify, triage, and remediate:
Duplicate records
Orphaned accounts, contacts, and opportunities
Stale or inactive pipeline
Incomplete, conflicting, or inconsistent data entries
Partner with Sales leadership and Sales Operations Manager to reinforce accountability for CRM usage and compliance.
Serve as the operational owner for CRM cleanliness, escalating systemic issues or automation gaps to the Sales Operations Manager and IT as needed.
Maintain and distribute standard Salesforce reports and dashboards to provide operational visibility (non-analytics, non‑predictive).
This scope directly aligns with known CRM health challenges and ongoing cleanup initiatives documented in Sales Operations priorities.
2. Sales Help Desk & Frontline Support (Shared Responsibility)
This role provides tier‑1 and tier‑2 support for Sales in partnership with the Sales Operations Manager.
Act as a first point of contact for Sales-related operational questions and issues, particularly during U.S. off-hours.
Support Salesforce and tool usage questions including:
Access issues
Routing errors
Workflow confusion
Basic reporting requests
Triage incoming issues and determine whether they can be resolved operationally or require escalation.
Document issues clearly and escalate to the Sales Operations Manager or IT with strong business context.
Maintain FAQs, internal documentation, and repeatable guidance to reduce recurring help desk volume.
Follow established escalation and support processes when technical intervention is required.
3. Process Execution & Operational Support
Support execution of Sales Operations processes such as:
Pipeline reviews
Deal hygiene checks
Territory or account updates
Tool and process rollouts
Execute defined operational playbooks and recurring processes with consistency.
Assist the Sales Operations Manager in operational projects by owning defined workstreams or execution tasks.
Monitor adherence to Sales processes and surface gaps or breakdowns proactively.
Provide feedback from frontline execution that informs process improvement and tooling decisions.
Ideal Background
2–5+ years of experience in Sales Operations, Business Operations, or CRM-focused analyst roles.
Strong hands-on experience working in Salesforce in a Sales environment.
High attention to detail and comfort working in data-heavy workflows.
Experience supporting frontline Sales teams in a help-desk or enablement capacity.
Comfortable following defined processes with consistency and discipline.
Strong written communication skills and ability to work effectively across time zones.
Fortive’s essential technology makes the world safer and more productive. We accelerate transformation in high-impact fields like workplace safety, build environments, and healthcare. We are a global industrial technology innovator with a startup spirit. Our forward-looking companies lead the way in healthcare sterilization, industrial safety, predictive maintenance, and other mission-critical solutions. We’re a force for progress, working alongside our customers and partners to solve challenges on a global scale, from workplace safety in the most demanding conditions to advanced technologies that help providers focus on exceptional patient care. We are a diverse team 10,000 strong, united by a dynamic, inclusive culture and energized by limitless learning and growth. We use the proven Fortive Business System (FBS) to accelerate our positive impact. At Fortive, we believe in you. We believe in your potential—your ability to learn, grow, and make a difference. At Fortive, we believe in us. We believe in the power of people working together to solve problems no one could solve alone. At Fortive, we believe in growth. We’re honest about what’s working and what isn’t, and we never stop improving and innovating. Fortive: For you, for us, for growth. Ready to move your career forward? Find out more at careers.fortive.com. Recruitment fraud alert: Fortive has been made aware of candidates receiving fraudulent job opportunities from unauthorized recruiting agencies or people impersonating Fortive leaders. We take this matter very seriously and are taking all appropriate measures to address this. Learn more: https://careers.fortive.com/recruitment_fraud
Offices: 6920 Seaway Blvd, Everett, Washington 98203, US
Fortive’s essential technology makes the world safer and more productive. We accelerate transformation in high-impact fields like workplace safety, build environments, and healthcare. We are a global industrial technology innovator with a startup spirit. Our forward-looking companies lead the way in healthcare sterilization, industrial safety, predictive maintenance, and other mission-critical solutions. We’re a force for progress, working alongside our customers and partners to solve challenges on a global scale, from workplace safety in the most demanding conditions to advanced technologies that help providers focus on exceptional patient care. We are a diverse team 10,000 strong, united by a dynamic, inclusive culture and energized by limitless learning and growth. We use the proven Fortive Business System (FBS) to accelerate our positive impact. At Fortive, we believe in you. We believe in your potential—your ability to learn, grow, and make a difference. At Fortive, we believe in us. We believe in the power of people working together to solve problems no one could solve alone. At Fortive, we believe in growth. We’re honest about what’s working and what isn’t, and we never stop improving and innovating. Fortive: For you, for us, for growth. Ready to move your career forward? Find out more at careers.fortive.com. Recruitment fraud alert: Fortive has been made aware of candidates receiving fraudulent job opportunities from unauthorized recruiting agencies or people impersonating Fortive leaders. We take this matter very seriously and are taking all appropriate measures to address this. Learn more: https://careers.fortive.com/recruitment_fraud
Offices: 6920 Seaway Blvd, Everett, Washington 98203, US
