Senior Analyst, Sales Systems & Tools
Proofpoint, Portland, OR, United States
Role Summary
We are seeking a
Senior Analyst, Sales Systems & Tools
to evolve and scale the systems, tools, and workflows that power our global revenue organization. This role sits at the intersection of Sales Operations, technology, and process design—combining hands‑on system improvement with cross‑functional initiative support. You will play a key role in improving Salesforce, enhancing data quality, and supporting how we evaluate and optimize our broader sales systems and technology ecosystem. This is an ideal role for someone who enjoys solving complex problems, working through ambiguity, and delivering measurable improvements in a large, enterprise environment.
Key Focus Areas 1. Salesforce, Data & Process Improvement
Lead initiatives to improve Salesforce usability, data quality, and workflow efficiency across the lead‑to‑cash lifecycle
Translate business needs into scalable system solutions, partnering with IT to design, build, and iterate
Identify and resolve root causes of system friction, reporting inconsistencies, and process inefficiencies
Provide ongoing support for Salesforce and Clari to ensure data accuracy, reporting reliability, and continuity of day‑to‑day sales operations
2. Sales Technology Portfolio & Governance
Drive visibility into the sales technology ecosystem, including tool purpose, usage, cost, and renewal timelines
Partner with Finance, IT, Security, and Procurement to support tool evaluations, renewals, and investment decisions
Monitor adoption and value realization to identify optimization or consolidation opportunities
Support a structured intake and evaluation process for new tools and enhancements
Contribute to cross‑functional forums related to sales tooling and technology strategy
3. Productivity, Innovation & Initiatives
Deliver a portfolio of sales productivity and process improvement initiatives annually
Identify and implement automation opportunities across systems and workflows
Partner with stakeholders to pilot and scale AI‑enabled capabilities that improve seller efficiency
Support cross‑functional initiatives, including tool evaluations and platform decisions
4. Strategic Programs & Cross‑Functional Initiatives
Focus on discrete, high‑priority initiatives with cross‑functional and leadership visibility (e.g., major tool evaluations, platform decisions)
Support and help drive high‑impact, cross‑functional initiatives related to sales technology and process transformation
Contribute to tool and platform evaluations by coordinating inputs, building analysis, and supporting recommendation development
Help structure timelines, track progress, and ensure alignment across stakeholders
Drive day‑to‑day coordination and execution of select high‑priority initiatives, including managing timelines, stakeholder alignment, and deliverables in partnership with leadership
What It Takes to Be Successful
Comfortable working in environments that are evolving and not yet fully standardized
Strong problem‑solving skills with the ability to diagnose root causes and navigate ambiguity
Ability to drive progress through cross‑functional alignment in a matrixed organization
Ownership mindset—following problems through to resolution
Ability to balance strategic thinking with hands‑on execution
Required Qualifications
6+ years of experience in Sales Operations, Revenue Operations, or Business Systems roles, preferably within mid‑size to large B2B organizations with complex or evolving systems and processes
Strong hands‑on experience with Salesforce Sales Cloud (configuration, reporting, workflows) and CPQ
Proven ability to translate business needs into system solutions and partner with technical teams to deliver
Experience supporting cross‑functional initiatives with measurable outcomes
Experience working with imperfect or evolving Salesforce environments, including data quality challenges and process standardization efforts
High proficiency in Salesforce reporting, Excel, and process/workflow design
Strong collaboration and communication skills across Sales, IT, Finance, Marketing, and Enablement
Preferred Qualifications
Salesforce Consultant or equivalent certification (or willingness to obtain within first year)
Experience with Clari or similar forecasting tools
Familiarity with lead‑to‑cash processes and SaaS GTM models
Experience supporting Sales Enablement (training, documentation, adoption)
Exposure to sales technology evaluation, vendor management, or tool consolidation efforts, including supporting analysis, stakeholder coordination, or recommendation development
Why This Role Matters Sales tools and processes are foundational to how we scale. In this role, you will directly impact how effectively our sellers operate and how leadership makes decisions—through strong execution, structured analysis, and partnership with leadership on strategic initiatives.
You will play a central role in improving how our sales organization operates at scale—helping shape both day‑to‑day execution and how we evolve our technology and processes over time.
You will help ensure we are using the right tools, in the right way, while continuously improving the systems and workflows that power our revenue engine.
Benefits
Competitive compensation
Comprehensive benefits
Career success on your terms
Flexible work environment
Annual wellness and community outreach days
Always on recognition for your contributions
Global collaboration and networking opportunities
Base Pay Ranges SF Bay Area, New York City Metro Area:
Base Pay Range: 136,200.00 – 214,005.00 USD
California (excludes SF Bay Area), Colorado, Connecticut, Illinois, Washington DC Metro, Maryland, Massachusetts, New Jersey, Texas, Washington, Virginia, and Alaska:
Base Pay Range: 112,700.00 – 177,100.00 USD
All other cities and states excluding those listed above:
Base Pay Range: 101,600.00 – 159,720.00 USD
Equal Opportunity Employment Proofpoint is an equal opportunity employer, we hire without consideration to race, religion, creed, color, national origin, age, gender, sexual orientation, marital status, veteran status or disability.
#J-18808-Ljbffr
Senior Analyst, Sales Systems & Tools
to evolve and scale the systems, tools, and workflows that power our global revenue organization. This role sits at the intersection of Sales Operations, technology, and process design—combining hands‑on system improvement with cross‑functional initiative support. You will play a key role in improving Salesforce, enhancing data quality, and supporting how we evaluate and optimize our broader sales systems and technology ecosystem. This is an ideal role for someone who enjoys solving complex problems, working through ambiguity, and delivering measurable improvements in a large, enterprise environment.
Key Focus Areas 1. Salesforce, Data & Process Improvement
Lead initiatives to improve Salesforce usability, data quality, and workflow efficiency across the lead‑to‑cash lifecycle
Translate business needs into scalable system solutions, partnering with IT to design, build, and iterate
Identify and resolve root causes of system friction, reporting inconsistencies, and process inefficiencies
Provide ongoing support for Salesforce and Clari to ensure data accuracy, reporting reliability, and continuity of day‑to‑day sales operations
2. Sales Technology Portfolio & Governance
Drive visibility into the sales technology ecosystem, including tool purpose, usage, cost, and renewal timelines
Partner with Finance, IT, Security, and Procurement to support tool evaluations, renewals, and investment decisions
Monitor adoption and value realization to identify optimization or consolidation opportunities
Support a structured intake and evaluation process for new tools and enhancements
Contribute to cross‑functional forums related to sales tooling and technology strategy
3. Productivity, Innovation & Initiatives
Deliver a portfolio of sales productivity and process improvement initiatives annually
Identify and implement automation opportunities across systems and workflows
Partner with stakeholders to pilot and scale AI‑enabled capabilities that improve seller efficiency
Support cross‑functional initiatives, including tool evaluations and platform decisions
4. Strategic Programs & Cross‑Functional Initiatives
Focus on discrete, high‑priority initiatives with cross‑functional and leadership visibility (e.g., major tool evaluations, platform decisions)
Support and help drive high‑impact, cross‑functional initiatives related to sales technology and process transformation
Contribute to tool and platform evaluations by coordinating inputs, building analysis, and supporting recommendation development
Help structure timelines, track progress, and ensure alignment across stakeholders
Drive day‑to‑day coordination and execution of select high‑priority initiatives, including managing timelines, stakeholder alignment, and deliverables in partnership with leadership
What It Takes to Be Successful
Comfortable working in environments that are evolving and not yet fully standardized
Strong problem‑solving skills with the ability to diagnose root causes and navigate ambiguity
Ability to drive progress through cross‑functional alignment in a matrixed organization
Ownership mindset—following problems through to resolution
Ability to balance strategic thinking with hands‑on execution
Required Qualifications
6+ years of experience in Sales Operations, Revenue Operations, or Business Systems roles, preferably within mid‑size to large B2B organizations with complex or evolving systems and processes
Strong hands‑on experience with Salesforce Sales Cloud (configuration, reporting, workflows) and CPQ
Proven ability to translate business needs into system solutions and partner with technical teams to deliver
Experience supporting cross‑functional initiatives with measurable outcomes
Experience working with imperfect or evolving Salesforce environments, including data quality challenges and process standardization efforts
High proficiency in Salesforce reporting, Excel, and process/workflow design
Strong collaboration and communication skills across Sales, IT, Finance, Marketing, and Enablement
Preferred Qualifications
Salesforce Consultant or equivalent certification (or willingness to obtain within first year)
Experience with Clari or similar forecasting tools
Familiarity with lead‑to‑cash processes and SaaS GTM models
Experience supporting Sales Enablement (training, documentation, adoption)
Exposure to sales technology evaluation, vendor management, or tool consolidation efforts, including supporting analysis, stakeholder coordination, or recommendation development
Why This Role Matters Sales tools and processes are foundational to how we scale. In this role, you will directly impact how effectively our sellers operate and how leadership makes decisions—through strong execution, structured analysis, and partnership with leadership on strategic initiatives.
You will play a central role in improving how our sales organization operates at scale—helping shape both day‑to‑day execution and how we evolve our technology and processes over time.
You will help ensure we are using the right tools, in the right way, while continuously improving the systems and workflows that power our revenue engine.
Benefits
Competitive compensation
Comprehensive benefits
Career success on your terms
Flexible work environment
Annual wellness and community outreach days
Always on recognition for your contributions
Global collaboration and networking opportunities
Base Pay Ranges SF Bay Area, New York City Metro Area:
Base Pay Range: 136,200.00 – 214,005.00 USD
California (excludes SF Bay Area), Colorado, Connecticut, Illinois, Washington DC Metro, Maryland, Massachusetts, New Jersey, Texas, Washington, Virginia, and Alaska:
Base Pay Range: 112,700.00 – 177,100.00 USD
All other cities and states excluding those listed above:
Base Pay Range: 101,600.00 – 159,720.00 USD
Equal Opportunity Employment Proofpoint is an equal opportunity employer, we hire without consideration to race, religion, creed, color, national origin, age, gender, sexual orientation, marital status, veteran status or disability.
#J-18808-Ljbffr