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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
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.
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.
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 Corporation Overview
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.
About ServiceChannel
ServiceChannel empowers many of your favorite brands to take care of their brick and mortar locations. Our customers are market leaders in the retail, restaurant, grocery, convenience store, fitness, banking, education and health industries. The facilities and store operations teams at CVS, Trader Joe’s, Adidas, Louis Vuitton and Chipotle, among 500 other brands in over 70+ countries, rely on us to deliver the best possible guest and employee experience. We are the leader in our space, and we continue to earn that position by driving innovation around IOT, AI and data with our software and services.In 2021, we joined the Fortive family of leading technology companies, united by a common purpose to make the world stronger, safer and smarter. Fortive is a Fortune 500 company and has been named by Fortune as one of the world’s most admired companies. Being part of Fortive means we are supported by a strong foundation of business systems, resources and culture, which will accelerate our growth journey!We offer an excellent benefits package including medical, dental, vision, life and LTD insurance, HSA, and a 401(k) retirement plan.
We Are an Equal Opportunity Employer. Fortive Corporation and all Fortive Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Fortive and all Fortive Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at .
