[Remote] Sales and Service Operations Analyst
Note: The job is a remote job and is open to candidates in USA. Curriculum Associates is a company dedicated to transforming education technology with innovative learning programs. The Sales and Service Operations Analyst will support Sales and Partner Success Management operations by managing Salesforce systems, ensuring data integrity, and driving process improvements. This role involves collaborating across teams to enhance operational efficiency and training programs.ResponsibilitiesSupport Salesforce pipeline management and operations for the PSM team, ensuring data integrity, accurate workflows, and timely resolution of issuesPerform data investigations, testing, and validation to maintain accuracy across Salesforce and related systemsBuild, maintain, and enhance Salesforce reports and dashboards to provide Sales and PSM leadership with visibility into pipelines, KPIs, and operational performancePartner with Business Systems and cross-functional teams to support system improvements, new tool integrations, and related operational initiativesContribute to Jira-based project tracking for larger initiatives, including reviewing tickets, providing updates, and collaborating with project stakeholdersOwn and maintain PSM systems support in partnership with Business Systems, with a focus on improving accuracy, automation, and scalability over timeSupport PSM case management and operational KPIs within SalesforceIdentify opportunities to streamline and improve PSM operational processes in partnership with the PSM teamDrive system scalability and efficiency by proactively identifying opportunities to optimize Salesforce and related tools, recommending and implementing improvements that reduce manual effort and support team growthOwn and continuously improve onboarding training programs, including content updates, scheduling, and deliveryDevelop and deliver training materials and sessions for new processes, system changes, and operational best practicesServe as the Subject Matter Expert for Salesforce and related Sales and PSM systems, providing guidance, troubleshooting support, and best practice recommendations to stakeholders across the organizationSupport larger cross-functional initiatives by coordinating across Sales, PSM, Finance, and Business SystemsContribute to process improvement and operational analysis efforts, surfacing insights and recommendations to leadershipPartner with the broader Sales and Service Systems team to ensure alignment on priorities and executionOwn the creation, maintenance, and organization of operational documentation across Sales and PSM OperationsAudit and consolidate existing documentation to ensure accuracy, accessibility, and consistencySkillsStrong Salesforce skills, including experience with pipeline management, reporting, and data integrity; Salesforce certification is a significant advantageExperience working with AI tools and a curiosity for applying AI to improve operational workflows and team productivityExperience working in Agile or project-based environments; familiarity with Jira or similar project management tools preferredDemonstrated ability to own and manage operational processes with a high degree of accuracy and follow-throughStrong written communication skills with the ability to create clear, audience-appropriate documentation and training materialsComfortable facilitating training sessions and presenting to small and large-sized groupsCollaborative, proactive, and able to manage multiple priorities across teams in a fast-paced environmentContinuous improvement mindset with interest in process optimization, documentation, and enabling othersBachelor's Degree in Business, Operations, or related field required3β5 years of experience in sales operations, revenue operations, or a related analytical/operational roleSalesforce experience required; Salesforce Administrator or equivalent certification strongly preferredExperience with project management tools (Jira preferred) and Agile methodologies a plusExperience developing or delivering training programs and/or operational documentation preferredBenefitsThis role is also eligible to participate in the company bonus plan.Benefit eligible employees (and their families) are covered by medical, dental, vision, and basic life insurance.Employees can enroll in our companyβs 401k plan and receive an employer match.Employees have access to a flexible vacation and sick policy in addition to twelve paid holidays and a winter office closure between Christmas and New Year's.A number of additional perks and benefitsCompany OverviewCurriculum Associates is an education company committed to providing innovative instructional materials. It was founded in 1969, and is headquartered in North Billerica, Massachusetts, USA, with a workforce of 1001-5000 employees. Its website is http://www.curriculumassociates.com.