The Sales Ops Salesforce Business Analyst plays a pivotal role in executing sales strategy, driving operational excellence, and influencing executive decision-making through actionable insights and scalable solutions in Salesforce. A strategic and results-driven Sales Operations Salesforce Business Analyst will lead initiatives that enhance sales performance through data-driven insights and process optimization. Salesforce expert with a strong understanding of commercial activities and business analysis who thrives in a fast-paced, cross-functional environment.
Partner with commercial leadership to define and execute sales strategies.
Lead cross-functional projects to align sales, marketing, medical education, operations, legal, and customer success workflows.
Serve as the primary commercial point of contact, owning end-to-end system processes to ensure alignment with business objectives and customer expectations.
Champion and protect the customer relationship by proactively managing commercial priorities, resolving conflicts, and driving value delivery across stakeholders.
Oversee the design, configuration, and governance of Salesforce to support evolving business needs.
Establish and enforce data quality standards and governance frameworks within Salesforce.
Lead initiatives to optimize the end-to-end sales process, from lead management, quote generation, alignments, customer master, etc.
Identify and implement process improvements that increase efficiency and scalability, with the goal of revenue growth in mind.
Drive adoption of Salesforce best practices across global sales teams.
Ensure consistent, accurate, and actionable data across all sales systems.
Support the integrity, accuracy, and integration of customer master data, including but not limited to customer alignments, organization hierarchy, roles, relationships, etc.
Ensure that data integration, workflows, processes, and logic work seamlessly and systematically.
Provide deep analysis of pipeline health, sales performance, and forecasting accuracy.
Deliver dynamic dashboards and reports that inform strategic decisions.
Adhere to the Company’s Quality Management System (QMS) as well as domestic and global quality system regulations, standards, and procedures.
Understand relevant security, privacy and compliance principles and adhere to the regulations, standards, and procedures that are applicable to the Company.
Ensure other members of the department follow the QMS, regulations, standards, and procedures.
Perform other work-related duties as assigned
Bachelor’s degree in business, Information Systems, Computer Science, or a related field with 5+ years of experience, or equivalent combination of education and experience in Sales Operations, Business Analysis, or a related field.
Proven experience in Salesforce administration and reporting (Sales Cloud, Service Cloud, CPQ, etc.).
Experience in a fast-paced, cross-functional environment (SaaS, healthcare, etc.).
Familiarity with CRM governance, data quality, and master data management.
Strong knowledge of Salesforce data models, workflows, validation rules, and automation tools (e.g., Flow, Process Builder).
Experience with Salesforce integrations and third-party tools (e.g., Tableau, Power BI, Outreach, LeanData, ZoomInfo).
Proficiency in Excel, SQL, and data visualization tools.
Strong oral, written, and interpersonal communication skills
High degree of accuracy and attention to detail
Excellent organizational skills with the ability to prioritize assignments while handling various projects simultaneously
General office environment. Willingness and ability to work on site. May have business travel up to 10%. Potential exposure to blood-borne pathogens. Requires some lifting and moving of up to 10 pounds. Must be able to move between buildings and floors. Must be able to remain stationary and use a computer or other standard office equipment, such as a printer or copy machine, for an extensive period of time each day. Must be able to read, prepare emails, and produce documents and spreadsheets. Must be able to move within the office and access file cabinets or supplies, as needed. Must be able to communicate and exchange accurate information with employees at all levels on a daily basis.
We offer a competitive compensation package plus a benefits and equity program, when applicable. Individual total compensation will vary based on factors such as qualifications, skill level, competencies, and work location.
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Penumbra is a global healthcare company developing innovative medical technologies focused on neurovascular and oncology interventions. They design devices and systems to treat patients with conditions like stroke, aneurysms, and other serious diseases.
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