Senior Analyst, Carving Operations

Salesforce San Francisco, CA $99,400 - $163,500
Full Time Senior Level 3+ years

Posted 1 week ago

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About This Role

This role is a key pillar within the Carving Operations team, driving fiscal business planning and go-to-market implementation for Sales and Sales Strategy teams. The Senior Analyst will own projects to elevate internal business processes and provide critical tactical support during the annual planning cycle.

Responsibilities

  • Manage the maintenance and carving of territories, acting as the SME during the annual planning cycle
  • Build and manage Operational Dashboards for KPI validation, ensuring clean and accurate data
  • Lead User Acceptance Testing (UAT) for internal Salesforce tools and products
  • Work with cross-functional teams to gather technical requirements and translate them into clear Business Requirement Documents (BRDs)
  • Constantly audit Territory Operations scope to identify ways to increase efficiency and elevate data integrity within Salesforce Sales Cloud

Requirements

  • 3+ years in Sales Operations or Data Analysis
  • Proficiency in Salesforce Territory Planning tools (ETM/SPM)
  • Strong SQL skills for data analysis
  • History of producing high-level KPI reports and operational insights
  • Exceptional verbal and written communication skills

Qualifications

  • 3+ years in Sales Operations or Data Analysis.

Nice to Have

  • Experience with Tableau or similar data visualization tools
  • Background in high-tech or financial sectors
  • Salesforce Administrator certification

Skills

SQL * Salesforce * Tableau * Salesforce Sales Cloud * ETM (Enterprise Territory Management) * SPM (Sales Performance Management) *

* Required skills

Benefits

Life Insurance
Paid parental leave
Equity
Disability Insurance
Medical
Dental
Time-off Programs
401(k)
Mental Health Support
Vision
Employee stock purchasing program

About Salesforce

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