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United States Unlimited PTO

  • Support the Business Development team by managing Salesforce data, analyzing sales trends, and coordinating client events.
  • Extract and analyze data from CRM systems to identify opportunities and drive revenue growth.
  • Develop targeted outreach campaigns to key client segments including M&A attorneys and investors.

Salesforce Excel Data Analysis Client Service NetSuite

20 jobs similar to Sales Operations Associate (West Coast)

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US Unlimited PTO

  • Administer and maintain Salesforce instance, including users, permissions, workflows, and dashboards.
  • Generate weekly reports on pipeline, deals, forecasts, and cross-functional data requests.
  • Ensure CRM data accuracy, perform audits, and provide analytical insights to drive business action.

Transcarent is a digital health company that brings together benefits navigation, clinical guidance, and care delivery in one platform, focusing on reducing costs and improving outcomes for employers and health plans. With over 1,700 employers and health plans serving 21 million members, the company values people first, resilience, results, and humility in a collaborative culture.

US

  • Own and optimize Salesforce Sales Cloud workflows, including lead management, opportunity tracking, and campaign attribution to improve marketing and sales performance.
  • Develop and maintain CRM infrastructure, ensuring clean data architecture, scalable automation, and efficient integration across marketing technology platforms.
  • Build dashboards and reporting systems that deliver actionable insights on pipeline, conversion rates, ROI, CPL, and overall marketing effectiveness.

Jobgether is a platform that uses AI-powered matching to connect candidates with hiring companies. They process applications and share top candidates with employers, aiming for fair and objective review.

$55,000–$75,000/yr
US

  • Educate prospects on HopSkipDrive’s service and schedule meetings.
  • Utilize Salesforce CRM to manage sales funnel and determine outreach strategies.
  • Qualify leads that express interest in HSD’s service and assign them to an Account Executive.

They are a leader in safe, fast, and simple supplemental student transportation through their marketplace, connecting kids to highly-vetted caregivers on wheels. HopSkipDrive has facilitated more than five million rides across over 20 states and is a Series D company that has raised $100M to date.

US

  • Serve as the primary Salesforce administrator, managing user access, security, and system configurations to optimize performance.
  • Lead system upgrades, maintain data quality, and develop documentation and training materials for users.
  • Collaborate with cross-functional teams to support Salesforce initiatives and mentor junior administrators.

HHS is a private, family-owned business dedicated to caring for its team members and providing honest, quality-driven customer service. Founded in 1975, today HHS provides housekeeping, food, and facility management services to nearly 1,000 customers across six industries, supporting growth from within.

US

  • Manage core administration for employer lines of service including registration, Zoom logistics, and follow-up coordination.
  • Lead communications for lines of service, info sessions, and alumni engagement with reusable templates.
  • Support data entry and compliance processes with high accuracy and attention to detail.

JFF drives transformation of U.S. education and workforce systems for economic advancement. With over 200 staff across the country and an operating budget of $105 million, they operate at national, state, and local levels.

US

  • Drive operational excellence across the Americas and Global Partner & Alliance organization as a senior leader.
  • Act as strategic connector between Sales, Finance, Marketing, and Revenue Operations to improve forecasting and deal governance.
  • Shape partner-driven revenue tracking, scaling, and optimization in a fast-paced SaaS environment.

Jobgether is an AI-powered job matching platform that helps candidates get reviewed quickly and fairly by hiring companies. They operate a remote-first model and focus on connecting top-fitting candidates with roles through automated shortlisting.

  • Optimize the full lead-to-revenue lifecycle, driving continuous conversion rate improvements across both marketing acquisition and sales funnels.
  • Define and monitor core Key Performance Indicators across the demand generation motion, building dashboards and delivering actionable insights to executive leadership.
  • Own the operational foundation of Demand Generation and drive strong Marketing-Sales alignment by translating frontline sales insights into actionable strategies.

SmartAsset is an online destination for consumer-focused financial information and advice, helping people make smart financial decisions. SmartAsset has earned recognition on the Inc. 5000 and Deloitte Technology Fast 500 lists, and a successful $110 million Series D funding round in 2021 valued the company at over $1 billion.

US

  • Maintain and enrich revenue data within Salesforce and integrated tools to ensure data integrity.
  • Translate business needs into technical requirements and create reporting dashboards for leadership insights.
  • Educate and support Salesforce users to drive key business decisions and team performance.

Rula is a mental healthcare company dedicated to treating the whole person and destigmatizing mental health. It is a remote-first organization hiring in most U.S. states, with a focus on evidence-based and compassionate care.

US 4w PTO

  • Own and organize the CRM to ensure accurate tracking and follow-ups for deal progression.
  • Create pitch decks, proposals, and sales collateral to support the sales team.
  • Conduct competitor and industry research, including financial modeling and ROI benchmarking.

Noodle is a strategy, services, and technology partner for higher education, helping universities become more resilient and efficient. They pride themselves on creating an inclusive environment where employees can grow and be themselves.

US 3w PTO

  • Manage day-to-day client relationships, support issue resolution, and deliver product enhancements.
  • Lead Client Business Reviews with Sales, highlight ROI, and outline future strategies.
  • Support contract renewals, identify cross-sell and upsell opportunities, and monitor product usage.

Experian is a global data and technology company that powers opportunities for people and businesses worldwide by using data, analytics, and software to redefine lending, prevent fraud, simplify healthcare, and create digital marketing solutions. A FTSE 100 company with 23,300 employees across 32 countries, Experian fosters a people-first culture focused on inclusion, authenticity, and work/life balance.

US

  • Own high-impact strategic analyses, translate insights into actionable recommendations, and lead initiatives that drive business growth.
  • Advise and partner with senior management and the C-suite to develop and implement growth strategies.
  • Create scalable internal processes and systems that connect and support company operational improvement.

LeanTaaS creates software solutions combining lean principles, predictive and prescriptive analytics, and machine learning to transform hospital and infusion center operations. They have raised more than $300 million and have been named among the top 100 AI companies in the world.

North America

  • Own pipeline and funnel analysis with a bias toward action, tracking deals and fixing broken processes.
  • Run territory and account management as a living system, balancing books and evolving segmentation.
  • Build reporting and systems that scale, developing dashboards and repeatable processes.

Hightouch is an Agentic Marketing Platform powered by the Composable CDP, enabling marketers to build and ship end-to-end campaigns. Founded in 2019 and headquartered in San Francisco, the team is ambitious, impact-driven, and values humility and kindness.

Unlimited PTO

  • Deliver successful Salesforce projects across Health Cloud, Sales Cloud, Service Cloud, Marketing Cloud, CPQ, and more.
  • Apply Salesforce best practices and challenge assumptions to create exceptional client outcomes.
  • Thrive in a dynamic, fully remote environment with a team of passionate, lifelong learners.

Kicksaw transforms the Salesforce consulting industry by putting employees and customers first, helping companies manage implementation processes and build strong client relationships. The company fosters a collaborative, values-driven culture focused on lifelong learning and high performance.

US

  • Support the organization in managing data integrity and collaborate with sales users to verify data inputs.
  • Analyze data to find inaccuracies, identify trends, and manage sales tools to improve adoption.
  • Work cross-functionally, prioritize projects, and lead your own initiatives within the Revenue Operations team.

Stack Overflow is one of the most popular websites in the world, a community-based space focused on increasing productivity and protecting institutional knowledge. They are a remote-first company with over 1,000 employees and are recognized for best company leadership, happiness, perks, and work-life balance.

US

  • Drive scaling and adoption of virtual services within Privia's network and externally.
  • Conduct market analysis to identify targets and support sales enablement.
  • Serve as central contact for new providers and execute marketing campaigns.

Privia Health is a technology-driven national physician enablement company that collaborates with medical groups and health systems to optimize practices and improve patient experiences. The company is led by top talent and physician leadership, with scalable operations and cloud-based technology.

$74,000–$85,000/yr

  • Partnering with field sales leadership to deliver clear, actionable insights that support decision making.
  • Analyzing sales, market, pipeline, territory, and customer performance data to identify opportunities and risks.
  • Translating complex analysis into clear, executive-ready insights that drive decisions.

Smith+Nephew is a global medical technology company that designs and manufactures technology that takes the limits off living. Our culture of Care, Collaboration and Courage sets us apart and we work together with a spirit of ownership.

US

  • Research and identify prospective clients using CRM, social media, and sales intelligence tools.
  • Execute outbound campaigns to introduce Sodexo's InReach convenience solutions and build client relationships.
  • Maintain accurate CRM records and align pipeline activities with target revenue goals.

Sodexo improves quality of life through food service, catering, facilities management, and integrated solutions worldwide. With a corporate staff, the company values diversity and inclusion, fostering an environment where employees are respected and heard.

US

  • Drive new customer acquisition and revenue growth through relentless outreach to Independent Agencies in the US.
  • Leverage sales tools like Salesforce and LinkedIn Sales Navigator to identify and schedule meetings with ideal prospects.
  • Use data and research to create personalized outreach strategies and optimize performance metrics.

Goodway Group is an independent, remote-first digital media and marketing services firm with over 90 years of history. The company has a diverse team of strategists, technologists, and data scientists in the US and UK, and is recognized as a multiyear winner of Ad Age Best Places to Work.

US

  • Continuously build, train, and mentor a sales team to exceed quota.
  • Work with leadership to define and report on key performance indicators.
  • Collaborate with cross-functional teams to optimize sales workflows.

Tekmetric is an all-in-one cloud-based platform for auto repair shops, founded in 2017 in Houston. They are a growing team that values transparency, integrity, innovation, and a service-first mindset.

US

  • Gather, validate, and document business requirements from regional teams for CRM enhancements.
  • Assist in CRM workflow administration, configuration, and data quality monitoring.
  • Analyze seller behavior and CRM utilization to identify adoption gaps and improve workflow effectiveness.

PureIntegration is a technology consulting firm that services Fortune 100 clients in communications, media, and entertainment. With 22 years of experience and headquarters in the DC area, the company fosters a collaborative culture focused on innovation and client success.