Opportunities at Craft portfolio companies


Sales Operations Analyst



IT, Sales & Business Development, Operations
Posted on Thursday, March 7, 2024

ClickUp is the world’s only all-in-one productivity platform that flexes to the way people want to work. It replaces all individual workplace productivity tools with a single, unified platform that includes project management, document collaboration, whiteboards, spreadsheets, and AI. Our dedication to enhancing productivity has earned us recognition on prestigious lists including the Forbes Cloud 100, Fast Company's Most Innovative Companies, Inc. Power Partners and #1 on two of G2's Best Software Products Lists for 2023 - #1 Project Management Product and #1 Collaboration and Productivity Product. With our headquarters based in San Diego and a rapidly expanding global presence, we are shaping the future of work. Join our team at ClickUp, one of the fastest-growing SaaS companies worldwide, and help millions of users be more productive - saving them at least one day every week. 🦄

ClickUp is currently seeking a diligent and analytical Sales Operations Analyst to join our team. The ideal candidate will be responsible for optimizing territory management, ensuring data accuracy within Salesforce, effectively routing leads, and promoting seamless cross-functional collaboration.
The Role:
  • Collaborate with sales leadership and the Field Ops HQ Team to strategically manage territory assignments for improved coverage and efficiency.
  • Develop and implement clear Rules of Engagement to guide sales and account management, preventing conflicts and enhancing teamwork.
  • Conduct thorough audits of Salesforce data, enforcing measures to uphold data integrity and accuracy.
  • Analyze Salesforce reports to detect trends, identify areas needing attention, and drive continuous improvement in processes.
  • Design lead routing protocols to ensure equitable and efficient distribution of leads across sales teams.
  • Closely monitor lead progression and coordinate with the Field Ops HQ Team to optimize flow through the sales pipeline.
  • Foster robust relationships with Marketing, Finance, IT/Systems, and other departments to align on overarching company goals and initiatives.
  • Actively engage in cross-departmental projects to drive organizational improvements and innovations.
  • Manage provisioning of sales tools and resources to support the sales teams' operational needs.
  • Handle SFDC report generation and analysis, providing actionable insights to stakeholders.
  • Support the execution of the Sales Annual Operation Plan, including territory design, User Acceptance Testing (UAT), quality audits, and data reconciliation as per the Rules of Engagement (ROE) Waterfall.

  • Bachelor's degree in Business Administration, Sales, Operations, or related field. MBA is a plus.
  • Proven experience in field operations, sales operations, or related area.
  • Demonstrated ability to work with Salesforce and conduct data audits for accuracy and integrity.
  • Experience in managing lead distribution and comprehending sales pipeline dynamics.
  • Solid understanding of territory management principles and practices.
  • Excellent analytical skills and the ability to derive insights from complex data sets.
  • Strong project management abilities with experience in leading cross-functional initiatives.
  • Superior communication skills with the proficiency to collaborate with multiple departments.
  • Detail-oriented mindset with a problem-solving approach.
  • Bachelor's degree in business administration, finance, or relevant field preferred.
Join our team as an Analyst in Sales Operations and be at the forefront of optimizing our operational strategies, enhancing collaboration, and driving revenue growth. Your contributions will be integral to our success as we continue to innovate and expand in the industry.

Unsure if you meet all the qualifications of this job description but are deeply excited about the role? We hire based on ambition, grit, and a passion for improving the way people work. If you think ClickUp is the company for you, we encourage you to apply!

ClickUp was founded on a culture of hard work, consistent growth, and a desire to break norms. We’re a values-driven company and hire based on ambition, merit, and a willingness to do what it takes to succeed. We don’t care where you’re from, what you look like, or who you’re in a relationship with—we hire the best people for the job, and create an environment that supports employees on their journey to do the most exciting work of their lives! ClickUp is an Equal Opportunity Employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

ClickUp collects and processes personal data in accordance with applicable data protection laws. If you are a European Job Applicant, see our privacy policy for further details.

Please note we are unable to sponsor or take over sponsorship of an employment visa for roles outside of engineering and product at this time. Sponsorship for engineering and product roles is not guaranteed, but is instead based on the business needs for that specific role at that time. Please reach out to the recruiter with any questions.