[Hiring] CRM & Revenue Technology Analyst @Convera

Role Description

We're looking for a CRM & Revenue Technology Analyst to join our team as a key technical contributor and project coordinator. This role sits at the intersection of business operations, engineering, and go-to-market teams translating business needs into technical solutions, coordinating Salesforce builds with engineering, and ensuring our GTM teams have clean data and efficient processes. You'll be the go-to person for unblocking technical issues, documenting processes, maintaining data integrity, and driving projects that increase productivity across Sales, Marketing, and Customer Success. This is a high-impact role for someone who thrives on solving complex problems, loves working cross-functionally, and wants to directly influence revenue operations at scale.

Responsibilities

• Salesforce Build Coordination & Delivery
  • Partner with engineering and business stakeholders to define requirements, coordinate new Salesforce builds, and ensure timely delivery of enhancements (custom objects, fields, flows, validation rules, page layouts).
  • Act as the liaison between business users and technical teams—translating requirements into technical specs and ensuring alignment on priorities.
  • Manage the backlog of Salesforce enhancement requests, prioritizing based on business impact and technical feasibility.
• Release Management & Testing
  • Coordinate Salesforce release cycles—testing new features in sandbox environments before production deployment.
  • Develop test plans and conduct user acceptance testing (UAT) for new builds and enhancements.
  • Maintain sandbox environments and refresh schedules to ensure development and testing alignment.
  • Document release notes and communicate system changes to end users.
• Documentation & Standard Operating Procedures
  • Write and maintain SOPs, user guides, and technical documentation for Salesforce processes, data workflows, and tool integrations.
  • Document system architecture, data models, and integration flows to ensure knowledge continuity.
  • Create enablement materials to help GTM teams effectively use CRM tools and features.
• Data Hygiene & Quality Management
  • Monitor and maintain data quality in Salesforce—identifying duplicates, incomplete records, and data integrity issues.
  • Implement and enforce data governance standards, validation rules, and enrichment workflows using ZoomInfo, RingLead, D&B, and Cognism.
  • Design and execute data cleanup initiatives to improve reporting accuracy and user experience.
  • Use tools like Data Loader, Apex Data Loader, and API integrations to manage large-scale data operations.
  • Validate data accuracy post-migration and troubleshoot any data discrepancies.

Qualifications

• 4+ years of experience in Salesforce administration or CRM analytics.
• 2+ years of experience in Revenue Operations or Sales Operations.
• Strong hands-on experience with Salesforce (Sales Cloud)—including custom objects, fields, validation rules, flows, process builder, reports, and dashboards.
• Experience participating in agile ceremonies (sprint planning, stand-ups, retrospectives) and working within agile development frameworks.
• Proven ability to coordinate technical projects across engineering and business teams.
• Experience writing technical documentation, SOPs, and user guides for non-technical audiences.
• Strong data analysis skills—proficient in Excel/Google Sheets, SQL (preferred), and data manipulation.
• Experience with data quality management, deduplication, and enrichment tools (ZoomInfo, RingLead, D&B, or similar).
• Demonstrated ability to troubleshoot technical issues, diagnose root causes, and implement solutions.
• Excellent communication skills—able to translate technical concepts for business stakeholders and vice versa.
• Self-starter with strong organizational skills and the ability to manage multiple priorities in a fast-paced environment.

Preferred Qualifications

• Salesforce Administrator Certification (ADM-201) or Advanced Administrator Certification (ADM-211).
• Experience with sales enablement tools like Gong, Highspot, Outreach, or SalesLoft.
• Familiarity with API integrations, middleware platforms (MuleSoft, Workato, Zapier), and iPaaS solutions.
• Background in financial services, payments, or B2B SaaS.
• Experience with Apex, SOQL, and declarative automation (Flow Builder).
• Knowledge of GTM metrics, sales funnel analytics, and revenue operations best practices.
• Experience managing large-scale data migrations or system implementations.

Benefits

• Competitive salary.
• Opportunity to earn an annual bonus.
• Great career growth and development opportunities in a global organization.
• A flexible approach to work.

How to Apply

Please submit your resume and a brief cover letter explaining why you're excited about this role and what unique perspective you'd bring to the CRM & Revenue Technology team.

Convera is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.