[Remote] Sales and Service Operations Analyst

Note: The job is a remote job and is open to candidates in USA. Curriculum Associates is a company dedicated to transforming education technology with innovative learning programs. The Sales and Service Operations Analyst will support Sales and Partner Success Management operations by managing Salesforce systems, ensuring data integrity, and driving process improvements. This role involves collaborating across teams to enhance operational efficiency and training programs.

Responsibilities

• Support Salesforce pipeline management and operations for the PSM team, ensuring data integrity, accurate workflows, and timely resolution of issues
• Perform data investigations, testing, and validation to maintain accuracy across Salesforce and related systems
• Build, maintain, and enhance Salesforce reports and dashboards to provide Sales and PSM leadership with visibility into pipelines, KPIs, and operational performance
• Partner with Business Systems and cross-functional teams to support system improvements, new tool integrations, and related operational initiatives
• Contribute to Jira-based project tracking for larger initiatives, including reviewing tickets, providing updates, and collaborating with project stakeholders
• Own and maintain PSM systems support in partnership with Business Systems, with a focus on improving accuracy, automation, and scalability over time
• Support PSM case management and operational KPIs within Salesforce
• Identify opportunities to streamline and improve PSM operational processes in partnership with the PSM team
• Drive system scalability and efficiency by proactively identifying opportunities to optimize Salesforce and related tools, recommending and implementing improvements that reduce manual effort and support team growth
• Own and continuously improve onboarding training programs, including content updates, scheduling, and delivery
• Develop and deliver training materials and sessions for new processes, system changes, and operational best practices
• Serve as the Subject Matter Expert for Salesforce and related Sales and PSM systems, providing guidance, troubleshooting support, and best practice recommendations to stakeholders across the organization
• Support larger cross-functional initiatives by coordinating across Sales, PSM, Finance, and Business Systems
• Contribute to process improvement and operational analysis efforts, surfacing insights and recommendations to leadership
• Partner with the broader Sales and Service Systems team to ensure alignment on priorities and execution
• Own the creation, maintenance, and organization of operational documentation across Sales and PSM Operations
• Audit and consolidate existing documentation to ensure accuracy, accessibility, and consistency

Skills

• Strong Salesforce skills, including experience with pipeline management, reporting, and data integrity; Salesforce certification is a significant advantage
• Experience working with AI tools and a curiosity for applying AI to improve operational workflows and team productivity
• Experience working in Agile or project-based environments; familiarity with Jira or similar project management tools preferred
• Demonstrated ability to own and manage operational processes with a high degree of accuracy and follow-through
• Strong written communication skills with the ability to create clear, audience-appropriate documentation and training materials
• Comfortable facilitating training sessions and presenting to small and large-sized groups
• Collaborative, proactive, and able to manage multiple priorities across teams in a fast-paced environment
• Continuous improvement mindset with interest in process optimization, documentation, and enabling others
• Bachelor's Degree in Business, Operations, or related field required
• 3–5 years of experience in sales operations, revenue operations, or a related analytical/operational role
• Salesforce experience required; Salesforce Administrator or equivalent certification strongly preferred
• Experience with project management tools (Jira preferred) and Agile methodologies a plus
• Experience developing or delivering training programs and/or operational documentation preferred

Benefits

• This role is also eligible to participate in the company bonus plan.
• Benefit eligible employees (and their families) are covered by medical, dental, vision, and basic life insurance.
• Employees can enroll in our company’s 401k plan and receive an employer match.
• Employees have access to a flexible vacation and sick policy in addition to twelve paid holidays and a winter office closure between Christmas and New Year's.
• A number of additional perks and benefits

Company Overview