Sales Operations Analyst - Remote
It’s an exciting time at Crossbeam. We have just joined forces with our competitor Reveal to change the way companies go-to-market. The merger has earned the support of some of the world’s best investors: Andreessen Horowitz, Insight Partners, Redpoint, FirstMark and even Salesforce and HubSpot Ventures (yep, the biggest CRMs are investing in the future of go-to-market).
Combined, our unified company has created a powerful network of 30K+ companies, a team of world-class talent, an innovative product roadmap, and a North Star vision of creating a best-of-both-worlds customer experience.
What is Crossbeam ?
Crossbeam is the first and largest Ecosystem-Led Growth platform. We act as an escrow service for data, allowing companies to find overlapping customers and prospects with their partners while keeping the rest of their data private and secure. Companies use this data to sell more effectively, market to the right audiences, build the right products, collaborate with their service partners, generate demand, inform M&A, and more. This has created an entirely new way of doing business called “Ecosystem-Led Growth” or ELG—and it works: 40% of our customers' closed deals come from their ecosystem.
THE JOB
Our operational team is increasingly in demand and is becoming more and more significant in our growing structure. Therefore, you will hold a central role in a dynamic and innovative team where you'll gain insight into the organization's inner mechanics and understand its operational processes.
Working closely with the Revenue Operations Manager and the VP of Strategy and Operations, you will have the opportunity to gain practical experience, enhance operational skills, collaborate with multiple teams, and develop robust technical skills across various SaaS platforms.
- Salesforce, at the heart of the Sales team’s processes;
- Salesoft, Outreach for Sales engagement;
- Apollo, Zoominfo and Hubspot for Growth and Marketing;
- Snowflake, Segment, Census, Stitch and Mode for Data;
- Ironclad, Maxio for Revenue;
- Chili Piper, Zapier, etc.
This role is fully remote, and we are particularly looking for candidates based in Philadelphia, US.
KEY RESPONSIBILITIES
- Customer provisioning management: oversee and manage the provisioning process for our customer base in close collaboration with the Sales and Success teams to ensure a seamless and efficient experience.
- Sales analytics and reporting: develop, maintain, and continuously improve sales analytics reports and dashboards to provide actionable insights and drive data-informed decision-making.
- Strategic initiatives for pipeline generation: launch strategic initiatives aimed at enhancing pipeline generation for the sales team.
- Operational efficiency optimization: identify bottlenecks and areas for improvement in the company's operations. Propose actionable solutions to enhance productivity, streamline workflows, and reduce turnaround times.
- Implementation and monitoring: Collaborate with cross-functional teams to implement proposed optimizations and establish monitoring systems to evaluate their effectiveness, ensuring sustained improvements over time.
REQUIREMENTS
- Previous experience in a B2B SaaS or Consulting environment,
- Strong communication skills and a collaborative mindset.
- Experience with CRM (e.g., Salesforce, HubSpot) and competencies with SQL is a plus
- Familiarity with sales processes and pipeline metrics.
- Meticulous and precise in managing data and processes to ensure accuracy and quality.
INTERVIEW PROCESS
Our process is designed to learn as much about each candidate as possible, as well as to give candidates access to our team and learn about what it's like to be a team member at Crossbeam. Topics will range from technical skills to problem-solving approaches and collaboration.
- HR interview - 30 minutes;
- Call with the Operations Manager - 30 minutes;
- Case study with the Operations Manager - 45 minutes;
- Call with VP Strategy and Operations - 30 minutes;
- Call with one of our C-level executives (CEO, COO, or CRO) - 30 minutes.
OUR CORE VALUES
Values are a social contract that we have with our team, our users, and our communities. They are guiding lights as well as argument-enders, and we expect results delivered in a way that is consistent with these values.
Trust is our Foundation
We create value by building trust in our company, our team, and our technology. That goes in all directions, not just between us and our customers but also amongst ourselves. We approach conflict with empathy and curiosity, and ascribe best intentions to all of our collaborators.
Work Hard and Smart
This is a startup, and we will act like one. We prioritize impact, take personal ownership of outcomes, act decisively, and get our hands dirty in the process. We communicate clearly, avoid over-engineering, and take risks. This allows us to be creative, innovative, and solution-oriented.
Default to Transparency
We will not succeed in information silos. We share the good, bad, and ugly about what is happening in our company, which requires us to pay attention, always measure what matters, and hold each other accountable.
Belonging
In our workplaces, communities, and ecosystems, we shape environments where people feel a sense of belonging. To do this, we work to ensure that stakeholders of all backgrounds are treated equitably and experience psychological and physical safety. This is key to their relationship with our company, their access to opportunities, and their ability to thrive.
Treasure the Fun
We are incredibly lucky to be here — let’s make memories. We will all spend that extra bit of time and energy to energize each other with fun and inspiring experiences. This applies internally and externally, from the smallest interactions to the largest events.
Crossbeam's core value of Equity sits at the heart of our hiring process, and we're proud to be building a culture where differences are valued. Applicants from diverse and non-traditional backgrounds are strongly encouraged to apply.
- Department
- Finance & Ops
- Locations
- United States
- Remote status
- Fully Remote
About Crossbeam
We’re redefining the way businesses collaborate — and that’s opened up never-before-seen opportunities and revenue for our customers.
We’re looking for team members who embrace the challenge of creating a brand-new category of software.
Sales Operations Analyst - Remote
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