Website Actionstep
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Job Title: Sales Operations Analyst – Revenue Operations (Salesforce Admin)
Location: 100% Remote – United States
Company: Actionstep
Department: Sales Operations / Revenue Operations
Employment Type: Full-Time
Compensation: $70,000 – $85,000 per year
Experience Level: 2–3 Years (Salesforce Administration)
Industry: Legal Tech / SaaS / Legal Practice Management Software
Also See: Account Executive
About Actionstep
Actionstep is a pioneer in legal practice management and legal accounting software, delivering SaaS solutions to law firms and legal professionals. With a global customer base of over 50,000 users and a team of 250+ employees across the USA, Australia, UK, Canada, and New Zealand, we are a fast-growing, dynamic business at the forefront of legal technology.
We are expanding our product portfolio and integrating richer AI functionality across our platform to deepen customer value, accelerate cross-sell revenue, and introduce new add-on modules. Our revenue operations team is critical to enabling this growth, ensuring our systems, data, and processes scale effectively.
The Role: This position supports and improves the revenue systems, data, and processes that enable sales execution, forecasting, and growth. You will be the guardian of Salesforce and the broader GTM tech stack, ensuring reliability, accuracy, and alignment with pipeline generation, deal execution, and customer expansion goals.
The Opportunity: Sales Operations Analyst
As a Sales Operations Analyst, you will be the operational backbone of our revenue engine. You will partner closely with Sales, Marketing, Customer Success, and Finance to understand their needs and translate them into effective systems, workflows, and insights.
You will serve as first-line support for Salesforce-related requests, troubleshoot issues, maintain data quality, and support the broader GTM technology ecosystem (Outreach, 6sense, Ortto, Proposify). Your work will directly impact the team’s ability to trust our data, move deals efficiently, and scale predictably.
This role is for a commercially minded systems professional who connects the dots between revenue strategy, sales execution, and the technology that enables it. You turn complexity into clarity, improve data quality, and enable others through better systems and insights.
What You’ll Own
Salesforce Administration & User Support
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Serve as first-line support for Salesforce-related requests and questions from Sales, SDR, Marketing, CS, and Partnerships.
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Troubleshoot common Salesforce issues: access, visibility, errors, workflow behavior, reporting discrepancies.
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Assist with user onboarding/offboarding, profiles, permission sets, and role hierarchy updates.
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Support updates to fields, page layouts, record types, and picklists.
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Escalate architectural or high-risk changes to the Director of Sales Operations.
Data Quality & Hygiene
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Monitor and improve data quality across Contacts, Accounts, Opportunities, Activities, and related objects.
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Assist with duplicate management, normalization, and cleanup efforts.
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Support data imports/exports and enrichment processes.
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Help maintain alignment between Salesforce and connected systems.
Automation & Process Support
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Assist in building and maintaining simple Salesforce Flows, validation rules, and automation under guidance.
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Help test and QA changes in sandboxes before production deployment.
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Support documentation of Salesforce processes and system behavior.
Reporting & Sales Insights
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Help build and maintain Salesforce reports and dashboards for Sales leadership and RevOps.
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Investigate and help resolve data and reporting inconsistencies.
GTM Systems Support
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Support operational workflows across the go-to-market tech stack, including:
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Salesforce (CRM, reporting, automation)
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Outreach (sales engagement and sequencing)
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6sense (intent data and account targeting)
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Ortto (marketing automation)
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Proposify (proposal generation)
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Help ensure data flows correctly between systems and flag issues when discrepancies arise.
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Assist with user questions related to these tools and their Salesforce integrations.
User Enablement
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Create and maintain Salesforce documentation, process guides, and training materials.
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Support onboarding and training for new Sales team members.
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Promote best practices for CRM usage and data hygiene.
Relationship Management & Continuous Improvement
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Build and maintain strong working relationships with internal and external stakeholders.
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Proactively contribute to customer, partner, and internal meetings.
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Identify and participate in continuous improvement of processes and procedures.
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Stay abreast of industry best practices, products, and technologies.
What You Bring (Required Qualifications)
Experience & Technical Skills
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2–3 years of hands-on Salesforce administration experience, including:
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Familiarity with Salesforce object model.
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Experience troubleshooting user issues related to permissions, visibility, and workflow behavior.
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Experience building reports in both Salesforce and Excel.
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Strong attention to detail and comfort working with structured data.
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Basic understanding of sales processes (lead → opportunity → close → onboarding).
Operational Mindset
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Ability to manage multiple operational requests in a fast-paced, sales-driven environment.
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Strong problem-solving mindset and comfort with ambiguity.
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High degree of ownership and follow-through.
Communication & Collaboration
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Strong written and verbal communication skills.
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Comfort communicating with both technical and non-technical stakeholders.
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Eagerness to learn Salesforce and Revenue Operations best practices.
Preferred Qualifications (Standout Candidates)
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Project Management experience.
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Experience or exposure to tools like Outreach, 6sense, Ortto, Proposify, or similar platforms.
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Experience in Sales Operations, RevOps, Business Operations, or Customer Operations.
Metrics of Success (How You’ll Be Measured)
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High-quality, reliable data resulting in trusted, accurate reporting, with minimal manual workarounds.
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Strong system adoption and sales productivity, with consistent usage and positive user feedback.
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Reliable, well-aligned GTM systems, with minimal integration issues and fast resolution of blockers.
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Fast, predictable delivery of operational improvements, with a small, well-managed backlog.
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Scalable, documented, and continuously improving processes and automation.
Why Join Actionstep?
Impact & Scale
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Support a global customer base of 50,000+ legal professionals.
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Work with a modern GTM tech stack (Salesforce, Outreach, 6sense, Ortto, Proposify).
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Contribute to the growth of a fast-scaling SaaS company with a global footprint.
Compensation & Benefits
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Competitive salary: $70,000 – $85,000 per year.
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Robust medical, dental, and vision offerings.
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401(k) with company match.
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Flexible working and PTO.
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Take your birthday off.
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Frequent team-building events.
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Fantastic training and development opportunities.
Culture & Flexibility
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100% remote – work from anywhere in the United States.
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Collaborative, supportive, and high-performance culture.
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Opportunity to shape the future of our revenue operations function.
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Work with a team that values transparency, proactive communication, and continuous improvement.
Ready to Enable Revenue Growth Through Better Systems?
If you are a Salesforce-savvy operations professional who thrives on turning complexity into clarity, improving data quality, and enabling sales teams to perform at their best—we want to meet you.
Apply Now: Actionstep – Sales Operations Analyst