CRM & Operations Analyst

Location: Remote, US-based

Compensation: $60,000–$70,000 per year

Company

hirify.global provides an AI-powered financial management intelligence platform that helps enterprise IT organizations understand, govern, and optimize technology spend.

What you will do

• Administer Zoho CRM, including users, roles, workflows, automations, fields, layouts, and integrations.
• Maintain clean and reliable pipeline, account, and contact data through deduplication, validation, and audits.
• Support pipeline management, forecasting, quota tracking, deal approvals, lead routing, territory assignments, and post-sale handoffs.
• Build dashboards and recurring reports covering pipeline health, funnel conversion, quota attainment, and other sales KPIs.
• Analyze trends and process breakdowns, providing recommendations to Sales Operations leadership.
• Coordinate with marketing, finance, customer success, and sales teams on CRM data, handoffs, onboarding, and training.

Requirements

• 2–4 years of experience in sales operations, revenue operations, CRM administration, or business/data analysis.
• Hands-on administration experience with Zoho, Salesforce, HubSpot, or a comparable CRM; Zoho experience is strongly preferred.
• Advanced Excel or Google Sheets skills and experience building dashboards with analytics or BI tools.
• Strong attention to detail, data quality, process documentation, and workflow improvement skills.
• Bachelor’s degree in business, analytics, or a related field, or equivalent professional experience.
• Must be based in the United States.

Nice to have

• Experience in a B2B SaaS, growth-stage, or PE-backed company.
• Experience with sales onboarding, training, deal desks, or deal-approval workflows.
• SQL and lead-flow proficiency.
• Familiarity with IT spend management, FinOps, TEM, ITFM, or the ServiceNow ecosystem.

Culture & Benefits

• Hands-on individual-contributor role in a growing sales operations function.
• Health, dental, and vision benefits.
• Paid time off and an emphasis on work-life balance.
• 401(k) with employer match.
• Work primarily involves prolonged periods of desk and computer work.