Job description
Role:
Senior Sales Operations Analyst
Location:
- Clearsulting is headquartered in Cleveland, OH, with additional offices located in Chicago, IL; Columbus, OH; and Dallas, TX. Other cities are welcome remotely.
- Office Options: Hybrid or Remote. For team members residing within a 45-minute commuting radius of a Clearsulting office, we expect 8 days of in-person work per month, allowing flexibility choosing these days to accommodate client meetings, team syncs and individual schedules.
- Travel Expectations: 0-5%
Who We Are:
Clearsulting is a global consulting company with the motivation to deliver positive change through digital finance. Our team consists of finance specialists that bring experience and technical capabilities across the spectrum of finance, including financial close, digital reporting, risk advisory, treasury and more.
Clearsulting stands by its culture, shaped by our five Core Values: GRIT, Growth Mindset, Joy, Accountability, and Teamwork. Our unwavering dedication to these principles has garnered national recognition for our strong leadership, innovative approach, and outstanding workplace environment. Below are some of the awards and accolades that honor our commitment to excellence:
- Sunday Times Best Places to Work Award (2025)
- ‘Great Place to Work’ Certified (2022-2025)
- Inc Best Workplaces 2020-2025
- Fortune’s Best Workplaces in Consulting (2022-2024)
- Inc. 5000 Fastest-Growing Private Companies in America (2020-2023)
What You’ll Do:
- Maintain accurate Salesforce pipeline and client data through regular monitoring and updates
- Promote CRM best practices and user adoption through training, onboarding, and partnership with practice and commercial teams
- Produce and distribute regular pipeline and performance reports to support leadership and practice reviews
- Provide analytical insights and trends to identify revenue opportunities and operational improvements
- Support pursuit and account planning activities with summaries, dashboards, and data-driven recommendations
- Drive sales operations process improvements, contributing to documentation, enablement tools, and reporting maturity
What You’ll Bring:
- 2–5 years of experience in Sales Operations, Marketing Operations, Business Operations, or related roles within a professional services, technology, or consulting environment
- Proficient in Salesforce CRM, including reporting, dashboards, and data management
- Strong analytical skills; ability to interpret data and translate insights into actions
- Exceptional attention to detail and commitment to maintaining data accuracy
- Strong communication and collaboration skills, with the ability to partner effectively across teams
Nice-to-Haves:
- Certified Salesforce Platform Administrator
- Experience supporting pipeline management, forecasting, or commercial analytics within a consulting or professional services environment
- Understanding of marketing automation platforms and integration points with Salesforce
- Proactively supports teams by identifying opportunities to improve clarity, efficiency, or alignment
Benefits that Benefit You:
We want to cultivate a thriving culture and company—and we know that your health and well-being matter. We offer a benefits package and perks for our team members that include:
- Medical, dental, and vision coverage
- Unlimited PTO
- Paid parental leave
- Retirement plans
- Flexible work environment
- Cell phone reimbursement
- Access to mental health apps
- Life insurance and disability coverage
- Opportunities for ad hoc bonuses
Excited about what we’re doing but don’t fit every requirement? No problem! At Clearsulting, we’re forward-thinkers on a mission to redefine consulting excellence. We’re all about diversity and inclusion, committed to assembling teams that mirror the world around us. So, if you’re passionate about our mission, you could be the perfect fit for this role or another within our dynamic team. Don’t hesitate to apply!
Learn more about Clearsulting by visiting https://www.clearsulting.com/careers/culture/
The compensation range for this position is $72,000 – $90.000. We are committed to ensuring our offers reflect the value each candidate brings to the role. Final salary placement will be based on upon several factors, including, level of expertise, relevant work experience, technology certifications, educational background and alignment with industry standards. This role is eligible for our performance-based bonus program and standard benefits offerings.
#LI-NH1 (Nicole Hollenbeck)
