> Markdown version of [/jobs/ext/2735588-crm-ops-analyst](https://www.wearedevelopers.com/jobs/ext/2735588-crm-ops-analyst). Every page supports `.md` or `Accept: text/markdown`. Links point to the HTML versions so they work for humans too. Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # CRM & Ops Analyst - **Company:** MetLife - **Location:** United States (Remote available) - **Experience:** Expert - **Salary:** $60,000.0 - $70,000.0 - **Contract:** Permanent contract - **Skills:** Microsoft Excel, Artificial Intelligence, Data Analysis, Software as a Service, Data Deduplication, Power BI, Salesforce.Com, SQL Databases, Tableau (Software), Zoho Office Suite, Hubspot, Looker Analytics, Servicenow - **Published:** September 5, 2026 - **Apply:** https://www.builtincolorado.com/job/crm-operations-analyst/11029983?handler=ApplyRedirect ## About the Role * 2-4 years of experience in sales operations, revenue operations, CRM administration, or a business/data analyst role. * Hands-on CRM administration experience - Zoho, Salesforce, HubSpot, or a comparable platform. Zoho experience is a strong plus given brightfin's stack. * Experience in a B2B SaaS environment preferred. * Experience with sales onboarding & training a plus. Skills and competencies * Advanced Excel/Google Sheets skills; comfortable building dashboards in tools like Zoho Analytics, Looker, Tableau, or Power BI. * High attention to detail and a strong bias toward clean, trustworthy data. * Process-minded - able to document and improve a workflow, not just execute it. * Comfortable in a small, fast-moving operations team where the function is still being built. * SQL/lead flow proficiency is a plus, not a requirement. Education * Bachelor's degree in business, analytics, or a related field, or equivalent professional experience. Preferred qualifications * Direct Zoho CRM administration experience. * Experience supporting a deal desk or deal-approval workflow. * Experience at a PE-backed or growth-stage SaaS company. * Familiarity with IT spend management, FinOps, TEM, or ITFM, or the ServiceNow ecosystem. ## Description brightfin's sales team is growing, and the systems and processes behind it need to grow with it. The CRM & Ops Analyst owns the day-to-day health of brightfin's CRM (Zoho) and the operational backbone that supports the sales team: clean data, reliable reporting, and processes that hold up as headcount increases. You'll be the person sales, sales leadership, and cross-functional partners in marketing, finance, and customer success turn to when they need the pipeline data or process to be right the first time. This is a hands-on, individual-contributor role at a company still building its sales operations function from a small base - expect to work close to the details, not just the strategy. Essential functions CRM administration (Zoho) * Own day-to-day administration of Zoho CRM: user and role management, workflow and automation configuration, field and layout changes, and third-party integrations. * Creation of new automations to support increased deal volume as the company scales. * Maintain data integrity - deduplication, validation rules, and routine audits - so pipeline, account, and contact data can be trusted. * Document CRM configuration and processes so they're repeatable as the sales team scales. Sales operations support * Support pipeline management, forecasting, and quota tracking for the sales team. * Support the deal desk approval process - tracking deal terms and approvals and flagging exceptions for Sales Operations and Finance. * Manage lead routing and territory assignment rules in partnership with marketing and sales leadership. * Execute post-sale deals processing for handoff to finance and customer success. * Use of AI tools to increase sales and marketing efficiency. Reporting and analytics * Build and maintain dashboards and reports covering pipeline health, funnel conversion, quota attainment, and other core sales KPIs. * Prepare recurring reporting for sales leadership, and ad hoc analysis to support board and leadership-level questions. * Identify trends and process breakdowns in the data and bring them to Sales Operations leadership with a recommendation, not just a chart. Cross-functional coordination * Partner with marketing on lead handoff and campaign tracking inside the CRM. * Partner with customer success and finance on renewal and account data continuity as deals move from sales to post-sale. * Serve as a point of contact for sales reps on day-to-day CRM questions and requests. * Cross-train with Sales Operations on order form & contract generation, board & leadership collateral preparation, sales onboarding, and sales training. ## Related Videos - [Recruitment Reinvented: Bold strategies and the $10K signing incentive](https://www.wearedevelopers.com/videos/1068-recruitment-reinvented-bold-strategies-and-the-10k-signing-incentive) - [Applying Agile Principles to Incident Management ](https://www.wearedevelopers.com/videos/101-applying-agile-principles-to-incident-management) - [Beyond Dashboards: Fixing Text-to-SQL with Semantic RAG](https://www.wearedevelopers.com/videos/2036-beyond-dashboards-fixing-text-to-sql-with-semantic-rag) - [Integrate your Cognitive Assistant with 3rd-party DBs and software](https://www.wearedevelopers.com/videos/249-integrate-your-cognitive-assistant-with-3rd-party-dbs-and-software) - [Tech as a Profit Center – Maximizing P&L Impact by Research Funding and Capitalization](https://www.wearedevelopers.com/videos/100125-tech-as-a-profit-center-maximizing-p-l-impact-by-research-funding-and-capitalization) - [AI in Production: applied AI & enterprise use cases](https://www.wearedevelopers.com/videos/100130-ai-in-production-applied-ai-enterprise-use-cases) ## Related Articles - [Highest Paying Tech Companies for Developers](https://www.wearedevelopers.com/magazine/220-highest-paying-tech-companies-for-developers) - [Best Companies to work for in London: Top 25 Companies in 2023](https://www.wearedevelopers.com/magazine/187-best-companies-to-work-for-in-london-top-25-companies-in-2023) - [The Biggest German Tech Companies](https://www.wearedevelopers.com/magazine/424-the-biggest-german-tech-companies) - [Fully Remote Software Engineer Jobs](https://www.wearedevelopers.com/magazine/447-fully-remote-software-engineer-jobs) - [Data Analyst Salary in Switzerland](https://www.wearedevelopers.com/magazine/276-data-analyst-salary-in-switzerland) - [Highest Paying Tech Companies in Europe](https://www.wearedevelopers.com/magazine/162-highest-paying-tech-companies-in-europe)