Senior Staff Business Systems Analyst, Sales Automation and Insights (Remote)

Company: Intuit
Location: Mountain View
Posted on: April 7, 2025

Job Description:

We are seeking a highly self-motivated, data-driven, and detail-oriented individual to join our 'Sales Automation & Insights' Center Of Excellence. This team identifies and utilizes advanced technologies to improve sales-interfacing workflows with the objective to boost revenue and operational efficiency. The role entails defining an overarching CRM workflow strategy (e.g. Customer Prioritization, Account Plans, Pipeline Management, Next Best Actions etc.) for the Sales organization and implementing it into a scalable, integrated process and technology system.This position requires a strong background in Sales Operations and specifically, the development, implementation, and optimization of sales automation initiatives that yield actionable business insights. In this role, you will be responsible for defining automation priorities that align with sales objectives, leading the development of 1st/ 3rd party tools, and ensuring their successful adoption and ongoing optimization. As a result, this role requires a self-starter who has the ability to drive complex, cross-functional projects from concept to execution, is comfortable taking initiative, and can operate independently to drive results. The ideal candidate possesses strong analytical skills and can translate findings into concrete automation and efficiency initiatives. Additionally, the candidate should be comfortable working in a fast-paced, ambiguous environment where they can adapt, prioritize, and execute business outcomes with operational rigor.You will collaborate directly with cross-functional teams in Sales, Marketing, Product, and Analytics. This role requires end-to-end ownership of our Sales Automation & Insights objectives, either by leading initiatives directly or by influencing outcomes through others. Your strong relationship-building, influencing, and communication skills will help you succeed.Responsibilities--- CRM Sales Workflow & Insights Strategy: Define the North Star for our sales workflows and the insights they shall yield to enable business leaders in their decision-making.--- CRM System Design: Oversee the design and integration of 1st/ 3rd party tools that enhance sales processes, such as sales forecasting, account planning, pipeline management, and customer insights.--- Project Portfolio Management: Manage multiple projects simultaneously, overseeing timelines, resources and deliverables. Drive project prioritization, address portfolio risks and ensure that initiatives are completed on time and in line with business requirements.--- Project Execution: Lead the design, development, and deployment of top priority applications tailored to the sales function, defining business requirements, ensuring that solutions address core business needs and drive tangible outcomes in sales efficiency and performance.--- Performance Monitoring & Management: Establish KPIs to track the performance of applications, and continuously analyze their impact on sales outcomes. Use data-driven insights to make adjustments, continuously optimize and improve our tools' effectiveness over time.--- Thought Leadership: Stay up to date with the latest Sales Automation & Insights trends to continuously evolve our CRM strategy in alignment with industry best practices.Minimum Requirements--- Bachelor's Degree in a numerate or business related subject (Business Management, Finance, Statistics, Computer Science, Information Systems, etc.).--- 7+ years of experience in roles such as Product Management, Technical Product Management, Business Operations, or Consulting.--- Extensive experience in process design, standardization & continuous improvement, with the ability to translate business needs into actionable priorities.--- Track record of working directly with Internal Product teams on the design and implementation of internal tool development projects and/or 3rd party solutions.--- Proven experience with sales automation tools, CRM platforms (e.g., Salesforce, HubSpot), and sales engagement technologies.--- Proven experience in setting and executing workflow optimization/ automation initiatives, ideally within the context of a sales or customer-facing function.--- Strong understanding of sales processes and tools with experience in implementing solutions to enhance sales productivity and outcomes.--- Proven experience working independently, to manage multiple projects simultaneously and to drive initiatives in a cross-functional environment.--- Excellent communication and leadership skills, with the ability to influence stakeholders and lead cross-functional teams.--- Proven stakeholder management experience - including managing multiple partners simultaneously, particularly across Sales and Product organizations.--- Proficient in data analysis and presentation tools with a knack for conveying complex information clearly to general audiences.
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Keywords: Intuit, Berkeley , Senior Staff Business Systems Analyst, Sales Automation and Insights (Remote), Accounting, Auditing , Mountain View, California