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Sales Operations Analyst

AI Summary
Clipboard is seeking a Sales Operations Analyst to build, operate, and improve the systems supporting its sales organization. The role combines Salesforce administration, data analysis, workflow automation, and internal-tool development across production systems such as account distribution and data pipelines. The analyst will direct and quality-check AI agents, investigate ambiguous requests, and maintain high standards for data accuracy and system reliability. Strong ownership, sound judgment, SQL, Python, automation, and CRM experience are valuable for success in this remote North American role.
Remote from
USA, Canada
Salary
USD 75k–110k / yr
Employment
Full Time
Experience
Director
Published
Apply before
14 Dec 2026
Listing views
31
Application actions
0
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Opportunity details

About this role.

About Clipboard

Our mission is to uplift as many communities as possible. We do this through our app-based marketplace that connects healthcare professionals with the workplaces that need amazing workers. This enables hundreds of thousands of people to achieve financial stability for themselves and their families while providing essential care to millions of people across the U.S.

Founded in 2016, we are a remote-first team of over 1,000 people building a top Y-Combinator company and have been profitable since 2022. We’re the leader in Long-Term Care staffing and are rapidly expanding into Home Health, Hospitals, and more, meaning we have more work to do than people to do it, and are growing our team to support millions more people and their communities.

About the Role

Clipboard is looking for a Sales Operations Analyst to help build and run the systems behind our sales organization.

You’ll work across Salesforce, data, automation, and internal tools to help our sales team operate more effectively. That might mean building an automation that eliminates a recurring workflow, investigating a messy data problem, redesigning part of our Salesforce setup, or building a new system from the ground up.

We are a small team with an unusual operating model. Much of our execution runs through AI agents that we direct and quality-check, allowing each analyst to operate with the leverage of a much larger team.

This is equal parts builder and operator. You’ll own systems end to end, work through ambiguous requests from reps and leadership, and be accountable for making sure the things you build actually work.

What You’ll Do

  • Own live systems. Take ownership of production systems such as account distribution, deal intelligence, competitor tracking, and data sync pipelines. You’ll be accountable for their accuracy and reliability.

  • Solve ambiguous problems. Work through requests from sales reps, managers, and leadership, figure out what is actually needed, and execute quickly.

  • Direct AI agents. Write specs and prompts, supervise AI agents, and rigorously QA their output before it touches production data.

  • Build automations and tools. Create scripts, scheduled jobs, Slack bots, and lightweight web apps that turn recurring manual work into scalable systems.

  • Analyze and report. Use SQL and other tools to answer important revenue questions and build reporting the organization can trust.

  • Guard data quality. Handle merges, deduplication, account mapping, enrichment, and other work required to keep our systems accurate at scale.

What We’re Looking For

  • Evidence of building. You’ve built scripts, automations, tools, systems, or other solutions to real problems.

  • AI-native working style. You already use AI to multiply your output and understand where it can fail and how to verify its work.

  • High judgment under ambiguity. You can take a loosely defined problem, figure out what matters, and know when to act versus when to ask.

  • Strong attention to detail. You’re comfortable being the last line of defense before changes affect production systems and large datasets.

  • Bias to ownership. When something you own breaks, you don’t just fix the immediate issue. You look for the underlying problem and improve the system.

SQL and Python experience are strong pluses, but we’re more interested in your curiosity, judgment, and ability to ship than checking every technical box.

Nice to Have

  • Salesforce administration or development experience, including flows, SOQL, or data model design.

  • Experience in Sales Operations, Revenue Operations, Business Operations, analytics, or a similar environment.

  • Experience building automations with tools, scripts, APIs, or AI agents.

Interview Process

  1. Application Review – We’ll review your experience and evidence of things you’ve built, automated, or owned.

  2. Take-Home Assessment – A practical, ~2-hour assessment using a fictional company, mock website, and CRM. You’ll have 48 hours to complete it, and AI tools are encouraged.

  3. Technical Walkthrough – A 30-minute session where you’ll demo what you built, explain your decisions, and make a small live change to your system.

  4. Manager Interview – A 30-minute conversation focused on communication, ownership, judgment, and how you operate under ambiguity.

  5. Final Steps / Offer! – Some candidates may have an executive conversation, followed by references and an offer.

What We Offer

  • Competitive base salary

  • Insurance benefits + 401k options

  • Unlimited PTO and flexible holidays

  • Remote-first working environment

To get a better understanding of the general type of people we want to hire, you can check out our blog here.

Quick Note on Scammers:

Clipboard would never ask you for money or your bank details to participate in our hiring process. Report any scammers impersonating the Clipboard hiring team members here.

Apply now >

This job listing has been manually reviewed by the Jobicy Trust & Safety Team for compliance with our posting guidelines, including verification of the company's legitimacy, accuracy of job details, clarity of remote work policy, and absence of misleading or fraudulent content.

Role DNA

A quick view of the complexity, pace, ownership and collaboration implied by the job description.

Job Complexity

4/5
EasyHard

Pace & Pressure

4/5
RelaxedFast-paced

Autonomy Level

5/5
GuidedFull ownership

Communication Load

4/5
IndependentCollaborative
AI insightThe role requires end-to-end ownership of live sales systems, reliable handling of production data, and rapid resolution of loosely defined business problems. It also demands technical judgment when supervising AI-generated work and validating automation outputs.

Salary analysis

Estimated compensation compared with the broader US market for similar roles.

Estimated job median (per year)Market rate
$92,500
US market range (per year)$80k–$120k
AI insightThe employer discloses a base salary range of $75,000-$110,000 USD per year, with a midpoint of $92,500. A reasonable estimated market range for a Sales Operations Analyst with automation, Salesforce, SQL, and Python responsibilities in North America is $80,000-$120,000 annually.

Core skills

Skills and capabilities most closely associated with this opportunity.

Sample interview questions
How would you approach an ambiguous request from a sales leader to improve lead routing?

I would first clarify the desired business outcome, affected teams, routing rules, current failure modes, and success metrics. I would review CRM data and existing automation, propose a scoped solution, test it with representative records, and monitor routing accuracy after release.

Describe how you would ensure that an AI agent can safely update production CRM data.

I would define narrow permissions, structured inputs and outputs, validation rules, and a clear approval workflow. I would test the agent in a sandbox or against sample records, require audit logs, use exception handling, and review a meaningful sample of outputs before allowing broader production changes.

What steps would you take to investigate duplicate account records in Salesforce?

I would profile duplicates using account identifiers, names, domains, ownership, and activity history. After defining matching and survivorship rules with stakeholders, I would test merges on a small controlled set, preserve critical relationships, document the process, and implement preventive validation or enrichment controls.

How have you used SQL to answer a revenue operations question?

I would use SQL to join CRM objects and activity data, validate definitions with business stakeholders, and calculate metrics such as conversion, pipeline coverage, routing speed, or stage movement. I would reconcile results against trusted reports and clearly document assumptions so the analysis can be reused.

How would you decide whether to solve a recurring sales task with a script, a Salesforce flow, or a lightweight web application?

I would evaluate volume, complexity, reliability requirements, users, data-access needs, maintenance ownership, and auditability. I would prefer the simplest supported solution, use native Salesforce automation for straightforward CRM logic, choose scripts for scheduled or data-heavy processing, and build an application when users need an interactive workflow or more robust controls.

This analysis is generated from the job description. Salary estimates, role characteristics and sample answers are guidance, not employer-provided facts.
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