Sales Operations Specialist

Over 8,000 companies — from scrappy startups to global brands — use our platform to send billions of emails, push notifications, in-app messages, and SMS every day. Customer.io powers automated communication that people actually want to receive. We help teams send smarter, more relevant messages using real-time behavioral data.

As a Sales Operations Manager on our Revenue Operations team, you’ll play a pivotal role in shaping a high-performing, data-driven sales engine. You’ll partner closely with Sales, Marketing, and Systems teams to optimize the funnel, streamline processes, and ensure our GTM teams have the visibility and tools they need to excel. This is an opportunity to create real impact by bringing clarity, structure, and insights to a fast-growing organization.

Hi, I'm Ashley, Manager of Revenue Operations here at Customer.io, and I'm looking for a Sales Operations Analyst to join our Revenue Operations team.

This is a role for someone who's a few years into their ops career and ready to sink their teeth into real, day-to-day operational ownership. You'll be the person who keeps our sales engine running cleanly — maintaining our Salesforce processes, building and updating dashboards, supporting routing logic, and making sure reps have accurate data and the right tooling to do their jobs. It's hands-on, detail-oriented work that has direct impact on how our GTM teams operate.

You'll work closely with Sales, Marketing, and the broader RevOps team — and with our Systems Admins when Salesforce enhancements need to be deployed. You won't be setting the strategy, but you'll be executing it reliably and flagging when something isn't working.

A bit about how we work: we're a distributed team that moves thoughtfully, documents everything, and values clarity over speed. You'll be expected to own your work end to end — from scoping a reporting request to delivering clean output — and to communicate proactively when things get messy.

• Attention to detail — You catch data issues before they become leadership problems. Clean data isn't glamorous, but you know it's foundational.
• Clear documentation — You write things down. Processes, decisions, how-tos — you default to documentation so the team doesn't have to rely on tribal knowledge.
• Steady execution — You take a request from intake to delivery without needing a lot of hand-holding, and you flag blockers early rather than quietly missing deadlines.
• Curiosity about systems — You want to understand how Salesforce, routing logic, and reporting all connect — not just do the task in front of you.
• Collaborative by default — You work well with Sales reps, Marketing partners, and RevOps teammates, and you communicate clearly across functions even when priorities are competing.

• Maintain and update sales dashboards, reports, and KPIs in Salesforce to track pipeline health, conversion rates, and rep activity
• Own day-to-day CRM hygiene — ensuring data accuracy, enforcing process compliance, and flagging anomalies
• Support lead and account routing logic to ensure speed-to-lead and alignment with our go-to-market coverage model
• Fulfill ad hoc reporting and campaign targeting requests from Sales and Marketing stakeholders
• Partner with Systems Admins to support Salesforce enhancements and updates — testing, documenting, and helping roll them out
• Serve as first-line support for sales tooling questions — triaging issues, coordinating fixes, and escalating when needed
• Assist with territory planning and account ownership maintenance within the CRM
• Document sales processes and keep that documentation current as things change
• Identify opportunities to improve or automate repetitive workflows and bring those ideas to the team

• 2–4 years of experience in Sales Operations, Revenue Operations, or a similar analytical/process-oriented role
• Hands-on Salesforce experience, including Lightning UX — you've owned CRM data and process work, not just observed it
• Strong documentation habits and high attention to detail
• Comfortable building and maintaining reports and dashboards (Salesforce reporting, plus spreadsheets when needed)
• Clear communicator — written especially, since we're a distributed team
• Familiarity with GTM concepts like lead stages, routing logic, and opportunity management

Ideally, but not required:

• Experience with tools like Notion or Linear for project tracking and documentation
• Exposure to sales and marketing tooling such as Gong, Salesloft, RevenueHero, DealHub, PlanHat, or marketing automation platforms
• Experience with process mapping tools like Miro

We believe in transparency. Starting salary for this role is $90,000 - $100,000 (or equivalent in local currency) depending on experience and subject to market rate adjustment.

We know our people are what make us great, and we’re committed to taking great care of them. Our inclusive benefits package supports your well-being and growth, including 100% coverage of medical, dental, vision, mental health, and supplemental insurance premiums for you and your family. We also offer 16 weeks paid parental leave, unlimited PTO, stipends for remote work and wellness, a professional development budget, and more.

See full benefits here →

No gotchas, no trick questions - just a clear, human process designed to help both of us make an informed decision.

• 30-minute video call with a Recruiter to get to know each other
• 45-minute video call with the Hiring Manager to dive deeper into the role
• Take-home assignment (completed over a few days), followed by a 45-minute review call with a cross-functional panel

All final candidates will be asked to complete a background check and employment verifications as part of our pre-employment process.

Customer.io recognizes the stifling impact of systemic injustice on diverse communities. We commit to using our influence to increase inclusion and equity within the tech industry. We strive to build an inclusive team culture, implement bias-free hiring practices, and develop community partnerships to expand our global impact.

Zoom is the only video conference platform that we use, virtual interviews will be conducted using the video capability (i.e., not via the chat), and offers will be extended in writing on official Customer.io letterhead. Please be vigilant in all of your job search activity, and if you have any questions please contact [email protected].

Check out our careers page for more information about why you should come work with us! We believe in empathy, transparency, responsibility, and, yes, a little awkwardness. If you’re excited by what you read — apply now.