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Sales Operations Analyst

Join Clipboard Health as a Sales Operations Analyst to enhance sales systems and leverage AI for operational efficiency.

Location
Remote (North America)
Compensation
Not disclosed
Level
mid
Type
full time · Remote

Posted by employer 2 months ago

First seen on Joblaze 2 months ago

Last verified on the company career page 1 hour ago

Apply at Clipboard Health → Save job Scanned from clipboardhealth.com

Skills & Technologies

AI in the day-to-day

Direct AI agents, write specs and prompts, and supervise their output before it touches production data.

Not disclosed in this posting: compensation, years of experience, visa sponsorship.

Benefits

401k Match Unlimited PTO Remote Work Health Insurance

Joblaze summary

The Sales Operations Analyst at Clipboard Health plays a crucial role in enhancing the efficiency of the sales team by managing and optimizing systems across Salesforce and other internal tools. This position requires a strong foundation in automation, data management, and problem-solving, with a focus on leveraging AI to streamline operations. Ideal candidates are those with a background in sales or business operations, who thrive in ambiguous situations and possess a keen attention to detail. Clipboard's unique approach involves a small team utilizing AI agents, allowing for innovative solutions in a rapidly growing company.

Joblaze insights

  • Listed about 2 months ago — first seen on Joblaze September 3, 2026. Last confirmed on Clipboard Health's careers page November 2, 2026.
  • Salesforce appears in 7% of 3447 comparable mid sales/marketing roles; Python appears in 1.7% of 3447 comparable mid sales/marketing roles.

Quick facts

Is the Sales Operations Analyst role remote?
Yes — Clipboard Health lists this as a fully remote position.
What's the tech stack?
Joblaze extracted these technologies from the posting: Python, SQL, Salesforce.
What seniority level is this role?
Clipboard Health targets mid-level candidates for this position.
Is this full-time or contract?
Full-time for this Sales Operations Analyst role at Clipboard Health.

From the original posting

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.

 
 

Standard company text repeated across Clipboard Health's postings is omitted here.

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