Sales & Marketing Operations, Analyst

Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers' financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $7.3B.

We’re consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal.

We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.

About the Role:

The Sales & Marketing Operations Analyst is responsible for architecting and maintaining a high-performance revenue engine. This role moves beyond traditional administration into the world of programmatic data enrichment and automated sales engagement. You will own the critical data flow between Clay, Salesforce, and Outreach, ensuring our Go-To-Market (GTM) teams are equipped with high-fidelity data and streamlined workflows to drive predictable growth.

What You’ll Do:

Data Orchestration & Enrichment

• Design, build, and maintain Clay workflows to automate inbound lead enrichment and outbound prospecting.

• Configure AI-driven research agents (Claygent) to scrape websites and LinkedIn for specific buying signals, technographic data, and intent triggers.

• Manage API integrations between Clay and external data providers to maintain a minimum of 90% data coverage and accuracy.

Sales Engagement Operations

• Manage the Outreach-Salesforce synchronization, ensuring seamless mapping of prospects, accounts, and activities while maintaining database hygiene.

• Partner with Marketing and Sales leadership to build, A/B test, and optimize automated sequences and templates.

• Enforce "Sequence Governance" to prevent lead fatigue and provide detailed reporting on reply rates, meeting-set metrics, and sequence ROI.

• Optimize the Salesforce UI/UX to ensure a frictionless workflow for Account Executives (AEs) and Customer Success Managers (CSMs).

Advanced Salesforce Administration

• Architecture: Manage custom objects, complex validation rules, and page layouts tailored for marketing attribution and sales efficiency.

• Flow Automation: Build and maintain sophisticated Salesforce Flows to automate lead routing, lifecycle stage transitions, and internal alerting.

• Security: Manage user profiles, permission sets, and sharing rules to ensure data security while enabling team accessibility.

Funnel Management & Governance

• Develop and oversee Lead-to-Account mapping processes to ensure organizational alignment.

• Maintain the "Source of Truth" for marketing attribution, ensuring all enriched leads and sequences are accurately tagged.

• Implement and enforce Lead SOPs, including reassignment logic and lifecycle management.

• Translate the vision of Sales and Marketing leadership into functional, scalable technical workflows.

What We Look For:

• CRM Expertise: 3+ years of experience in Revenue or Marketing Operations with deep technical knowledge of Salesforce (Flows, custom objects, and reporting).

• Data Orchestration: Power-user proficiency in Clay, including building AI-driven workflows, writing formulas, and managing complex API/JSON integrations.

• Sales Engagement: Proven track record managing Outreach.io at scale, focusing on sequence governance, Salesforce sync logic, and performance analytics.

• Process Automation: Expert ability to design and implement automated lead routing, lifecycle transitions, and Lead-to-Account mapping.

• Strategic Operations: Strong analytical skills to translate GTM leadership vision into scalable technical architecture and actionable reporting.

What We Offer You:

• Competitive salary and stock option plan

• 100% paid coverage of medical, dental and vision insurance

• Flexible PTO

• Competitive 401(k)

• Opportunities for professional growth and development

• Paid parental leave

• Health & wellness initiatives

#LI-Hybrid

For California residents: Upgrade's California Notice at Collection and Privacy Policy describes our practices regarding the collection, use, and disclosure of the personal information of job applicants.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade's Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement. English is required for all positions, as it involves interacting with staff at Upgrade's offices worldwide.