CRM & Revenue Technology Analyst

CRM & Revenue Technology Analyst

Department: CRM & Revenue Technology

Location: [India/Remote]

The CRM & Revenue Technology team is the engine behind Convera's go-to-market success. We design, build, and optimize the technology infrastructure that empowers our Sales, Marketing, and Customer Success teams to work smarter and faster. From Salesforce configuration to data enrichment tools and sales enablement platforms, we own the full GTM tech stack that drives revenue growth across the organization.

Our Tech Stack: CRM Platform: Salesforce (Sales Cloud, Service Cloud) Prospecting & Enrichment: ZoomInfo, RingLead, Dun & Bradstreet, Cognism Sales Enablement & Training: Gong, Highspot Enterprise Integrations: Credit systems, Entity Management, Case Management

We're looking for a CRM & Revenue Technology Analyst to join our team as a key technical contributor and project coordinator. This role sits at the intersection of business operations, engineering, and go-to-market teams translating business needs into technical solutions, coordinating Salesforce builds with engineering, and ensuring our GTM teams have clean data and efficient processes. You'll be the go-to person for unblocking technical issues, documenting processes, maintaining data integrity, and driving projects that increase productivity across Sales, Marketing, and Customer Success. This is a high-impact role for someone who thrives on solving complex problems, loves working cross-functionally, and wants to directly influence revenue operations at scale.

Salesforce Build Coordination & Delivery

• Partner with engineering and business stakeholders to define requirements, coordinate new Salesforce builds, and ensure timely delivery of enhancements (custom objects, fields, flows, validation rules, page layouts)

• Act as the liaison between business users and technical teams—translating requirements into technical specs and ensuring alignment on priorities

• Manage the backlog of Salesforce enhancement requests, prioritizing based on business impact and technical feasibility

Release Management & Testing

• Coordinate Salesforce release cycles—testing new features in sandbox environments before production deployment

• Develop test plans and conduct user acceptance testing (UAT) for new builds and enhancements

• Maintain sandbox environments and refresh schedules to ensure development and testing alignment

• Document release notes and communicate system changes to end users

Documentation & Standard Operating Procedures

• Write and maintain SOPs, user guides, and technical documentation for Salesforce processes, data workflows, and tool integrations

• Document system architecture, data models, and integration flows to ensure knowledge continuity

• Create enablement materials to help GTM teams effectively use CRM tools and features

Data Hygiene & Quality Management

• Monitor and maintain data quality in Salesforce—identifying duplicates, incomplete records, and data integrity issues

• Implement and enforce data governance standards, validation rules, and enrichment workflows using ZoomInfo, RingLead, D&B, and Cognism

• Design and execute data cleanup initiatives to improve reporting accuracy and user experience

• Use tools like Data Loader, Apex Data Loader, and API