Sales Operations Specialist

Who You Are

 You are a passionate, organized, and driven sales operations professional with experience in the systems and processes that support a global sales team. You understand the sales operations ecosystem and enterprise client lifecycle, and have worked extensively with Salesforce, marketing automation software and other financial and operational tools.

Key Responsibilities

• Identify, design, document, and implement opportunities to increase sales productivity and improve operational efficiency.
• Turn data into actionable insights.
• Build relationships with cross-functional teams such as Product, Marketing, Finance, and Business Development.
• Work with sales leadership to develop organizational goals.
• Enhance and maintain Salesforce environment.
• Manage Salesforce data, including uploading customer information and ensure data accuracy, completeness, and timeliness.
• Manage projects to execution, ensuring accuracy in sales reporting.
• Track metrics and Key Performance Indicators (KPIs), including financial performance.
• Support business development, sales, and account management teams in managing the day to day rhythm of sales operations.
• Implement and help enforce adherence to internal processes across the full sales lifecycle, including legal documentation, account management, and renewals.

Desired Skills & Experience

• 5-7 years of relevant experience in revenue operations or sales operations.
• Strong working experience with Salesforce required.
• Strong experience with MS Excel and PowerPoint.
• Strong project management, planning, and organization skills.
• Strong analytical skills and a creative approach to problem solving.
• Strong experience with sales forecasting and pipeline management.
• Outstanding interpersonal and communication skills, and the ability to work effectively in a fast-paced environment.
• Experience within a SaaS company, startup environment or similar rapidly-growing enterprise strongly preferred

We are looking for a Salesforce.com Administrator who loves to solve problems, build cool stuff and learn about technology. You need to have experience running the Salesforce.com platform for one or multiple organizations - either by yourself, or as part of a team. Ideally you’ve had experience within SaaS companies or other technology providers who use Salesforce.com to rigorously capture the entire Sales Lifecycle. From Lead, to Opportunity, to Customer: You know how to use and customize Salesforce so that Sales people have a tool that works, and Executives have data that they can trust.

• Minimum 5 Years Experience in administration for Salesforce.com instance
• Know the basics of SFDC admin through and through
• Object and Field Creation and FLS, Sharing, Permission set knowledge
• Reporting, List Views, Dashboards
• If you don’t know how to do “X” today in Salesforce.com: You can figure it out!
• Have setup, troubleshooted and managed integrations with other platforms
• Comfortable interacting with and Training SFDC Users
• Very familiar with data tools: DataUploader, Data Wizard, Google-sheet plugin

• Skilled Business Analyst with experience building the ‘right’ solution 
• Have understood business process and requirements by integrating with business teams
• Have understood pain points of Users and what ‘Ideal state’ might look like
• Have balanced “Must Haves” with “Nice to Haves” and weighed them against technical implementation scope and maintenance considerations

• Experience Building things in Salesforce.com
• Have designed and built the solution you created as a Business Analyst
• Familiarity with sandbox environments and pushing to production. AND awareness of what types of changes do not require formal release procedures
• Have built workflows, validation rules, Process Builder Flows, and Flows (MUST KNOW)
• Some experience with Lightning components, Visualforce, Apex, Developer Console a big Plus

• Nice to have: Technology Person with some Developer experience
• Familiarity with programming languages a plus
• Familiarity with Agile Development, Scrum
• General awareness of Development practices
• Curious about and keen to explore new areas, new technologies
• You get asked to fix your friend’s/families computer/system/phone/etc a lot