Sales Operations Specialist- Salesforce

The Role:
The CGS Salesforce Sales Operations Specialist position is a new position. This role will entail supporting CGS globally with Salesforce.com. It is a critical position as CGS migrates to a new instance of Salesforce, which is currently under development and being customized to meet the needs of the CGS business. You will be assisting with the buildout as well as coordinate data enhancements once we go live in early 2023. You will spend the majority of the day in Salesforce: reviewing, reconciling and updating data. Through your CRM support, you will be required to collaborate with various departments within CUSIP & FactSet, which include Sales, Client Services, Product Management, Operations, Compliance, Technology and Legal.
The Career Opportunity:
As a CGS Salesforce Sales Operations Specialist, you will be working collaboratively with counterparts and internal stakeholders from different global offices to gain exposure to the financial services industry in a remarkably broad manner allowing you to learn about all types of businesses. You will learn the ins-and-outs of the CUSIP sales cycle and have the opportunity to partner with our various global colleagues. This is a great opportunity for you to grow professionally.
The Team / The Business:
CUSIP Global Services is composed of long-tenured professionals, with deep industry expertise. The global team at CUSIP has a casual and friendly atmosphere but is hardworking and committed to the business' continued success. The team is always exploring ways to improve productivity to maximize revenue and thus must be organized and work efficiently given our leanness.
Responsibilities:

• Spearheading data collection & analysis projects using Salesforce
• Serve as the primary contact for sales reps for troubleshooting and questions about Salesforce and other tools
• Train new and existing team members on best practices and new features in Salesforce and associated tools
• Document processes and configuration of the Salesforce environment
• Build basic reports in Salesforce to assist team members
• Communicate weekly updates on new features and processes to the Sales team
• Perform data entry and data hygiene in Salesforce
• Manage and update collateral such as email templates, SMS templates, etc.
• Help sales reps execute outreach and programs such as leads and email blasts
• Participate in the CRM testing
• Complete assigned project deliverables according to project plan and expected quality
• Ensure all product documentation, FAQ's, runbooks are captured and up to date

Minimum Qualifications:

• 3+ years of experience with Salesforce Sales Cloud
• Experience with Salesforce CPQ and Community/Experience Cloud is a plus
• Drive opportunity data management controls, processes, and data quality
• Report creation for analytics, data quality, and ad hoc queries
• Comfortable working with large data sets
• Advanced Excel experience including VLOOKUP, nested formulas, and Pivot tables

Critical Skills:

• Drive and desire to learn and grow both technical and functional skill sets
• Effective time and task management skills

The budgeted amount range for this position in the states of Connecticut and New York is $76,000-$105,000.
FactSet is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity