Summary: The Salesforce Operations Specialist is responsible for supporting various departments that interact with Salesforce, including Sales, Marketing, Business Operations, Product, and Customer Success. This includes managing data, developing reports & dashboards and providing Salesforce administration tasks. Essential Functions: Utilize company data and systems (Salesforce) to develop timely, meaningful analysis and insights that serve to support, measure and enable positive performance, including refining key business metrics and sales dashboards Provide complex data analysis; organize, sort, and filter data to measure and report on the performance of the Sales organization using dashboards, reports, etc. Provide ongoing measurement, analysis, and actionable insights for pipeline, goal setting, revenue growth, forecasting, lead generation, and general business performance Maximize the use of the business data through Salesforce to provide greater Business Intelligence, helping the team to provide comprehensive metrics through reporting and dashboards. Manage processes to promote system changes into production upon completion of appropriate change management Identify, prioritize and contribute to Salesforce automation and scalability projects Work with cross-functional teams including Sales, Marketing, Business Operations, Product, and Customer Success Ensure and maintain data integrity through reinforcement of sales and success processes, data improvement projects, and ongoing data clean up Support Sales Operations in Salesforce/ Sales technology stack adoption and ROI efforts Requirements: 2+ years of experience with Salesforce administration Experience creating reports and/or dashboards from Salesforce data Experience working in a SaaS environment Nice to have experience: Experience with financial analysis (FP&A) Experience working at a growing startup #J-18808-Ljbffr 1872 Consulting
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