About Us

Docyt, pronounced “docket”, is a Silicon Valley-based FinTech startup headquartered in Silicon Valley, that is passionately focused on giving businesses control of their financial data. While great strides have been made in sending and receiving payments, businesses still struggle to aggregate all their financial data, understand it, and use it to make well-informed, timely decisions. Docyt brings order to data chaos.

Docyt is a super app that applies AI (artificial intelligence) across the entire accounting tech stack. Docyt digitizes financial data, automates both income and expense workflows, continuously reconciles QuickBooks®, and generates real-time financial statements. That explains what we do, but here’s why it’s important. A complete, accurate, real-time financial picture empowers businesses to make timely and smart decisions so their business can thrive.

Description

As a Sales Operations Manager, you will be responsible for optimizing and enhancing the efficiency of sales operations through the effective utilization of Salesforce CRM and other sales tech stack.

Key Responsibilities:

Salesforce Administration:
- Manage and administer Salesforce CRM system, ensuring optimal performance and user experience
- Customize and configure Salesforce to meet business requirements, including creating and maintaining custom objects, fields, and page layouts
- Deep understanding of sales tech stack
Data Management:
- Oversee data quality and integrity within Salesforce, implementing best practices for data hygiene and accuracy
- Perform regular data audits and clean-ups to ensure the reliability of information stored in the system
- Manages all sales reports and basic forecasting, commissions and quota management
User Training and Support:
- Conduct user training sessions to enhance the proficiency of team members in utilizing Salesforce features
- Provide ongoing support to users, addressing inquiries, troubleshooting issues, and ensuring smooth day-to-day operations
Process Optimization:
- Collaborate with cross-functional teams to understand business processes and identify opportunities for improvement using Salesforce automation
- Design and implement workflow rules, validation rules, and process builder flows to streamline operations
- Assists CRO in selling process, territory planning through data
Reporting and Analytics:
- Develop and maintain reports and dashboards to provide insights into key performance indicators and support data-driven decision-making
- Collaborate with stakeholders to understand reporting requirements and implement solutions accordingly
- Understanding of Key SaaS metrics

Requirements

Bachelor's degree in a relevant field
Proven 5+ years of hands-on experience with Salesforce CRM administration
HubSpot or MAP familiarity is desirable
Salesforce Administrator Certification is required
Strong understanding of CRM concepts, data structures, and relational databases
Proven ability to analyze business processes and recommend improvements
Excellent communication and interpersonal skills
Ability to work independently and collaboratively in a fast-paced environment

Benefits

Strong Salary plus performance incentive
Be part of an exciting and fast-growing SaaS organization
An impactful role with lots of growth potential
A lot of freedom to apply your creative and strategic skills
A work-hard, play-hard environment

Docyt

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Sales Operations Manager