The Sales Operations Administrator is responsible for implementing and maintaining our CRM tools to ensure adoption, analyze data, manage data and building analytic tools. This role supports active users in Sales, Marketing, and Revenue Management. The Sales Operations Administrator collaborates closely with developers to deliver business design requirements and logic for both programmatic and declarative enhancements.

Key Responsibilities

CRM Management: Maintaining and updating the Customer Relationship Management (CRM) system with accurate customer data, sales activities, and other relevant information. Ensure optimal performance of Salesforce systems and products: Sales Cloud, Marketing Cloud, Service Cloud, Digital Engagement (Chat/SMS/Omni Channel), Maps, CRM A.
Process Support: Assisting with the implementation and optimization of processes, including lead management, proposal generation, and order processing.
Data Analysis and Reporting: Developing, implementing, and maintaining SFDC Dashboards, sales reports, analyzing data through tools such as CRM-A to identify trends and areas for improvement, and providing insights to the care/sales team and management.
Sales Tool Management: Assisting with the implementation and maintenance of sales tools and technologies, ensuring they are used effectively by the sales team.
Training and Development: Supporting the sales team with training on sales processes, CRM usage, and other relevant tools.

Essential Skills Needed

Organizational Skills: Ability to manage multiple tasks, prioritize effectively, and maintain accurate records.
Communication Skills: Strong written and verbal communication skills for interacting with team members, clients, and other stakeholders.
Technical Skills: Proficiency in using CRM systems (e.g., Salesforce), Tableau, Salesforce CRM-A, Microsoft Office Suite, proficiency in Excel and other sales-related software.
Analytical Skills: Ability to analyze data, identify trends, and provide insights to improve revenue performance.
Problem-Solving Skills: Ability to identify and resolve issues related to sales processes, data accuracy, and tool usage.
Teamwork and Collaboration: Ability to work effectively with the sales team and other departments to achieve common goals.

Education & Experience

Bachelor’s degree in related discipline (e.g. Computer Information Systems, Information System Technologies, Management Information Systems). In lieu of degree, a minimum of 7 years’ experience preferred with SFDC, SQL, SAQL, Tableau, CRM-A, or related analytics tool.
Minimum of 3 years’ experience providing Salesforce training and end-user support.

Preferred

Salesforce Administrator certification

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Sales Operations Admin