Revenue Operations Admin/Associate
The Revenue Operations Associate will work within Salesforce and the related tech stack supporting internal stakeholders in an effort to reduce workflow friction and maintain data hygiene. Must love problem solving!
What you get to do every?day
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Manage day-to-day operational, system & reporting requests within Salesforce
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Collaborate with stakeholders in Sales, Partnerships, Marketing, Onboarding and Customer Success to reduce friction as they move through their respective workflows
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Identify key areas for system and process optimization by analyzing stakeholder feedback trends
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Recommend solutions to representatives by operating as an internal consultant for ad-hoc process and systems inquiries
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Process field updates and troubleshoot with representatives as they operate within Salesforce and look to process lead entries and/or opportunity closures
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Summary of Duties: Under general supervision, manages the day-to-day administration of the Salesforce application, provision users, work with business executives and users for changes to configuration, develop new solutions on the Salesforce platform to meet business needs, and work with consulting partners on larger projects
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This role will also work with Salesforce developers and Infrastructure teams to resolve critical issues and collaborate with service providers
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Designs, configures, and administers custom fields, page layouts, formula fields, general Salesforce mobile application configuration, Data Loader, email templates
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Collaborates with Operations Team members to identifying opportunities for platform improvements
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Resolves challenging technical case support issues for internal users by understanding user requests, triaging solutions for the team, and solving problems independently
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Remains current with Salesforce technologies and best practices
What you will accomplish
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Develop a comprehensive knowledge of business processes
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Establish strong relationships with key internal stakeholders
What you bring to the role
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1-2 years sales operations / sales planning / deal desk experience
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Creative problem solving skills and ability to proactively identify and resolve issues
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Excellent communication skills
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Ability to work in an organized, efficient manner in a fast pace with changing requirements
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Strong knowledge of spreadsheet formulas
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Startup and SaaS background is preferred
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Salesforce knowledge (object structure, reporting, dashboards) is a plus