Survalent is seeking a Sales Operations professional who will play a critical role in maintaining sales data integrity, delivering reliable Salesforce reporting, and providing actionable insights that enable sales leadership to effectively manage and grow the business. This role requires an analytical, Salesforce-driven expert with strong experience analyzing data and applying predictive insights to support forecasting, pipeline management, and strategic decision-making.
Partnering closely with Sales Leadership, Finance, and Executive Management, this position transforms complex sales data into forward-looking insights. The ideal candidate is hands-on in Salesforce, detail-oriented, and comfortable using data not only to report past performance, but to anticipate trends, risks, and revenue-driving opportunities.
What you will be doing:
- Own Salesforce data integrity and quality across leads, accounts, opportunities, and activities.
- Perform day-to-day sales operations administration within Salesforce, including configuration support, field management, data hygiene, and periodic audits.
- Design, build, and maintain executive-level dashboards and reports for the CRO, CEO, Sales Leadership, and Finance.
- Lead the transition from Excel-based reporting to Salesforce, replacing weekly, monthly, and quarterly reports with scalable, automated reporting.
- Prepare and distribute weekly forecast views, including Monday forecast snapshots and week-over-week pipeline change analysis.
- Track and analyze pipeline movement, including slippage, risk, coverage, and upside.
- Support global sales calls and operating cadences with accurate, structured, and decision-ready data.
- Maintain sales process documentation, Salesforce usage standards, and reporting definitions to ensure consistency and adoption.
- Own Salesforce-related onboarding checklists, ensuring new hires are set up with the right access, processes, and reporting.
- Support Salesforce and Outreach activity tracking, reporting, and alignment with defined sales processes.
- Reconcile monthly bookings and revenue data between Salesforce and Finance systems.
- Proactively identify data inconsistencies and root causes, and drive fixes at the source.
- Eliminate shadow systems and offline tracking, reinforcing Salesforce as the authoritative system of record.
- Other duties as required
Education and Experience:
- University degree in business, analytics, information systems, or a related field.
- 5+ years in sales, sales development, sales operations, or revenue support.
- 5+ years of hands-on experience working in Salesforce, including reporting, dashboards, data management, and sales operations support.
- Experience carrying quota or supporting quota-carrying roles.
- Strong hands-on Salesforce reporting and administration experience.
- Clear understanding of pipeline stages, forecasting, and sales cadence.
- Strong analytical thinking with the ability to translate data into actionable insights.
- High attention to detail and commitment to data accuracy and quality.
- Clear, concise written and verbal communication skills.
- Comfortable working directly with senior leadership and presenting data-driven insights
This is a full-time permanent position reporting to the Chief Revenue Officer (CRO). If you are interested in joining a growing organization in this exciting role, please apply with your resume and cover letter by clicking the following link:
https://www.fitzii.com/apply/96864?s=li
About Us:
Survalent Technology Corporation is the leading provider of real-time smart grid management system for enabling visualization, optimization, and improved operations for utilities. For six decades, we have helped more than 800 utilities use operational data to increase reliability, efficiency, and customer service. With our proven and reliable SCADA (Supervisory Control and Data Acquisition), Distribution Management System (DMS), Outage Management System (OMS), and Substation Automation (SA) solutions, utilities transform data into actionable intelligence. We partner with utilities across the globe to create mission critical solutions that will achieve the promise of the Smart Grid.
Survalent values a diverse workplace and strongly encourages women, people of all races, color, creed, ancestry, ethnic origin, sexual orientation, gender identity or expression, age, religion, national origin, citizenship status, disability, marital status, family status, and those with disabilities to apply. Survalent is an equal opportunity employer. We are committed to providing accommodations for persons with disabilities. If you require accommodation, we will work with you to meet your needs.
While we appreciate the interest of all applicants, only those selected for an interview will be contacted.
