Responsibilities:
CRM Management:
- Lead-to-Cash business processes include Lead Management, Customer Lifecycle Management, CPQ/RFQ, NPI Pipeline, and related sales Key Performance Indicators (KPIs)
- Serve as the primary point of contact for all CRM sales process-related matters and reporting. Oversee daily operational functions, including user support, account maintenance, reporting, dashboard creation, and troubleshooting system or process issues
- Collaborate closely with business leaders, subject matter experts, end users, IT, and external vendors to translate business needs into functional solutions. Work with stakeholders, management, and IT to deliver the most effective solutions
- Administer and manage CRM roles/personas, profiles, sharing rules, custom objects, fields, page layouts, formulas, data validation rules, workflows, and approval processes
- Maintain CRM documentation, including process maps, business glossaries, definitions, work instructions, and user training materials
- Drive CRM adoption across the organization by developing and delivering training materials, user guides, and best practices. Monitor user compliance and data accuracy, creating strategies and tactics for continuous improvement
- Manage and prioritize the CRM project backlog, ensuring alignment with business objectives and stakeholder needs
- Oversee the process roadmap and prioritize initiatives that support the sales organization, downstream business partners, and external customers. Serve as the corporate lead and subject matter expert for CRM-related business processes and the process roadmap
Sales Operations Support:
- Develop key performance metrics and dashboards that help the sales organization focus on performance drivers related to Revenue and Forecast
- Proactively identify opportunities for improvement of sales process and procedures
- Provide key stakeholders with critical reporting information and sales insights.
- Proactively diagnose the analytical requirements for the sales organization; design and deliver reports such as LRF revenue approved capex revenue tracking, etc
- Provide analytical and operational support to continuously improve our forecasting management and methodologies
- Provides training on Forecasting system and process
- Ensures compliance of forecast process / systems to Corporate governance
Requirements:
- Bachelor’s degree in industrial engineering, Computer Science, Business Administration or a related field, or equivalent work experience
- Minimum 5 years of work experience with at least 3 years of relevant experience in Sales Operations or Business Operations
- Experience as a Salesforce administrator is required; Salesforce Developer certification is preferred
- Advanced MS Office skills
- Working experience in: maintaining data analytics platforms and troubleshooting on BI Models, preparing dashboards and Power BI Visual, transforming data into meaningful insights, conducting sophisticated and creative analysis of complex data and translating the results into actionable deliverables, messages, and presentations
- Excellent business judgment, problem solving, and project management skills
- Must possess outstanding organizational and interpersonal skills in managing workload and internal customers. Ability to handle multiple tasks simultaneously and prioritize accordingly
- Demonstrated ability to work calmy and maintain good judgement in fast-paced, high stress environments
- Excellent written and verbal communication skills.2+ years of experience supporting a global sales organization with knowledge of the sales NPI and Quote-to-Cash processes. Direct sales experience is a plus
