Job description
As a Sales Operations Specialist , youll play a vital role at ThreatModeler. We are looking for a proactive
individual that can help us continually improve and enhance our Salesforce platform, gathering
requirements and feedback, designing scalable best practice solutions, and managing the sales
operations process from end to end.
We are looking for someone with a good understanding of the Salesforce platform, who can understand
both our current setup and our business objectives, in order to quickly identify areas of improvement.
The Sales Operations Specialist should be comfortable with change management and governance, as
well as communicating, prioritizing and managing all aspects of a Salesforce project and taking
ownership of end to end sales operations. Salesforce will overlap with Apollo, Hubspot, and Visitor
Queue as we work closely with the marketing team. The sales operations specialist will also work with
the sales team to process and track legal documents including using DocuSign.
Responsibilities
- Track long term sales data and forecasts
- Compensation and incentive plan management
- Work with sales teams, finance, and legal, to ensure contracts meet legal, finance and order
management requirements
- Implement new technologies as needed to support marketing and sales teams
- Serve as a liaison between teams and upper management
- Follow ethical practices with consumer and customer data
- Assist marketing teams in determining customer outreach methods
- Monitor and assist with customer retention
- Train staff on new technology and software
- Assist with account management Qualifications for Sales Team
- All aspects of user and license management including new user setup/deactivation, roles,
profiles, permissions, public groups, OWD, sharing rules
- Salesforce configuration changes, including (but not limited to): Flow, assignment rules, approval
processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings,
mobile administration, dashboards and reports
- Sandbox environment management
- Identify and gather requirements, translating into best practice, scalable solutions with a focus
on exceptional user experience
- Identify unused or underutilized platform features
- Own the communication of any platform changes to end users and stakeholders
- Data management to improve Salesforce data quality, implementing rules and automation as
needed
- Proactive system maintenance including Security Reviews, Release Updates, Health Check, and
Optimizer
- Monitor and improve user adoption
- New user and ongoing user training
- Working with integrated applications including DocuSign, HubSpot, Apollo, Visitor Queue
- Analyze and troubleshoot any issues with any sales software integrations
Required Qualifications:
- Strong Salesforce product knowledge and at least 3+ years of Salesforce Administration
- Certified Salesforce Administrator
- A proactive attitude to platform enhancements
- Designing scalable, best practice solutions
- Excellent relationship-building skills
- Strong analytical skills
- Ability to perform advanced computing functions.
- Familiarity with databases and sales software
- Ability to problem solve BD Proven experience in a sales experience 2+ years
- Have excellent oral and written communication skills
- Solid work ethic and unquestioned integrity
- Thorough understanding of marketing and negotiating techniques
- Must have experience in software/ tech sales environment
- Ability to liaise with stakeholders at all levels
- Translating requirements into technical solutions
- Experience in change management and governance
- Training end users and key stakeholders
- Available and responsive to questions
- Experience implementing Salesforce configuration changes, including (but not limited to): Flow,
assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps,
actions, custom settings, mobile administration, dashboards and reports
- Must have a curious mindset and take initiative to actively problem solve and troubleshoot