We are seeking a Sales Operations / Revenue Operations professional with strong experience in CRM data migration, business analysis, and sales process management. The ideal candidate will support the migration from Salesforce (SFDC) to Microsoft Dynamics, ensuring accurate data mapping, cleansing, validation, reporting, and continuity of sales operations.
Key Responsibilities
- Manage CRM data migration across Salesforce and Dynamics, including opportunity and pipeline data.
- Understand CRM fields, export and map data, perform data cleansing and validation, and support integration activities.
- Support Veza integration and data migration as part of post-merger integration initiatives.
- Manage active contract migration, CRM reporting, dashboards, and sales process updates.
- Provide access rights and reporting support to new sellers and ensure smooth user enablement.
- Build simple Power BI reports and visualizations for sales leadership; Tableau experience is also relevant.
- Lead weekly forecast calls, pipeline reviews, and pipeline hygiene activities with Sales leaders.
- Perform business analysis and create PPT presentations, dashboards, and enablement materials for sellers.
- Act as a Salesforce/CRM Operations business manager and process owner, proactively identifying issues and driving improvements.
Ideal Profile
- Strong Sales Operations / Revenue Operations / CRM Business Analysis background.
- Hands-on experience with Salesforce and/or Dynamics CRM data migration.
- Experience with data mapping, extraction, cleansing, validation, reporting, and integrations.
- Power BI experience is preferred but not the primary focus; Tableau experience is transferable.
- Strong stakeholder management skills with Sales leadership and sellers.
- Proactive, hands-on problem solver who can own processes, manage multiple priorities, and drive business outcomes.
