88mo ago

Sales Operations Specialist

United States·San FranciscoFull-timemid

SalesSales Operations Specialist

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Quick Summary

Overview

Technical Tools

excelsalesforcecustomer-successforecasting

In this role, your primary function will be to partner with AEs and Sales Leadership to design and build sales processes. You will partner cross-functionally to determine business priorities and align resources to accelerate revenue growth. You will help scale the end to end selling process to minimize friction and maximize efficiency. The ideal candidate will have a proven track record in these areas and have experience implementing and managing sales tools and processes in a dynamic environment. The perfect person would be skilled in both Salesforce and Excel.

Lead execution of multi-functional projects from ideation to close that directly impact new business, customer success, and retention

Provide support with territory alignment, account segmentation, & quota achievement

Develop models to help analyze the health of the business including sales forecasting, pipeline generation & coverage, customer utilization, etc.

Focus on helping the revenue teams use Salesforce (SFDC) to understand post sale activities and measure success and key performance metrics

Work with our GTM teams to understand sales and customer success motions and how we can optimize Salesforce to make them more successful

Be hands-on with all basic administrative functions including user account maintenance, creating custom objects, custom fields, formula fields, validation rules, custom list views and other content of intermediate complexity

Leverage external Salesforce consulting resources where necessary

Experience building out business processes on SFDC that maximize usability of the platform and ensure data integrity

5+ years experience as an admin or developer on SFDC platform

Consistent record of working with leadership teams to implement complex business requirements within Salesforce and third party applications

Detailed understanding of custom objects, fields, validation rules, workflow rules, process flows, and visual workflow—and knowledge of which situations are appropriate for each