Salesforce Operations
4 days ago
Description
• Manage and optimize our Salesforce instance to improve operational efficiency of sales team.\n• Focus on data management, workflow optimization, opportunity management, and configuration of pricing packages.\n• Provide support for ad-hoc Salesforce-related tasks as needed.\n• Perform data audits and clean-up of key data fields.\n• Review current workflows and implement automation to improve productivity.\n• Ensure opportunity stages align with sales processes and modify fields for reporting accuracy.\n• Update pricing packages and order forms to match current offerings.\n• Make configuration adjustments to improve user experience and data capture.\n• Design custom reports and dashboards for performance tracking.\n• Address urgent Salesforce-related requests from the sales team.
Requirements
• Proficient in Salesforce CRM and related platforms (e.g., Salesloft, DocuSign).\n• Strong experience in data management, workflow optimization, and system configuration within Salesforce.\n• Ability to customize Salesforce fields, layouts, and reports to meet specific business needs.\n• Strong attention to detail and problem-solving skills.\n• Self-driven with excellent time management and ability to prioritize multiple tasks.\n• Prior experience working with sales teams to improve operational efficiency and reporting.
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