Salesforce Sales Operations Consultant

September 17, 2024

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Cumulus Vision

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Cumulus Vision is a specialized consulting firm focused on delivering customized Salesforce solutions. They offer a range of services, including Salesforce implementation, development, integration, management, and consulting, all tailored to fit the unique needs of their clients. Their team of experts works closely with businesses and organizations to unlock the full potential of the Salesforce platform, helping clients streamline processes, enhance productivity, and achieve long-term success. Cumulus Vision prides itself on building strong relationships with clients across various sectors, including startups, fortune 1000 companies, non-profits, and educational institutions, ensuring responsive and innovative solutions that are built to last.

Salesforce Consulting Services • Salesforce Implementations • Salesforce Sales Cloud • Salesforce Service Cloud • Business Process Automation

2 - 10 employees

🤝 B2B

🏢 Enterprise

☁️ SaaS

Description

• Maintain and optimize the Salesforce environment, including user management, data integrity, and system configuration. • Manage and optimize the integration and utilization of key sales tools such as Zoominfo, Outreach, Apollo, Chili Piper, and Clari, ensuring seamless operation with Salesforce. • Provide support for Salesforce CPQ (Configure, Price, Quote), including configuration, pricing rules, product bundles, and quote templates. • Collaborate with sales leadership to refine and manage sales forecasting processes, leveraging Clari and Salesforce to ensure accurate and timely predictions. • Design, develop, and maintain reports and dashboards in Salesforce to provide actionable insights into sales performance, pipeline management, and key metrics. • Continuously evaluate and refine sales processes to improve efficiency, scalability, and effectiveness. Propose and implement enhancements in Salesforce and associated tools. • Provide training and ongoing support to sales teams to ensure they are maximizing the potential of the tools and processes at their disposal. • Work closely with marketing, customer success, and finance teams to ensure alignment and support for the sales organization.

Requirements

• 5+ years of experience in Sales Operations, with a strong emphasis on Salesforce administration and optimization. • Advanced knowledge of Salesforce, including custom object creation, workflow automation, and complex reporting. Salesforce CPQ experience is required. • Proven experience with Zoominfo, Outreach, Apollo, Chili Piper, Clari, and other sales operations tools. Experience with additional tools like LeanData, Salesloft, and Gong is a plus. • Strong ability to analyze sales data, create meaningful reports and dashboards, and derive actionable insights to support sales strategy. • Excellent written and verbal communication skills, with the ability to effectively train and support sales teams. • Strong problem-solving skills with a proactive approach to identifying issues and implementing solutions. • Salesforce Administrator and/or Salesforce CPQ Specialist certifications are preferred.