Salesforce Sales Operations Consultant

September 17

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

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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.