Sales Operations Engineer

Overview:

The Sales Operations Engineer is a critical role for the organization, responsible for strategically assessing systems, reporting, and process, and continually driving process improvement. This role will work very closely with sales leadership to establish ongoing reporting, provide analysis and advise on strategic direction of the commercial organization. It will own our CRM, Salesforce, including serving as it's administrator for 80+ users, creation of dashboards and reporting, as well as ongoing cleanup and development as-needed. This role will have one direct report and one indirect report. The selected candidate for this role will posses strong analytical, organizational, and problem-solving skillsets as well as be confident in challenging existing processes where needed.

Essential Duties and Responsibilities:

• Execute on the day-to-day configuration, support, maintenance and improvement of our CRM platform (Salesforce.com)
• Serve as a system administrator for the Salesforce.com environment with 40+ users
• Provide both technical and analytical support for strategic system initiatives and projects
• Handle all basic administrative functions including user account maintenance, reports and dashboards, workflows and other routine tasks
• Delineate and Detail out Standard Operating Procedures (SOP) on Opportunities, Pipeline creation, Churn Reporting, and Closed Deals
• Manage CRM data feeds as well as integrations we have with Maxio (Billing) and our Datawarehouse
• Work with commercial, finance, and operations teams to improve data quality, key processes and add automation
• Analyze organizational data to develop new ad-hoc visualizations, scorecards and dashboards to support decision making and identify opportunities for improvement.
• Assist in training of new users, and grow the CRM skill set across the organization
• Develop processes that adhere the Commercial team and Account Management team to accountable standards for reporting their activity.
• Be quick to respond to issues and finding resolutions to problems in a timely manner

Essential Education and Experience:

• Bachelor's degree in information technology, computer science or related field; proven industry experience will be acceptable in lieu of degree
• Sales Cloud, Service Cloud and Developer certifications preferred
• com Admin (ADM201 and ADM211) certified a plus
• Minimum five years of experience as a Salesforce administrator
• Proven ability to design and implement new processes and facilitate user adoption
• Strong understanding of customer relationship management platforms, with the ability to build custom apps and objects, formula fields, workflows, custom views, and other content of intermediate complexity
• A documented history of successfully driving projects to completion
• A demonstrated ability to understand and articulate complex requirements
• Creative and analytical thinker with strong problem-solving skills
• A good educator who is trustworthy and willing to share information and serve as a mentor
• Ability to independently identify, research and resolve issues
• Sound technical skills, analytical ability, good judgment, and strong operational focus
• Demonstrated ability to manage multiple priorities and deadlines
• A well-organized and self-directed individual who can work with minimal amount of supervision

Working Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee regularly works near office equipment (telephone, computer, monitors). The employee works in an home office where there should be normal conditions where there is no physical discomfort due to temperature, dust, noise, etc. Verbal and written communication, telephone usage, filing, sitting, typing, driving, reading and carrying required to perform the essential functions of this job.