- Serve as a primary administrator for Salesforce & related integrations (i.e. DocuSign, Leandata, Gong etc.)
- Support DocuSign configuration, templates, workflows for seamless execution
- Work closely with the sales team to improve sales processes and efficiencies
- Help build and maintain scalable system architecture to support sales, customer success, marketing and finance
- Ensure data integrity, field governance, validation rules, automation and documentation is built out to enable users to use the system accurately
- Help support lead-to-opportunity and opportunity-to-close workflows
- Help identify inefficient across the quote-to-cash lifecycle and implement scalable automation
- Help manage generation workflows via DocuSign and support Sales Operations
- Support our growth in North America of activating new clients and their subscription plans
- Adding subscription enhancements to existing clients, and De-activating clients who are cancelling
- Update customer subscription packages for new product feature releases
- Ensuring licensing, and pricebook inside salesforce is accurately reflected in clients’ agreements
SalesforceCRM