- Own and continuously improve core business operations processes across Sales, Marketing, Customer Success, and Finance.
- Serve as the Salesforce platform owner from a business operations perspective, ensuring alignment between systems, processes, and strategy.
- Design and optimize workflows, automation, and reporting to support revenue growth, forecasting accuracy, and operational efficiency.
- Lead a large-scale customer community, act as the in-house Salesforce Experience Cloud authority, and partner with all teams to deliver reporting and customer understanding that drive better decision-making.
- Assist with defining requirements for Customer Community Portal deployment and own reporting and maintenance of the platform.
- Help streamline business processes surrounding case management, documentation updates, and customer discussion forums.
- Partner with leadership to define KPIs, dashboards, and metrics that drive data-informed decision-making.
- Translate business requirements into scalable Salesforce and operational solutions.
- Drive cross-functional initiatives, ensuring alignment, accountability, and timely execution.
- Support revenue operations, including pipeline management, renewals, forecasting, and reporting.
- Identify gaps, inefficiencies, and risks in current processes and proactively propose solutions.
- Stay current on Salesforce platform enhancements and recommend improvements that unlock business value.
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