- Provide prompt and complete resolution to technical challenges and business support issues related to the CRM instance.
- Manage user profiles, permissions, licenses, and page layouts.
- Maintain existing and new fields, custom objects, workflows, validation rules, managed packages, and integrations.
- Identify opportunities for efficiency, inventing creative yet simple solutions to improve internal and external customer experience.
- Document system processes, train users and contribute to CRM onboarding.
- Partner with global stakeholders to identify and build improvements.
- Work closely with Head of Revenue Operations and VP of Growth Marketing to create “single source of truth” reports/dashboards for sales and marketing organizations.
- Support and maintain integrations across our GTM tech stack, including LeanData, ZoomInfo, Gong, and Snowflake.
- Put Claude and other AI tools to work every day, accelerating documentation, reporting, and process design.
SalesforceSnowflakeCRM