- Apply AI tools (including Claude Cowork) to RevOps workflows to automate and streamline reporting and processes
- Stay informed and help to coordinate on AI integrations within Salesforce and contribute to initiatives being built across teams, including Salesforce MCP (Model Context Protocol) efforts
- Support CRM workflows, data integrity, and user requests—contributing to configuration and process improvements across sales and other internal teams
- Build, maintain, and optimize Salesforce dashboards and reports to track key metrics and KPIs across pipeline health, conversion rates, and revenue performance
- Support the sales team with administrative tasks, including CRM management and data entry
- Support sales meetings with pipeline and sales performance analysis pre-read prep
- Support the distribution of commission plan data and statements
- Provide Level 1 support for all sales needs related to dashboard maintenance, reporting, tooling, and general FAQs
- Assist in process documentation across the RevOps team
SQLArtificial IntelligenceData Analysis+3 more