Salesforce Sales Operations Consultant

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Requirements:

• 5+ years of experience in Sales Operations with emphasis on Salesforce administration.
• Advanced knowledge of Salesforce, including custom object creation and complex reporting.
• Experience with sales operations tools: Zoominfo, Outreach, Apollo, Chili Piper, Clari, with additional tools like LeanData, Salesloft, and Gong as a plus.
• Strong analytical skills to analyze sales data and create reports.
• Excellent written and verbal communication skills.
• Proactive problem-solving skills for identifying and solving issues.
• Preferred certifications: Salesforce Administrator and/or Salesforce CPQ Specialist.

Responsibilities:

• Maintain and optimize the Salesforce environment including user management, data integrity, and system configuration.
• Manage integration of sales tools such as Zoominfo, Outreach, Apollo, Chili Piper, and Clari with Salesforce.
• Support Salesforce CPQ including configuration, pricing rules, product bundles, and quote templates.
• Collaborate with sales leadership for refining forecasting processes using Clari and Salesforce.
• Design and maintain reports and dashboards to provide insights on sales performance and metrics.
• Optimize sales processes for efficiency and propose enhancements in Salesforce.
• Provide training and support to sales teams on tools and processes.
• Collaborate with marketing, customer success, and finance teams for alignment.