Sales Operations Associate
New
F
First Help FinancialFinTech
Remote/Anywhere in the United StatesFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 2+ years
- Required Skills
- SalesforceMicrosoft ExcelPowerPoint
Requirements
- Bachelor's Degree required
- Active/Current Salesforce.com Administrator Certification required
- 2+ years of Salesforce administration experience in a business environment
- Understanding of different business units and what they need
- Proven experience designing and administering Salesforce solutions
- Experience with custom objects, custom fields, picklists, page layouts, Flows, approval processes, validation rules, custom tabs, reports, dashboards, and email templates in alignment with Salesforce best practices
- Customer service-focused, energetic personality, and professionalism
- Strong interpersonal and teamwork skills
- Excellent written and verbal communication skills
- Strong computer skills (Microsoft Excel, PowerPoint, and Word)
Responsibilities
- Own day-to-day Salesforce administration for the sales organization
- Manage the Salesforce enhancement backlog, prioritize requests, and maintain a delivery roadmap
- Administer users, profiles, roles, permission sets, and security model
- Build and maintain reports and dashboards used by Sales leadership and field teams
- Gather enhancement ideas monthly through structured feedback from users and management
- Translate business requirements into clear technical requirements
- Partner with the FHF Technology team as an Agile stakeholder on Salesforce-related initiatives
- Troubleshoot user issues and system defects as the Salesforce SME for Sales
- Support and maintain integrations and tools (Salesforce Maps, Pardot / Marketing Cloud Account Engagement, DocuSign, Roll-Up Helper, Sigma and other integrations)
- Coordinate and collate reporting from different data sources (LOS, Sigma, Funding Dashboard, etc)
- Work with Sales VP and Sales Ops Manager to study existing metrics and develop future metrics to optimize sales performance
- Work with Sales VP and Sales Ops Manager to analyze sales process and identify gaps
- Analyze overall sales data for growth and improvement opportunities
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