Salesforce CRM Business Operations Specialist

hace 1 mes

Madrid, Madrid, España Cube A tiempo completo

About the Role

We are seeking an experienced Salesforce CRM Administrator to manage and develop our Salesforce CRM platform to enhance business development and marketing operations, manage existing client relationships, and support new clients wins in line with our business strategy.

This role is integral to developing our CRM journey, supporting us from the early stages where we are presently, to being a fully integrated platform within our business.

You will be focused on managing and improving data quality and analysis to provide accurate reporting, achieve effective targeting, cross-selling, and direct marketing activity. You will be proactive in providing real-time reporting so we can make informed decisions and drive improvements to marketing, business development, and client management activities and processes.

Training and supporting the business to use the CRM system will be a key part of this role to ensure it is integrated into our day-to-day operations and is the source of truth for prospect and client data.

You will also lead on CRM projects to support the implementation and ongoing development of our CRM strategy, including data and process improvement projects, system integration projects, or the implementation of third-party systems to enhance our CRM capabilities.

Responsibilities
  • Subject matter expert for best practice implementation and ongoing development and management of our Salesforce CRM and CPQ
  • Manage pipeline data to ensure it is accurate and relevant through regular reporting checks and analysis
  • Oversee cleansing of contact data and undertake data upload activities, ensuring data is correctly structured and accurate within the system
  • Maintain price books
  • Produce regular reporting for the Business Development, Customer Success teams, Finance, and Senior Management, delivering self-service reporting where appropriate
  • Be the go-to CRM and CPQ person within the business, training colleagues to use our CRM system effectively, ensuring they are correctly entering data into the CRM, and there are appropriate system controls and processes
  • Manage user guides and processes to support the effective use of our CRM and CPQ system
  • Manage system license allocations, access, and permissions, monitoring user usage and license costs against budget
  • Ensure the database is segmented effectively for targeted business development, marketing, and reporting activities
  • Manage and develop our data quality framework to improve our data accuracy
  • Lead or be an active member on CRM integration, migration, and automation projects to enhance our CRM capability
  • Work with internal stakeholders, system owners, and third-party consultants to ensure the optimal flow of information and content between systems, including ensuring all Information Security and other technology requirements are accommodated
  • Work with key stakeholders in the business to harmonize processes, systems, ways of working, and CRM inputs to facilitate maximum value from CRM and associated reporting, including the Business Development, Marketing, Customer Success, Customer Service, and Finance teams
About Us

We are CUBE

We are a globally recognized leader in RegTech, pioneering the development of machine-automated compliance solutions. Our state-of-the-art technology helps financial services firms solve complex compliance challenges.

We are a dynamic, fast-paced workforce that is always seeking ways to accelerate our people, processes, services, and products. We hire ambitious people who want to make a difference, share their ideas, 'make it happen,' and find better, smarter ways of working.

We are a remote-first business, allowing you to design your home office and choose your own work equipment. We host regular in-person meet-ups as a chance to get together, share ideas, and collaborate with other teams.

What We're Looking For

  • An experienced Salesforce CRM Administrator with a background in a global SaaS business
  • Implementation of Salesforce CPQ and best practice processes with a good understanding of how effective use of a CRM and CPQ system can support business growth
  • Experience or awareness of other third-party platforms that will support with lead generation, relationship intelligence, CRM data automation, and customer insights, such as HubSpot, Freshdesk, Gainsight, Gong, etc.
  • A track record in overseeing Salesforce CRM/CPQ-related integrations, migrations, and automations
  • Attention to detail, with an ability to work with large amounts of records, identifying issues, and resolutions to manage data integrity
  • Well-organized and effective time management skills to prioritize and manage multiple tasks at once to meet tight deadlines
  • Project management experience would be advantageous
  • Excellent interpersonal and communication skills (written and verbal) with the ability to work closely and effectively with a diverse group of people and to establish and maintain effective and productive working relationships
  • Competencies in team dynamics by leading and motivating to obtain desired results
  • A high-level understanding of data regulation, such as GDPR
Why Join Us?

Globally Recognized Leader

We are one of a kind, a well-established market leader within RegTech. Our category-defining product is used by leading financial institutions around the world.

Innovative Breakthrough Technology

We pioneered the use of AI in the field of regulatory change and our state-of-the-art, cutting-edge technology is helping financial services firms from all over the world solve complex compliance challenges.

Work-Life Balance

We are a remote-first business, allowing you to design your home office and choose your own work equipment. We host regular in-person meet-ups as a chance to get together, share ideas, and collaborate with other teams.

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