Salesforce Operations Analyst
hace 3 días
Role Description
We are seeking a talented Salesforce Administrator to join our Revenue Operations team at Quantexa. As a key member of our team, you will be responsible for managing, maintaining, and improving our revenue team's tools and systems.
Main Responsibilities
- Manage, maintain and improve our revenue team's tools and systems.
- Own, maintain, and improve our CRM platform Salesforce.
- Support our Salesforce Experts in their day-to-day administration and their projects to improve Salesforce.
- Ensure optimal performance of Salesforce, HubSpot and additional Rev Ops tools.
- Upgrade and configure Salesforce systems for optimized integration with other tools like HubSpot, Planhat, NetSuite, etc.
- Manage the solutions catalogue for our lines of business.
- Manage Salesforce roles, profiles, sharing rules, workflows, and groups.
- Import sales department leads, contacts, and other data.
- Perform database maintenance tasks, including diagnostic tests and duplicate entry cleansing.
- Evaluate and install new Salesforce releases, as well as provide training and support.
- Document processes, including error reports and changes to field history tables.
Requirements
- Salesforce certified administrator or Salesforce advanced administrator certification.
- 5+ years' experience in Salesforce configuration, implementations, and integrations.
- Define the product strategy and roadmap for Salesforce.Com.
- Be an expert with respect to system functionality and best practices for implementation.
- Assist business stakeholders to develop a plan for evolving Salesforce to support future revenue growth and client satisfaction.
- Assist business units with adoption strategies, including reports and dashboards to measure success.
- Facilitate the management, planning and governance of system demand.
- Identify ways to adapt the system to better support business processes.
- Clarify business cases for proposed solutions and workflows.
- Drive continual optimization of CRM strategies, systems and related processes.
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