Forward Financing

Sales Operations Systems Specialist

Forward Financing

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $110,000 - $140,000 per year

About the role

  • Serve as the primary administrator for Salesforce and the broader sales tech stack.
  • Manage requests for user setup, roles, profiles, and permissions, ensuring data security and system integrity.
  • Troubleshoot system errors and field support tickets from the sales floor to resolve technical blockers immediately.
  • Administer, monitor, and optimize lead routing logic (Round Robin, territory assignment).
  • Partner with Sales Leadership to align staffing levels with lead volume forecasts.
  • Monitor live queues and rep activity to identify bottlenecks and make real-time adjustments to maximize coverage.
  • Assist in the evaluation, implementation, and integration of new sales technologies that increase rep productivity.
  • Partner with Sales Leadership and Product to draft detailed requirements for the Product Team to implement, and collaborate cross-functionally to drive execution.
  • Identify friction points in the sales cycle and configure system automations (flows, validation rules, alerts).
  • Create internal documentation for sales processes, and partner with Sales Enablement to facilitate training on effectively using the tech stack.
  • Regularly audit CRM data to ensure accuracy, merge duplicates, and maintain a clean database for reporting.
  • Build and maintain operational dashboards that track system adoption, lead routing efficiency, and rep activity metrics.
  • Assist in tracking data points required for monthly incentive and commission calculations.

Requirements

  • 3+ years of experience in Sales Operations, Revenue Operations, or System Administration.
  • Advanced proficiency with Salesforce is required (Salesforce Administrator Certification strongly preferred).
  • Experience managing Dialers (e.g., Dialpad, Five9, Talkdesk), Contact Center systems (Genesys, etc.), or similar communication platforms.
  • Experience with queue management, lead routing logic, and capacity planning.
  • Proficiency with Microsoft Excel (VLOOKUPs, Pivot Tables) to audit data and manage rosters.
  • A "fixer" mentality—you enjoy troubleshooting technical issues and finding workarounds to keep business moving.
  • Ability to explain complex technical processes to non-technical sales users clearly and effectively.
Benefits
  • medical
  • dental
  • vision
  • commuter benefits
  • a flexible time-off policy
  • paid parental leave
  • 401k match for US employees
  • wellness reimbursement
  • volunteering days
  • annual professional development budget
  • charitable donation match
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Salesforcelead routing logicqueue managementdata auditingsystem automationVLOOKUPPivot Tablestroubleshootingsystem integrationcapacity planning
Soft Skills
problem-solvingcommunicationcollaborationtraining facilitationanalytical thinkingattention to detailadaptabilityorganizational skillscross-functional collaborationuser support
Certifications
Salesforce Administrator Certification