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Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Serve as the first point of contact for Salesforce Revenue Cloud requests across Direct, Channel, Educational, and Compliance Sales teams
- Build and maintain scalable reports and dashboards aligned to Mastercam pipeline and forecast tracking standards
- Troubleshoot data integrity issues across opportunities, accounts, and quoting workflows
- Continuously improve workflows and data quality to support accurate reporting and downstream financial alignment
- Develop and maintain Salesforce and Power BI dashboards supporting pipeline visibility, forecast accuracy, and executive KPI reporting
- Deliver actionable insights on bookings, pipeline health, forecast gaps, and performance trends across global sales teams
- Implement and enforce standardized reporting definitions
- Support recurring reporting cadences with reliable, consistent data
- Translate business requirements from Sales Ops, Commercial leadership, and Channel teams into clear technical specifications for Digital Systems
- Partner closely with Digital Systems on Salesforce enhancements, prioritization, and release planning related to Revenue Cloud
- Identify inefficiencies across quoting, order flow, and reporting processes, then implement related automation and system-driven solutions
- Enable sales users in Salesforce, specifically reporting tools and standardized processes
Requirements
What you’ll need- Bachelor's degree in Information Systems, Computer Science, Data Analytics, or a related field preferred
- 3–5+ years of Sales Operations, CRM Administration, Business Systems, Reporting, or related experience
- Advanced Salesforce reporting and dashboard experience
- Power BI dashboard development and data visualization experience
- Experience gathering business requirements and translating them into system enhancements
- Strong understanding of sales processes, forecasting, pipeline management, and CRM best practices
- Ability to communicate effectively with both business users and technical teams
- Above average communication skills, both written and verbal
- Proficiency with Microsoft Office (Word, Excel and PowerPoint)
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Remote work options
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
SalesforcePower BIdata visualizationreportingdata integrityworkflow improvementCRM administrationbusiness requirements gatheringpipeline managementforecasting
Soft Skills
communicationcollaborationproblem-solvinganalytical thinkingattention to detailorganizational skillsinterpersonal skillstechnical specification translationuser enablementprocess standardization