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ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
CRM data managementdata analysisreportingdata auditingorder managementforecastingprocess documentationdata quality assurancepipeline managementdeal velocity analysis
Soft Skills
analytical skillsattention to detailcommunication skillscustomer service skillscollaborationteamworkproblem-solvingtrainingsupportprocess improvement
Tools & Technologies
SalesforceCRM systemsdata dashboardsrevenue systemsreporting toolsdata management toolsanalytics softwareorder management systemscollaboration toolsdocumentation tools
Industry Keywords
quote-to-cash processrecurring revenuepipelinewin ratescross-functional teamsbusinessFinanceoperational decision-makingdata accuracypartner orders
About the role
Key responsibilities & impact- Manage and oversee opportunities and orders within Salesforce to ensure a consistent approach and high data quality
- Conduct regular audits of CRM data to ensure accuracy and completeness, flagging and resolving inconsistencies
- Build and maintain recurring revenue reports and dashboards covering pipeline, win rates and deal velocity
- Deliver ad hoc analysis to support commercial and operational decision-making
- Support forecasting cycles by ensuring pipeline data is accurate and current
- Assist in the quote-to-cash process, including order management
- Collaborate with Sales, Finance, and Operations teams to align processes and data management
- Develop and maintain documentation for opportunity management processes and best practices
- Serve as a point of contact for partner orders, account creation, and key revenue systems
- Provide support to resolve partner and internal queries, ensuring a seamless experience
- Support onboarding and training of sales team members on Salesforce and key revenue systems
Requirements
What you’ll need- Bachelor’s degree in business, Finance, or a related field.
- Proven experience in CRM data management, preferably within Salesforce.
- Strong analytical skills and attention to detail.
- Excellent communication and customer service skills.
- Ability to work collaboratively with cross-functional teams.
- Experience in process documentation and improvement.
Benefits
Comp & perks- Hybrid role - 1 day a week in the Philadelphia office
- 5% matched 401k
- Wellbeing: Sanctus Coaching, Headspace mindfulness app, Virtual fitness sessions, Wellbeing webinars, Annual Wellbeing day
- 25 days paid vacation (plus 1 extra day for every year of employment up to a maximum of 30 days)
- Healthcare premiums 100% paid by employer for majority of plans including family, dental and vision
- Competitive commission structure
- Eligible for Transaction Bonus