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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
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
CRM data managementdata analysisreportingdata auditingorder managementforecastingprocess documentationdata quality assurancepipeline managementdeal velocity analysis
Soft Skills
analytical skillsattention to detailcommunication skillscustomer service skillscollaborationteamworkproblem-solvingtrainingsupportprocess improvement