Lead initiatives to improve Salesforce usability, data quality, and workflow efficiency across the lead-to-cash lifecycle
Translate business needs into scalable system solutions, partnering with IT to design, build, and iterate
Identify and resolve root causes of system friction, reporting inconsistencies, and process inefficiencies
Provide ongoing support for Salesforce and Clari to ensure data accuracy, reporting reliability, and continuity of day-to-day sales operations
Drive visibility into the sales technology ecosystem, including tool purpose, usage, cost, and renewal timelines
Partner with Finance, IT, Security, and Procurement to support tool evaluations, renewals, and investment decisions
Monitor adoption and value realization to identify optimization or consolidation opportunities
Support a structured intake and evaluation process for new tools and enhancements
Deliver a portfolio of sales productivity and process improvement initiatives annually
Identify and implement automation opportunities across systems and workflows
Partner with stakeholders to pilot and scale AI-enabled capabilities that improve seller efficiency
Support and help drive high-impact, cross-functional initiatives related to sales technology and process transformation
Contribute to tool and platform evaluations by coordinating inputs, building analysis, and supporting recommendation development
Help structure timelines, track progress, and ensure alignment across stakeholders
Drive day-to-day coordination and execution of select high-priority initiatives (e.g., sales enablement platform evaluations or tooling transitions), including managing timelines, stakeholder alignment, and deliverables in partnership with leadership

Requirements

6+ years of experience in Sales Operations, Revenue Operations, or Business Systems roles, preferably within mid-size to large B2B organizations with complex or evolving systems and processes
Strong hands-on experience with Salesforce Sales Cloud (configuration, reporting, workflows) and CPQ
Proven ability to translate business needs into system solutions and partner with technical teams to deliver
Experience supporting cross-functional initiatives with measurable outcomes
Experience working with imperfect or evolving Salesforce environments, including data quality challenges and process standardization efforts
High proficiency in Salesforce reporting, Excel, and process/workflow design
Strong collaboration and communication skills across Sales, IT, Finance, Marketing, and Enablement.

Benefits

Competitive compensation
Comprehensive benefits
Career success on your terms
Flexible work environment
Annual wellness and community outreach days
Always on recognition for your contributions
Global collaboration and networking opportunities

Applicant Tracking System Keywords

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

Hard Skills & Tools

Salesforce Sales CloudCPQdata qualityreportingworkflowsprocess designautomationsystem solutionsExcelsales productivity

Soft Skills

collaborationcommunicationstakeholder alignmentproblem-solvinginitiative leadershipcross-functional teamworkprocess improvementadaptabilityanalytical thinkingproject management