Location: Remote • Arizona, California, Colorado, Connecticut, Florida, Kansas, Kentucky, Massachusetts, Minnesota, Montana, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin • 🇺🇸 United States
Provide vital operational support for new and ongoing updates to Salesforce by tracking end-to-end operational processes, ensuring data integrity and procedural adherence to catch and escalate errors early
Over time, develops a strong understanding of the downstream data impacts, connecting the accuracy of details to their outcomes
Investigate routine data discrepancies in Salesforce, applying defined troubleshooting steps to resolve known issues and ensure alignment with key RevOps functions
Run pre-built Salesforce reports and conduct routine analysis to identify and resolve common data discrepancies according to documented procedures
Contribute to data cleanup projects in Salesforce by accurately executing assigned tasks to help improve overall data integrity
Provide versatile operational support across all RevOps functions, acting as a flexible resource on small segment deals
Executing repetitive, detailed tasks with a high degree of accuracy
Manual data entry of highly detailed, nuanced information on deal data into the system for downstream use
Identifying opportunities for process automation and efficiency improvements and raise within the RevOps team, maintaining manual support while processes scale
Providing general operational support and assisting with special projects as needed
Assist Analysts in maintaining and developing documentation and procedures for RevOps processes
Assist Analysts with testing small-scale Salesforce updates before they go live
Identify dependencies and anticipate downstream impacts of RevOps process updates
Requirements
At least 1 year of experience using Salesforce for reporting, dataloads, dashboard building, etc.
Familiarity with project management tools like Jira is a plus
Comfortable using google sheets or excel to slice and organize data for review (V-LOOKUPs, Match, SUMIF formulas are examples of excel skills required for this role)
Confident understanding of Salesforce and its core functionality, including the ability to test and validate changes
Proficiency in Excel and Google products
Highly detail oriented
Exceptional attention to detail and a proven track record of delivering high-quality, accurate work
A proactive mindset and a willingness to take on a variety of tasks
Strong analytical and problem-solving skills
Comfortable working with highly manual and detailed processes
Agile and adaptable, with a flexible mindset for a growing team in a complex and constantly changing environment
Comfortable in the weeds
Not afraid to ask questions and communicate with the rest of the team in times of uncertainty
Benefits
Highly competitive wellness benefits including Medical, Pharmacy, Dental, Vision, and Life Insurance and AD&D Insurance
Flexible Spending Benefits
401(k) Retirement Savings Program
Short-term and long-term disability
Discretionary Paid Time Off
12 Paid Holidays
Wellness Benefits
Commuter Benefits
Paid Parental Leave benefits
Employee Assistance Program (EAP)
Well-stocked kitchen in office locations
Professional development and training opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Salesforcedata integritydata analysisdata cleanupmanual data entryExcelGoogle SheetsVLOOKUPSUMIFtroubleshooting
Soft skills
detail orientedattention to detailproactive mindsetanalytical skillsproblem-solving skillsflexibilityadaptabilitycommunicationteam collaborationwillingness to learn