Salesforce Associate Director, Day Shift
TASQ Staffing Solutions
Cloud
Tech Specialist – Sales
The WFS Group
full-time
Posted on:
Location: 🇵🇭 Philippines
Visit company websiteSalary
💰 $7 - $14 per hour
Job Level
Mid-LevelSenior
About the role
- Support the sales team’s growth by managing and maintaining the sales tech stack
- Assist Director of Sales Ops with onboarding and setting up new accounts and sales reps
- Ensure new sales reps are set up correctly from a tech perspective before taking live calls
- Implement and set up new tech stack, systems, and processes
- Communicate with brand marketing teams on lead flow initiatives and integrations
- Create and manage tech integrations using Zapier across systems (Pipedrive, ActiveCampaign, Typeform, OnceHub, etc.)
- Build automations and workflows in the CRM under Sales Ops instruction and oversight
- Create new reports and dashboards in CRMs
- Complete the full CRM configuration SOP for new accounts
- Own all OnceHub activity: master booking links, booking pages, resource pools, rep availability, and documentation
- Take ownership of tech-stack items in the "launching a new sales engine" SOP
- Upload and update trainings in the sales resource center
- Act as resident expert on sales systems and processes and manage rep adherence to CRM processes
- Troubleshoot lead flow issues, CRM integration failures, and other tech-related issues
- Ensure Looker Studio data accuracy
Requirements
- Proficiency building automations in Zapier
- Ability to learn CRMs quickly (e.g., Pipedrive, HubSpot)
- Experience building automations and workflows in CRMs
- Experience creating integrations between systems (e.g., ActiveCampaign, Typeform, Google Sheets)
- Experience with scheduling tools (OnceHub, Calendly) and managing booking pages/resource pools
- Familiarity with dialers and tools like JustCall
- Ability to create reports and dashboards (e.g., Looker Studio)
- Strong troubleshooting and problem-solving skills for lead flow and integration issues
- Excellent collaboration skills to work with Sales Ops and Marketing teams
- Detail-oriented and independent thinker
- Teachable, enthusiastic, and willing to learn
- Experience uploading and maintaining training materials and SOP adherence
