Optimize and effectively manage the use of Salesforce as the CRM platform for field teams, Sales, Marketing, and Customer Success
Own business process reengineering initiatives designed to efficiently capture daily and weekly inputs from the field teams
Optimize our existing dashboards and reports to best support the needs of the sales teams and key cross functional teams including senior leadership
Support analytical modeling for enhanced decision making and business performance analysis across all management levels
Build models to analyze, report, and present sales and operational data that is associated with customer pipeline, bookings forecasting, and sales productivity
Analyze and report regional and segment performance and identify levers for driving revenue growth
Perform advanced analysis activities, including defining, measuring and communicating core operational metrics and providing insights to the business
Create operational templates and processes to compile and standardize disparate information that drive standardized reporting and metrics tracking
Establish yourself as a cross functional resource to identify, design and implement business processes that increase sales productivity and remove bottlenecks

Requirements

3+ years professional experience at a Tech or SaaS company
2+ years experience in Sales Operations or Finance
Experience working closely with senior leaders in a SaaS B2B business
High degree of proficiency with Salesforce
Advanced knowledge of Google Sheets and SQL
Motivated self-starter, proactive and action-oriented
Ability to develop new ideas and creative solutions
Advanced problem-solving skills for complex issues
Ability to simplify complex results in a clear, concise and data driven manner that encourages action
Excellent written and verbal communication skills

Benefits

Competitive pay with equity options
Stellar health care plan options (Medical, Dental & Vision), with FSA, DCFSA, & HSA options
Company-sponsored disability & life insurance
Unlimited PTO
401(k) + 4% Matching
Fully remote work + flexible working hours
$750 work-from-home setup budget
Paid quarterly in-person co-working weeks
Quarterly $150 co-hanging stipend to meet up with coworkers
Monthly $100 health and wellness benefit
Generous paid family leave
Annual $1,200 learning & development stipend

Applicant Tracking System Keywords

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

Hard Skills & Tools

SalesforceGoogle SheetsSQLbusiness process reengineeringanalytical modelingdata analysisreportingmetrics trackingsales forecastingoperational metrics

Soft Skills

motivated self-starterproactiveaction-orientedcreative problem-solvingcommunication skillsability to simplify complex resultscollaborationcross-functional resourceanalytical thinkingdecision making