Serve as the primary technical product owner for Salesforce CRM, including system administration, customization, workflow optimization, and user adoption.
Ensure data integrity across Salesforce and integrated systems, establishing best practices for consistent, accurate, and reliable data management.
Develop and standardize sales reporting, analytics, and forecasting to provide actionable insights to sales leadership and commercial teams.
Design and implement dashboards and reports that track key commercial KPIs.
Partner with IT to manage integrations between CRM (Salesforce) and ERP systems to ensure seamless data flow and cross-platform reporting.
Troubleshoot ERP/CRM data issues and coordinate resolutions to minimize impact on sales operations.
Support pipeline management and deal flow optimization by implementing CRM best practices and automation.
Identify opportunities to leverage technology, automation, and process improvements to streamline commercial workflows.
Collaborate with Marketing, Finance, Technical Support, Product Management, and IT to align reporting and strategic initiatives.
Provide user training, resources, and support to ensure successful Salesforce adoption across the commercial organization.
Contribute to strategic planning and budgeting by delivering accurate sales forecasts, market trend analysis, and customer insights.
Requirements
Bachelor’s degree in Business Administration, Finance, Marketing, or a related field required
MBA or advanced degree preferred
8-10 years experience in sales operations or commercial analytics
Salesforce Administrator Certification preferred
Strong experience with CRM systems, preferably Salesforce, including customization, analytics, and user training
Advanced proficiency in Excel and experience with analytics and visualization tools such as Tableau, Power BI, or equivalent
Demonstrated track record of process improvement and driving operational efficiencies
Ability to multitask, perform consistently under pressure, and meet deadlines
Strong interpersonal and communication skills with the ability to effectively interface across multiple departments
Self-motivated, proactive, and capable of independent decision-making
Benefits
Flexible Time Off and holidays
Employer covers 75% of the base medical plan with buy-up options
EAP (employee assistance program)
Employer-paid dental
Employer-paid vision
Employer-paid $25,000 life/AD&D policy
Paid parental leave
401(k) retirement plan with a 4% match
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
interpersonal skillscommunication skillsmultitaskingdecision-makingproactiveself-motivatedability to perform under pressurecollaborationuser trainingstrategic planning