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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Salesforce CPQ and advanced Excel for data analysis and reporting, with a strong focus on supporting the quote-to-cash process and enhancing data integrity. Proven ability to collaborate cross-functionally with Sales, Finance, and Sales Operations to identify trends and implement process improvements.
Highest-signal resume keywords
Salesforce CPQ ExperienceAdvanced Excel SkillsSalesforce Reporting and Dashboard BuildingData Analysis and Trend IdentificationCross-Functional Collaboration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Salesforce CPQSalesforce ReportingDashboard BuildingAdvanced ExcelData AnalysisQuote-to-Cash ProcessData HygienePerformance ReportingTrend AnalysisProcess Improvement
Soft Skills
Written CommunicationVerbal Communication
Tools & Technologies
SalesforceExcel
Industry Keywords
Sales OperationsSales AnalystQuote ManagementPipeline ReportingForecasting
About the role
Key responsibilities & impact- - Create, manage, and troubleshoot quotes through Salesforce CPQ, supporting the end-to-end quote-to-cash process
- - Build and maintain reports and dashboards in Salesforce to support forecasting, pipeline, and performance reporting
- - Partner with Sales and Sales Operations leadership to analyze data and identify trends, gaps, and opportunities
- - Build and maintain advanced Excel models and analysis for ad hoc and recurring business needs
- - Support data hygiene and integrity within Salesforce
- - Serve as a trusted Salesforce power user for the sales team
- - Identify process improvements and support their implementation
Requirements
What you’ll need- - 3-5+ years of experience in a sales operations, sales analyst, or related role (senior-level experience expected)
- - Strong working experience in Salesforce: running reports, building dashboards, and navigating the platform daily (administrative experience not required)
- - Hands-on CPQ experience: creating and managing quotes and understanding quote-to-cash
- - Advanced Excel skills: pivot tables, lookups, and dashboard building
- - Solid written and verbal communication skills
- - Ability to work cross-functionally with Sales, Finance, and Sales Operations
Benefits
Comp & perks- - Comprehensive health, dental, and vision (Cigna)
- - 401(k) with 3% match, 100% immediately vested
- - HSA with quarterly company contributions
- - Company-paid short/long-term disability, life and AD&D insurance
- - Employee Assistance Program (EAP) — confidential counseling, legal, and financial support
- - Pet insurance and discount program
