Create and maintain reports, dashboards, and KPI tracking systems in Salesforce.
Analyze business processes and workflows to identify inefficiencies and recommend solutions.
Collect, interpret, and visualize data to generate actionable insights.
Collaborate with Sales team to respond to Request for Proposals (RFPs).
Collaborate with cross-functional teams to implement process improvements.
Monitor business performance metrics and identify trends or anomalies.
Lead or participate in special projects related to operational improvements.
Sales Operations Expertise: Oversee and streamline sales processes, ensuring efficiency and alignment with business goals. Provide data-driven insights to improve sales performance and operations.
Salesforce Proficiency: Experience managing and optimizing Salesforce CRM to track and manage leads, opportunities, accounts, and sales performance. Ability to create reports, dashboards, and automation within Salesforce.
Google Analytics Experience: Utilize Google Analytics to monitor sales and marketing performance, providing insights on user behavior, campaign effectiveness, and website traffic. Ability to interpret data to drive decisions.
RFP Management: Respond to Requests for Proposals (RFPs) by preparing compelling, tailored responses, collaborating with cross-functional teams to ensure alignment with client needs and requirements.
Cross-Functional Collaboration: Work closely with Sales, Marketing, and Product teams to align sales strategies and improve operational efficiency.
Data Analysis and Reporting: Create and analyze sales performance reports, leveraging Salesforce and Google Analytics data to drive actionable insights and support strategic decision-making.
Process Improvement: Identify and implement improvements in sales workflows, tools, and technologies to enhance team productivity and achieve sales targets.
Analytical mindset with strong attention to detail.
Salesforce and or GA certification
Ability to work independently and prioritize multiple tasks.
Excellent interpersonal skills to collaborate effectively across departments.
Comfort with ambiguity and problem-solving in complex situations.
Proactive approach to identifying operational challenges and opportunities.
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