Helping product companies collaborate smarter and move faster to better satisfy their customers and shareholders.
Product Lifecycle Management • Custom Product Development • New Product Development • New Product Introduction • Quality Management
August 7
🔄 Hybrid – Bay Area
Helping product companies collaborate smarter and move faster to better satisfy their customers and shareholders.
Product Lifecycle Management • Custom Product Development • New Product Development • New Product Introduction • Quality Management
• Provide sales operations support to revenue generating departments • Create, maintain and present reporting and metrics for revenue generating departments via both CRM (SFDC) and sheets. • Maintain data hygiene and organization within CRM (SFDC) including, but not limited to: logging executed order forms, logging SOW’s, standardize and maintain SFDC reporting and dashboards, general data clean-up, etc. • Format data from CRM and other systems for presentations for regularly occurring meetings for effective decision making • Use creative thinking to make recommendations based on data analysis • Execute order processing through CRM (SFDC) • Collaborate with Finance to provide time tracking data required for professional services billing • Use excellent writing skills to draft SOWs based upon input and requests from executives • Track various metrics in CRM and other systems and perform varying levels of analysis including, but not limited to: pipeline analysis, win/loss analysis, capacity analysis, performance analysis, and departmental metric tracking
• 5+ years of sales operations experience • 3+ years in a Salesforce environment with top-notch Salesforce skills and savvy • Strong presentation creation and writing skills (tools: Google Docs,Slides, and Sheets) • Detail oriented and organized • Strong communication and interpersonal skills (verbal and written) • Strong relationship building and collaboration skills - we want an influencer! • General and organic curiosity • Problem solver and achiever • Preferred skills: CPQ, Deal Desk experience and Salesforce.com Admin Certified
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