Partner with RevOps leadership to identify bottlenecks in the sales funnel and implement automated solutions to increase velocity.
Manage day-to-day operations, including user permissions, data hygiene, and deduplication. Day-to-day tasks may include:
Assist internal users by troubleshooting issues, answering Salesforce questions, and providing basic training or resource guides
User setup or deactivation, permissions troubleshooting
Data maintenance (imports, updates, data hygiene, deduplication)
Basic configuration (fields, page layouts, list views, queues)
Build and modify automations using Flows, validation rules, and formulas under guidance from senior team members
Help test new features, UAT scenarios, and release changes
Support integrations between Salesforce and our broader ecosystem (HubSpot, Gong, Outreach, and internal Filevine systems).
Participate in RevOps initiatives, such as lead routing logic updates, and annual planning support.
Help maintain documentation of business processes, data models, and configuration changes
Support cross-functional teams by creating and updating reports, dashboards, and views to enable data-driven decision making
Partner with Sales, Marketing, Support and Customer Success stakeholders to gather requirements for enhancements or fixes
Collaborate with IT to ensure alignment on systems, data structures and integrations
