Salesforce & Operations Specialist

We are seeking an experienced professional proficient in the Salesforce platform with a focus on creating and managing efficient automated workflows, ensuring seamless lead flow, setting customized KPIs, automated reports, and dashboards to drive effective lead lifecycle stages.

This position plays a pivotal role in steering our sales and marketing endeavors to boost deal-win rates and optimize our customer relationship management.

This role requires a keen understanding of automation, the sales leads flow process and CRM systems. Facilitating the process to enable Salesforce to become a single source of truth for reports.

• Develop and optimize workflows within Salesforce to streamline marketing, sales, and customer processes.
• Manage and enhance the integration & automation between Salesforce to SalesLoft, Zoominfo, Hubspot, ensuring data integrity and seamless operational functionality.
• Analyze and interpret data from both platforms to improve the sales process.
• Collaborate with teams across the organization to ensure consistent and effective use of CRM and marketing automation tools.
• Generating weekly/daily management reporting tools & dashboards providing business insights & offering action items to improve efficiency, and reduce deals turnaround time by setting forecasting & monitoring procedures.
• Ensure data accuracy of closed deals.

Requirements:

• At least 3 years of proven expertise as Salesforce ADMIN, with Hands-On experience setting & driving sales leads, automated workflows complemented and implemented with systems integration.
• Deep understanding of B2B processes and dynamics.
• Setting automations between Salesforce (MUST) to SalesLoft, Zoominfo, Hubspot (advantage)
• High-level English both written and spoken.
• Demonstrated experience in managing lead flow and understanding lifecycle stages in Salesforce.
• Strong analytical skills with the ability to make data-driven decisions.
• Bachelor’s degree in marketing, business, or a related field, or equivalent experience.
• Exceptional attention to detail
• Highly motivated with a 'can do' approach.
• Excellent project management and communication skills.