Job Description

You will be engaged as a consultant to work on our clients project. You wil be responsible for advising clients on their project solutions within your specialised area as well as completing the tasks, including but not limited, to those outlined below.

Role Overview

The Salesforce Specialist will report to the clients Global Head of Sales Operations and will serve as the clients Salesforce subject matter expert (SME). They will run the implementation of the system, drive and champion system usage, so that the data provides accurate insights into sales performance and trends, providing leadership with meaningful data that supports the ongoing growth of the business. An ideal candidate in this role will be highly dynamic, meticulous, bear exceptional communication skills and will know how to balance getting the right details while working in a fast environment. The individual will be a vital consultant to the growing Sales Operations team which is critical to the overall productivity and growth of our clients business.

Key Responsibilities

• Design, operate, and integrate Salesforce systems to enable efficiencies in key areas of the business
• Provide consulting and coaching around best practices in Salesforce administration and implementation to enhance user experience
• Work on Salesforce automation to streamline processes
• Manage multiple stakeholders' engagements and work with associated team members to understand projects, facilitate business process analysis sessions, and develop technology solutions for these teams
• Identify project issues/risks and present alternatives to alleviate or resolve them
• Being our clients global ‘go-to’ expert for CRM queries and ideas for development, proactively identifying areas for improvement and suggesting & implementing changes
• Works with key stakeholders such as Sales, Finance, Marketing to advise on best use, assess and advise on workflows and manage and facilitate trend analysis
• Defines the process and manages the accuracy & integrity within Salesforce by working closely with sales & leadership team
• Aligns/ Implements seamless workflows between CRM and other client systems
• Creates and reengineers reports and dashboards for management information (MI)
• Supports the Sales Forecasting process, ensuring a high degree of data quality and accuracy
• Identifies training needs, develops, and delivers training programs to the Salesforce users
• Supports Global Sales Operations Manager to optimize processes and drive Salesforce utilization
• Provides insights into various aspects of the sales cycle including pipeline management, sales velocity metrics and opportunity management
• Creates documentations for existing processes and upcoming process changes
• Manages ad-hoc reporting and analysis requests

• Bachelor’s Degree in a business, IT or related discipline
• Salesforce certified
• Has previously managed and/ or played a key role in the implementation of Salesforce within at least one organization
• Demonstrated experience working in a consulting environment
• Hands on post implementation management of Salesforce including administration, maintenance, and optimization experience
• Advanced experience with Salesforce configurations
• A background in Salesforce CRM process design
• Strong understanding of CRM best practices and functionality
• High level of Microsoft Office Suite competency including at least intermediate Excel proficiency (Creating visual representations of data, creating & managing pivot tables, ability to organize data using SUMIF, COUNTIF, and VLookup.)
• Must be highly organized, independent, and able to prioritize tasks
• Ability to work under pressure in a rapidly evolving fast-paced environment
• Detail-oriented and a believer in value of process
• Exceptional collaborator and influencer - driving change through ideas, relationships, and action
• Previous experience gained within Financial Services, or a Tech Company is desirable