Sales Operations Specialist

KEY RESPONSIBILITIES

• Manage and maintain the Salesforce instance as an Administrator/Super User with comprehensive control over configurations, customizations, and user management
• Manage deal desk meetings agenda and deal qualification criteria to deal desk meetings. Share meeting minutes with action items.
• Liaise with Opportunity owners and contract administration team in closing items flagged post opportunity closing.
• Design and develop custom reports and dashboards for critical sales metrics including sales pipeline analysis, rolling four-quarter (4Q) trends, and revenue forecasting
• Create and maintain renewal tracking reports to monitor contract renewals, customer health, and renewal pipeline status
• Build comprehensive Closed Won sales reports with detailed analysis by product, region, segment, and sales representative
• Develop sales stage reports and opportunity funnel analytics to provide visibility into the sales process and conversion metrics
• Configure custom fields, picklists, and objects to align Salesforce with TECIEM's specific business processes and terminology
• Establish and optimize Salesforce workflows and automation to improve data accuracy and reduce manual data entry
• Manage user access controls, profiles, and permissions to ensure security and appropriate data visibility
• Provide training and support to sales team members on Salesforce functionality and best practices
• Partner with sales leadership to identify new reporting needs and translate business requirements into Salesforce solutions
• Maintain data integrity through regular audits, cleanup initiatives, and quality assurance processes
• Document system configurations, standard operating procedures, and reporting methodologies

REQUIRED QUALIFICATIONS

• Minimum 5 years of hands-on Salesforce administration and configuration experience
• Proven experience working in SaaS, Cloud Software, or traditional software companies with recurring revenue business models
• Advanced proficiency in Salesforce report builder and dashboard design
• Strong understanding of Salesforce objects, fields, workflows, validation rules, and automation
• Experience managing administrator/super user access and user permission models
• Demonstrated expertise in sales operations reporting, pipeline management, and revenue metrics
• Strong SQL knowledge or proficiency with Salesforce query tools (SOQL)
• Excellent analytical and problem-solving skills
• Ability to work independently and manage multiple projects simultaneously
• Clear communication skills with ability to explain technical concepts to non-technical stakeholders
• Salesforce Certified Administrator (SCA) or Salesforce Certified Advanced Administrator certification
• Experience with Salesforce CPQ (Configure, Price, Quote) for subscription/ARR businesses
• Familiarity with Salesforce Opportunity Management and forecast management configurations
• Experience implementing Salesforce for enterprise-level sales organizations
• Knowledge of Salesforce integrations (APIs, middleware, third-party tools)
• Experience with data visualization tools (Tableau, Einstein Analytics, Looker)
• Prior experience training and mentoring Salesforce users
• Background in SaaS business metrics, ARR calculations, and subscription revenue models
• TECHNICAL COMPETENCIES
• Advanced Salesforce Administration
• Report and Dashboard Development
• Salesforce Workflow Automation
• Data Management and Cleansing
• Sales Operations and Revenue Forecasting
• CRM Best Practices and Optimization
• SOFT SKILLS
• Strategic thinking and business acumen
• Cross-functional collaboration and stakeholder management
• Detail-oriented with strong organizational skills
• Adaptability and ability to thrive in a fast-paced environment
• Leadership and mentoring capabilities
• Diverse Minds, Shared Ambition
• At Teciem, we believe that our strength comes from the diversity of our people. Different perspectives, backgrounds, and experiences fuel our innovation and help us build solutions that truly make a difference in the world of financial technology.
• We’re committed to creating a workplace where everyone feels respected, heard, and empowered to grow. Here, you can bring your whole self to work, contribute your unique ideas, and be part of a team driven by shared ambition.
• We welcome talent from all walks of life and encourage applications from individuals of all genders, races, ages, abilities, identities, and beliefs. Together, we’re shaping a culture where diversity isn’t just celebrated — it’s essential to our success.

PREFERRED QUALIFICATIONS

• Salesforce Certified Administrator (SCA) or Salesforce Certified Advanced Administrator certification
• Experience with Salesforce CPQ (Configure, Price, Quote) for subscription/ARR businesses
• Familiarity with Salesforce Opportunity Management and forecast management configurations
• Experience implementing Salesforce for enterprise-level sales organizations
• Knowledge of Salesforce integrations (APIs, middleware, third-party tools)
• Experience with data visualization tools (Tableau, Einstein Analytics, Looker)
• Prior experience training and mentoring Salesforce users
• Background in SaaS business metrics, ARR calculations, and subscription revenue models

TECHNICAL COMPETENCIES

SOFT SKILLS