Salesforce Operations Analyst
Key Skills for This Role
Full Job Posting
Preferred Skills
- Functional experience with Salesforce portal and partner lifecycle from onboarding through termination (application, portal access, deal reg, certifications, badges)
- Familiarity with Agile methodologies and tools like Jira
- Knowledge of Sales Methodologies
Responsibilities
- Supports helpdesk (contact onboarding and LMS provisioning) and improvement priorities (data projects)
- Plays a key role in system integration activities
- Supports Partner lifecycle (Onboarding, Progression, and Offboarding)
- Provides consulting/advocacy and/or addresses issues related to Partner Operations, Deal Management, and Partner HelpDesk
- Facilitates internal audit requirements
- Monitors Slack, e-mails, and various online/offline support channels to respond to Partner inquiries and support requests
- Provides functional guidance on Legal and Partner Experience initiatives
- Facilitates Leadership on operational questions and tool/system functionality
- Actively reviews new technology and creative approaches to evolve onboarding experiences
- Identifies process gaps and looks for process automation/improvement opportunities
- Supports Partner project rollouts, fixes, enhancements, and improvements
- Partners with Sales Leadership and IT Enablement teams to identify onboarding gaps, gain insights, and advise/prioritize existing and future onboarding program development focus areas
- Participates in future Partner Program initiatives
Qualifications
- 3+ years in Sales Operations, specifically supporting a Sales Business Unit
- Exposure to Salesforce Lightning, Reports/Dashboards, and Data Loader; strong Excel skills (VLOOKUPs, Pivot Tables) for data analysis
- Analytical Mindset: Ability to debug issues and provide functional solutions to problems
- Communication: Excellent verbal and written communication skills, with the ability to explain functional concepts to non-technical sales users
- Adaptability: Proven ability to thrive in a fast-paced, contract-based environment with changing priorities
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