Primary Function
We are seeking a motivated and detail-oriented professional to support the Sales Operations and Account Management teams. This role will focus on ensuring accuracy within Salesforce, providing performance reporting, and collaborating across support business goals.
Essential Duties
- Create, generate agreements, update, and close out opportunities in Salesforce.
- Create and maintain accounts, upload files, and make updates to necessary records.
- Review opportunities and other records in Salesforce.com to ensure accuracy and completeness.
- Partner with Account Managers to maintain accurate records and support forecasting.
- Collaborate with Sales and internal teams to provide administrative and operational support.
- Prepare and support the development of performance reports for business reviews and leadership reporting.
- Maintain clean, organized records in Salesforce, ensuring consistency and compliance with business standards.
- Overall support Sales by using Salesforce to manage records and track activity.
Qualifications & Requirements
- Bachelor’s degree required, or equivalent experience.
- Minimum of 1 year of experience in business operations.
- Basic knowledge and skills in:
- Data analysis
- Communication and cross-functional consensus building
- Business acumen
- Attention to detail
- Organization and prioritization
- Experience with Salesforce.com and Microsoft tools (Excel, PowerPoint, Outlook, etc.).
Travel Requirements
