Salesforce Operations Analyst

Experience: 3+ years in Sales Operations, specifically supporting a Sales Business Unit
Technical Skills: 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

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

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

See also