Sales Operations Systems Specialist

Own CRM & Tech Stack Administration:

• Serve as the primary administrator for Salesforce.
• Manage requests for user setup, roles, profiles, and permissions, ensuring data security and system integrity.
• Troubleshoot system errors and field support tickets to resolve technical blockers immediately.

Drive Workforce & Queue Management:

• Administer, monitor, and optimize lead routing logic to ensure leads are distributed fairly and instantly to the right representatives.
• Partner with Sales Leadership to align staffing levels with lead volume forecasts.
• Monitor live queues and rep activity to identify bottlenecks and make real-time adjustments to maximize coverage.

Lead Technology Implementation & Process Optimization:

• Assist in the evaluation, implementation, and integration of new sales technologies that increase rep productivity.
• Identify friction points in the sales cycle and configure system automations to streamline the rep experience.
• Create internal documentation for sales processes, and partner with Sales Enablement to facilitate training on effectively using the tech stack.