Sales Enablement Specialist

Ralliant•Plainville, CT
•Hybrid

About The Position

The Sales Enablement Specialist owns how Salesforce (SFDC) captures and reports commercial activity. This senior individual contributor improves the SFDC processes used by Sales, Customer Success, and Pricing, turns data into trusted reporting, and leads cross-functional projects from requirements through adoption. The role maintains the SFDC improvement roadmap and data model, aligns account, product, and pricing data with ERP, PIM, and Microsoft Fabric, and develops Power BI and Fabric reporting. It supports forecast, quota, and sales incentive planning; promotes consistent funnel management and data hygiene; and analyzes commercial trends to recommend actions. The specialist also mentors less experienced analysts. In the first 12–18 months, success includes a prioritized SFDC roadmap with agreed owners and dates, dashboards built on one trusted dataset, standard work adopted across Sales and Customer Success, and at least two cross-functional projects delivered with a measurable commercial benefit.

Requirements

  • Bachelor’s degree in Business, Analytics, Information Systems, or a related field, or equivalent experience.
  • At least 5 years in sales operations, revenue operations, or commercial analytics in a B2B environment.
  • Working knowledge of pipeline, forecasting, quoting, and pricing.
  • At least 4 years of hands-on Salesforce experience, including reports and dashboards, flows, data model, and requirements for configuration changes.
  • At least 3 years leading cross-functional projects through delivery and adoption.
  • Advanced SQL skills.
  • Experience with Power BI and DAX, or an equivalent BI tool.
  • Clear communication skills and ability to influence without direct authority and work independently.

Nice To Haves

  • Salesforce Administrator or Platform App Builder certification.
  • PMP, Lean, or Agile certification.
  • Manufacturing or distribution experience.
  • Experience integrating Salesforce with ERP or PIM.
  • CPQ or Service Cloud experience.
  • Microsoft Fabric or Power Automate experience.

Responsibilities

  • Own the Salesforce improvement roadmap across pipeline and funnel management, lead routing, quoting, pricing requests, and case management.
  • Prioritize Salesforce changes with business stakeholders, write requirements, configure and test changes, and partner with IT on releases, integrations, and security.
  • Maintain the Salesforce data model and align account, product, and pricing data with ERP, PIM, and Microsoft Fabric.
  • Build and maintain Power BI and Fabric reporting from Salesforce, including pipeline, funnel conversion, win rate, quota attainment, and quote and case turnaround.
  • Use advanced SQL to validate data and answer ad hoc business questions.
  • Support forecast, quota, and sales incentive plan cycles with clean data, reconciliations, and analysis.
  • Develop standard work for funnel management and data hygiene, and drive adoption through training, office hours, and usage tracking.
  • Lead cross-functional projects with Sales, Customer Success, Marketing, Finance, and IT, managing scope, timeline, risks, status reporting, and benefits tracking from kickoff through adoption.
  • Analyze pipeline, pricing, discounting, and customer trends and recommend actions to commercial leaders.
  • Mentor less experienced analysts on Salesforce, reporting, and project discipline.
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