Sales Operations Associate

First Help Financial•Needham, MA

10h•Remote

About The Position

First Help Financial, voted and certified as a "Great Place to Work" by our workforce for five years in a row, is adding a new partner to our Sales department to accommodate our remarkable growth! We are seeking a highly motivated professional to serve as Sales Operations Analyst as we grow our sales team. You will be administering the details of the sales process, effectively communicating between the sales team and management, and supporting the efficiency, effectiveness, and success of the sales team. You will also provide a supporting role for all sales departments as it pertains to all operational matters. The primary duty is to ensure the sales departments run efficiently by providing proper communication, accurate data and administrative duties as assigned.

Requirements

Bachelor's Degree required
Active/Current Salesforce.com Administrator Certification required
2+ years of Salesforce administration experience in a business environment, with an understanding of different business units and what they need
Proven experience designing and administering Salesforce solutions, including custom objects, custom fields, picklists, page layouts, Flows, approval processes, validation rules, custom tabs, reports, dashboards, and email templates in alignment with Salesforce best practices
Customer service-focused, energetic personality, professionalism, and a desire to assist
Strong interpersonal and teamwork skills
Excellent written and verbal communication skills
Strong computer skills (knowledge of Microsoft Excel, PowerPoint, and Word)

Nice To Haves

Will eventually own and administer key tools and integrations, including: Salesforce Maps, Territory Management, Pardot, Sigma integrations, Rollup Helper, and DocuSign (prior experience not required)

Responsibilities

Own day-to-day Salesforce administration for the sales organization
Manage the Salesforce enhancement backlog, prioritize requests, and maintain a delivery roadmap
Administer users, profiles, roles, permission sets, and security model
Build and maintain reports and dashboards used by Sales leadership and field teams
Gather enhancement ideas monthly through structured feedback from users and management
Translate business requirements into clear technical requirements
Partner with the FHF Technology team as an Agile stakeholder on Salesforce-related initiatives
Troubleshoot user issues and system defects as the Salesforce SME for Sales
Support and maintain integrations and tools, including: Salesforce Maps, Pardot / Marketing Cloud Account Engagement, DocuSign, Roll-Up Helper, Sigma and other integrations
Coordinate and collate reporting from different data sources: (LOS, Sigma, Funding Dashboard, etc)
Work with Sales VP and Sales Ops Manager to study existing metrics and develop future metrics to optimize sales performance
Work with Sales VP and Sales Ops Manager to analyze sales process and identify gaps
Analyze overall sales data for growth and improvement opportunities