Responsibilities
- Act as the main internal advisor for Salesforce, offering strategic direction on platform features, process improvements, and recommended practices.
- Proactively find ways to increase Salesforce adoption, improve user experience, and align with sales workflows and business goals.
- Create detailed project plans with defined tasks, milestones, schedules, and assigned responsibilities.
- Lead the design and management of the CRM experience for sales teams, ensuring alignment with sales processes and user requirements.
- Convert business objectives into technical CRM requirements and collaborate with internal groups to implement system enhancements.
- Serve as the go-to expert on Salesforce for sales teams, maintaining strong knowledge of platform functions and industry standards.
- Assist with importing and managing prospect lists and large volumes of contact data following established procedures.
- Define and promote CRM governance policies, data quality standards, and best practices to ensure consistency and accuracy.
- Track and evaluate CRM usage and adoption metrics to identify trends and suggest improvements.
- Provide leadership with actionable insights on CRM performance and enablement outcomes.
- Lead change initiatives for Salesforce updates, ensuring smooth transitions and high user adoption.
- Design and deliver training programs focused on dashboards, reporting tools, and workflow functionality.
- Support new hires with CRM onboarding, including system navigation, expectations, and proper usage.
- Identify gaps in CRM adoption using data analysis, user feedback, and observation, then deploy targeted solutions.
- Create and update user documentation and guides to support effective system utilization.
- Embed CRM training into onboarding and continuous learning programs.
- Promote proper data entry, pipeline tracking, and system usage practices across teams.
- Support organizational change efforts related to CRM updates and process changes.
- Manage reporting dashboards for sales and leadership teams, ensuring accessibility and ease of use.
- Ensure reports provide consistent visibility into sales pipelines, forecasting, and performance metrics.
- Enable sales planning by providing access to relevant CRM data and analytics tools.
- Work with stakeholders to align reporting outputs with key performance indicators.
- Collaborate with internal departments to ensure CRM tools meet user needs and function correctly.
- Monitor the effectiveness of reporting features and escalate technical or usability issues when necessary.
Benefits
- Hybrid work model allowing up to 50% remote work
- Flexible scheduling, with increased flexibility available during summer months
- Up to 9% 401k contribution (3% fixed employer contribution plus up to 6% matching)
- Comprehensive benefits including medical, dental, vision, HSA/FSA options, life and AD&D insurance, short- and long-term disability, wellness programs, and EAP
- Paid time off including vacation, sick leave, holidays, floating holidays, parental leave, and volunteer time
- Access to learning and professional development programs
- Opportunities to participate in mentorship initiatives
- Involvement in cross-functional teams such as the Inclusion Council or emerging professional groups
- Reimbursement for professional memberships and certification fees
Compensation
Eligible for variable compensation and benefits; base pay varies based on experience, skills, and business needs
Work Arrangement
Hybrid
Team
Collaborates across departments to support CRM effectiveness, working closely with sales, IT, and operations teams to ensure alignment between technology and business goals.
A typical day
- CRM Strategy and Sales Process Optimization - Serve as the primary internal Salesforce consultant, providing strategic guidance on CRM capabilities, process improvements, and best practices.
- Proactively identify opportunities to enhance Salesforce adoption, usability, and alignment with sales processes and business objectives.
- Develop project plans outlining tasks, milestones, timelines, and responsibilities.
- Own the sales-facing CRM experience, ensuring Salesforce supports defined sales workflows, processes, and user needs.
- Translate business needs into CRM requirements and collaborate with internal teams to implement enhancements.
- Act as the Salesforce subject matter expert for sales, maintaining in-depth knowledge of platform features and best practices.
- Support the import and management of prospect lists and bulk contact data in line with established procedures.
- Establish and enforce CRM governance, data standards, and best practices to ensure consistency and data integrity.
- Monitor and analyze CRM adoption and usage metrics, identifying trends and recommending actions for improvement.
- Generate insights on CRM usage and enablement effectiveness for executive leadership.
- Lead change management for Salesforce enhancements, ensuring successful adoption with minimal disruption.
- Adoption, Training and Change Management - Design and deliver Salesforce training on dashboards, reporting, and workflows.
- Support CRM onboarding for new hires, including system navigation, expectations, and best practices.
- Identify adoption gaps through data analysis, user feedback, and observation, then implement targeted interventions.
- Develop and maintain user guides and documentation to support effective system use.
- Integrate CRM into onboarding and ongoing enablement initiatives.
- Reinforce best practices for data entry, pipeline management, and system usage.
- Support change management activities related to CRM enhancements.
- Reporting, Insights and Performance Enablement - Coordinate dashboards and reporting for sales teams and leadership, ensuring usability and access.
- Ensure reporting supports standardized pipeline visibility, forecasting accuracy, and performance tracking.
- Support sales planning by enabling access to CRM data and reporting tools.
- Partner with stakeholders to align reporting outputs with defined performance metrics.
- Collaborate with internal teams to ensure CRM tools function effectively for end users.
- Monitor reporting usability and escalate issues as needed.
Other
- Casual, seasonal, and intern employees are not eligible for benefits except those required by state law.
- The final job title and base salary offered will depend on various factors including training, relevant skills, work experience, business requirements, and market conditions.
- The stated base pay range is subject to change and may be adjusted in the future.
- This position qualifies for variable compensation and additional benefits.
Not specified
