Sales Operations Engineer (Salesforce)

Responsibilities include but are not limited to :

Manage Salesforce Environment

Support and maintain Salesforce Sales Cloud and Service Cloud Professional Edition.

Ensure optimal configuration, user access, and functionality within Professional Edition constraints.

Manage user accounts, permissions, and profiles to support sales activities.

Develop Reports and Dashboards

Build and maintain personal, regional and national dashboards to monitor sales performance.

Provide ad hoc reporting support to leadership and sales teams.

Ensure reports accurately reflect activity and pipeline status across regions.

Support Sales and Marketing Campaigns

Assist with campaign setup, execution, and tracking within Salesforce.

Monitor campaign attribution and provide insights on performance.

Ensure campaigns are integrated into sales processes for accurate ROI reporting.

Enable Forecasting and Data Management

Support finance and sales forecasting processes with accurate, real-time data.

Enhance data sets through augmentation and integration with additional sources.

Identify and resolve duplicate records to maintain clean, reliable data.

Support Automation and Process Optimization

Build and manage Salesforce Flows to streamline user tasks and reduce manual processes.

Identify opportunities for automation within the constraints of Professional Edition.

Continuously refine processes to improve efficiency and data integrity.

Provide End-User Training and Support

Deliver user training on Salesforce, dashboards, and sales processes.

Provide ongoing support through ticket triage and resolution.

Partner with regional teams to reinforce best practices and system usage.

Collaborate Across Departments

Partner with sales, marketing, and account management to ensure system alignment.

Share insights to improve sales effectiveness and client journey management.

Provide leadership with user and client feedback to inform strategy.

Ensure Data Hygiene and Compliance

Conduct regular audits of Salesforce data to ensure accuracy.

Monitor sales activity documentation across regions.

Maintain compliance with company standards for reporting and recordkeeping.

Required Qualifications

Bachelor’s degree in Business, Marketing, IT, or related discipline required.

5 + years of Salesforce Sales Cloud experience required.

Home Health, Home Care, Hospice and / or Palliative experience preferred.

Salesforce Advanced Administrator Certification required.

Salesforce Platform Developer II Certification required.

Salesforce Marketing Cloud Developer Certification preferred.

Proficiency in data augmentation and MS Office suite (Outlook, Word, Excel, PowerPoint).

Excellent verbal and written communication skills.

Strong ability to work independently and manage multiple priorities.