CRM Operations Engineer

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