Senior Sales Operation Analyst

Summary:

As a Sr. Sales Operations Analyst, you will play a pivotal role in the implementation and ongoing development of a brand-new Salesforce platform at Cosm. This position requires a strong analytical mindset, proficiency in data analysis, and the ability to collaborate effectively with cross-functional teams. You will be responsible for ensuring the efficiency and effectiveness of sales operations, enabling our sales team to achieve their goals.

Responsibilities:

• Support the design and implementation of a new Salesforce CRM system, ensuring it aligns with organizational goals and scalability needs.
• Collaborate with leadership and cross-functional teams to identify business requirements and translate them into Salesforce solutions.
• Configure Salesforce features including custom objects, page layouts, workflows, validation rules, and integrations with third-party applications.
• Develop and manage dashboards and reports to provide insights into sales performance, pipeline management, and operational metrics.
• Train users and provide ongoing support to ensure successful adoption of the new Salesforce platform, including data integrity and compliance.
• Participate in change management initiatives to drive seamless system rollout, including communication, training, and documentation efforts.
• Identify opportunities for optimization and enhancement of Salesforce post-implementation to improve productivity and scalability.
• Lead and deliver Salesforce-related projects, including ideation, requirements gathering, configuration, and success tracking.
• Conduct routine data maintenance tasks, such as cleanup, migration, and optimization, especially during the transition to the new platform.

Experience:

• 3-5 years of experience with Salesforce CRM, including implementation, configuration, and administration.
• Bachelor’s degree, preferably in data analytics, computer science, or business management.
• Proficiency in Python, SQL, and Tableau is preferred.
• Hands-on experience with Salesforce tools such as Flow Builder, Reports & Dashboards, and Data Loader.
• Experience participating in or leading a Salesforce implementation project is highly preferred.
• Strong understanding of business processes, with a focus on sales operations.
• Advanced Excel and database management skills related to sales and operational data.
• Proven ability to gather business requirements, design solutions, and deliver Salesforce configurations that meet organizational needs.
• Exceptional communication skills, with the ability to bridge the gap between technical and non-technical stakeholders.
• Collaborative, detail-oriented, and motivated to deliver results in a dynamic, fast-paced environment.