Sales Operations Analyst
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Job Description
Sales Operations Analyst supporting Kiavi’s real estate finance sales function through Salesforce administration, reporting, and automation. Improving data integrity, tool adoption, and sales team efficiency.
Responsibilities:
- Serve as the primary point of contact for Salesforce and Ops Console user support, addressing and resolving questions from the sales team
- Own daily, weekly and monthly "Run the Business" operations, such as lead/account assignment, data integrity updates, email triaging, and report building
- Identify areas for improvement, optimize current tasks, and automate manual processes to enhance efficiency
- Act as the first line of defense for production support bugs and feature feedback, filing Jira tickets on behalf of the sales team and escalating as needed
- Maintain comprehensive documentation for all sales processes and Run the Business tasks
- Assist with field creation, Flows, page layouts, and list views
- Assist in new sales tool setup, training, rollout, onboarding, and adoption monitoring
- Create and maintain standardized reports and dashboards to monitor pipeline health, data integrity, and key performance indicators in Salesforce
- Support Salesforce hygiene and administration through routine data clean-ups and report notifications
- Execute quarterly projects aimed at elevating sales team efficiency and efficacy
- Assist in building out Salesforce tools for the New Construction team
- Work closely with Sales Representatives, Sales Leaders, Marketing, and cross-functional teams
Requirements:
- Bachelor’s degree
- 1+ years experience in a Sales Operations capacity
- Experience using Salesforce
- Highly detail oriented
- Excellent verbal and written communication skills
- Ability to manage time effectively across multiple work streams, and juggle multiple projects
- Strong analytical skills, thrives in a data rich environment
- Experience collaborating effectively with business stakeholders, sales reps, and cross functional teams
- Able to create thorough documentation of work
- Must complete E-Verify employment eligibility confirmation
Benefits:
- 5% bonus
- Benefits
- Remote work option
- In-office locations in San Francisco and Pittsburgh for those who prefer office work
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