Personify Overview

Personify is the leading solution provider that empowers the best constituent-focused organizations to succeed. Through our constituent engagement software and services, we help our clients better interact with their constituents at every touchpoint. After 20+ years of innovation within the industry and hundreds of successful outcomes, our clients have trusted us to be their primary technology partner.  

Job Purpose

The Sales Operations Analyst will be responsible for maintaining the Salesforce CRM and all reporting, workflow, process and data integrity relating to it. She/he will also spearhead the overall coordination, optimization and roll out of successfully completed projects that align with team and company initiatives. The ideal candidate will have 3-5 years of either Sales, Marketing or Sales support experience in a SaaS company, and excels working in a fast-paced environment. Attention to detail is a must.

Duties and responsibilities

• Daily administration and end-user support of sales-related applications (e.g. salesforce.com, Steelbrick, etc.) including but not limited to: activating and deactivating users, managing multiple user setups, profiles and roles, customization of objects, fields, record types, page layouts, formulas, validations, data backups, writing requirements, design solutions/configurations, and communicating functional updates to users
• Create and manage custom reports, complex workflow rules, approval processes and data validation to support business processes
• Collaborate with internal stakeholders to develop & implement business requirements, best practices, process flows, configuration and testing to maintain data integrity
• Train end users and prepare related documentation (training materials, process and data flows, and use cases)
• Ensure timely delivery of reporting and data needs to each functional team of Salesforce users
• Create and maintain documentation on processes, policies, application configuration and help-related materials
• Remain current on Salesforce.com best practices and technologies
• Manage and maintain the RFP database and assist and manage with RFP responses and related activities
• Analysis and support of the sales team to ensure proper structure for opportunities and quotes
• Diplomatically enforce the sales process and policies, including offering suggestions for efficient execution of unique or challenging opportunity structures
• Identify opportunities for process improvement and make recommendations for  specific improvements

Minimum qualifications: 

• 3-4 years of Salesforce Administration or Sales Operations experience 
• The ability to distill loosely defined problems, identify potential approaches and execute solutions
• Proven success in developing, deploying and driving adoption of business processes
• Applied critical thinking
• Demonstrated experience in business process analysis and re-engineering and structured methodology documentation (Data Flow Diagrams)
• Excellent communication skills (both verbal and written)
• Ability to simply and effectively communicate complex business processes
• Excellent interpersonal skills, with a positive, friendly, and helpful attitude
• Exceptional organizational skills and strong attention to detail
• Exceptional time management skills and the ability to prioritize and multitask
• Ability to work well in a team environment and collaborate with all levels of staff
• Basic understanding of accounting principles
• Strong technical skills with the following: MS Word, PowerPoint, Excel, MS Outlook
• Bachelor’s degree in operations, finance, or accounting (or similar)