Sales Operations Engineer

2 hours ago

india, IN Cavista Technologies Full time

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.

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