
Sales Systems Coordinator
1 week ago
This role involves ensuring the accuracy and usability of our sales tools, including Salesforce, Clari, People.ai, ClosePlan, and Callidus Commissions. The Business Systems Specialist will act as a liaison between IT Development and business functions to drive system enhancements to completion through business requirement gathering, documentation, prioritization, and testing in an Agile environment.
Your Impact- Key Responsibilities:
- Act as a liaison between IT Development and business functions to drive system enhancements to completion through business requirement gathering, documentation, prioritization, and testing in an Agile environment.
- Resolve Tier 2 support requests driving to timely resolution for the end user.
- Demonstrate thorough understanding on role hierarchy, forecast hierarchy, and territory hierarchy.
- Troubleshoot and resolve tier 2 tickets from sales users related to Salesforce, sales forecasting, and other sales tools.
- Drive all issues to resolution with a strong focus on customer satisfaction through timely follow-up, attention to detail, and cross-functional collaboration with IT and other team members.
- Work closely with Subject Matter Experts and IT to research & resolve issues related to Salesforce & Clari.
- Partner with Sales Operations, Sales Leadership, and Revenue Acceleration team to understand business requirements for systemic enhancements and then partner closely with IT Development for execution through an Agile environment.
- Perform business requirement gathering, documentation, prioritization, and testing in an Agile environment.
- Conduct change management for related system enhancements.
- Project Manage and provide direct support to Merger & Acquisition related Salesforce changes.
- Utilize business knowledge and expertise to drive business process improvements.
- Balance relationships with multiple business teams for new solution features and technical support.
- Perform regular SFDC data audits to ensure accuracy within the system.
- Assist in scheduled maintenance of the systems via data migrations.
- Assist with documentation of best practices and usage.
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