
Sales System Strategist
2 days ago
This role is part of the Business Systems Team within Central Ops, ensuring systemic accuracy and usability of our sales tools. Primary tools supported include Salesforce, Clari, People.ai, ClosePlan, and Callidus Commissions.
The primary areas of focus for this role will be:
- To act as a liaison between IT Development and business functions to drive system enhancements through business requirement gathering, documentation, prioritization, and testing in an Agile environment.
- Resolving Tier 2 support requests to drive timely resolution for end users.
- Demonstrating a thorough understanding of role hierarchy, forecast hierarchy, and territory hierarchy.
- Troubleshooting and resolving Tier 2 tickets from sales users related to Salesforce, sales forecasting, and other sales tools.
- Driving 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.
- Working closely with Subject Matter Experts and IT to research and resolve issues related to Salesforce and Clari.
- Partnering with Sales Operations, Sales Leadership, and Revenue Acceleration teams to understand business requirements for systemic enhancements and then partnering with IT Development for execution through an Agile environment.
- Performing business requirement gathering, documentation, prioritization, and testing in an Agile environment.
- Conducting change management for related system enhancements.
- Project managing and providing direct support to Merger and Acquisition-related Salesforce changes.
- Utilizing business knowledge and expertise to drive business process improvements.
- Balancing relationships with multiple business teams for new solution features and technical support.
- Performing regular SFDC data audits to ensure accuracy within the system.
- Assisting in scheduled maintenance of systems via data migrations.
- Assisting with documentation of best practices and usage.
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