Overview
Revenue Operations Specialist role at Scale Army Careers. Our client, a leader in education and training, seeks a Revenue Operations Specialist to optimize Salesforce processes and improve system integrations. The position focuses on enhancing data accuracy, streamlining workflows, and ensuring smooth integrations across multiple platforms. You will work closely with cross-functional teams to improve reporting, analytics, and operational efficiency while ensuring Salesforce aligns with overall business goals.
Location
Fully-Remote (Work from Home), 9 AM - 5 PM EST
Key Responsibilities
- Salesforce Administration and Process Optimization : Maintain and enhance the Salesforce instance, ensuring high-quality data and alignment with business objectives. Lead efforts to backfill and enrich historical data for improved accuracy and completeness. Streamline workflows and optimize configurations for efficient performance.
- System Integrations : Manage integrations between Salesforce and other business platforms, such as Zendesk, to improve automation and data consistency. Collaborate with technical teams to enhance system connectivity and scalability.
- Dashboard And Reporting Enhancements : Design, build, and maintain Salesforce dashboards that provide actionable insights and real-time metrics. Regularly update reports to ensure stakeholders have access to relevant and accurate data.
- Data Transformation And Management : Process and prepare lead lists and other datasets in Excel for import into Salesforce. Apply advanced Excel techniques (pivot tables, formulas) to improve data analysis and reporting efficiency.
- Cross-Functional Collaboration : Partner with sales, marketing, and support teams to align system workflows with operational goals. Provide ongoing training and support to internal users to ensure consistent adoption and system utilization.
Qualifications
Experience : 3–5 years of experience in Salesforce administration focused on optimization, data enrichment, and workflow improvement.Proven ability to enhance Salesforce configurations, manage complex processes, and maintain high data accuracy.Experience integrating Salesforce with other business systems and managing API connections (API calls a plus).Familiarity with BI tools such as Tableau or Power BI for reporting and dashboard optimization (hands-on implementation preferred).Experience with marketing tools such as HubSpot, Teachable, and Zendesk, and platforms like NetSuite, Iterable, and Unbounce is a plus.Skills
Proficiency in Excel (pivot tables, formulas, data modeling) and strong analytical / problem-solving abilities.Hands-on execution mindset focused on data management and process optimization.Excellent communication and collaboration with cross-functional teams.Detail-oriented, organized, and proactive in improving data systems and reporting.What Success Looks Like
Streamlined Salesforce workflows that improve operational efficiency and data accuracy.Seamless integrations between Salesforce and connected platforms.Robust dashboards that support data-driven decisions.Consistently reliable data management practices for lead tracking and reporting.Application Process
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