Salesforce Operations Analyst

Experience: 3+ years in Sales Operations, specifically supporting a Sales Business Unit Technical Skills: Exposure to Salesforce Lightning, Reports/Dashboards, and Data Loader; strong Excel skills (VLOOKUPs, Pivot Tables) for data analysis Analytical Mindset: Ability to debug issues and provide functional solutions to problems Communication: Excellent verbal and written communication skills, with the ability to explain functional concepts to non-technical sales users Adaptability: Proven ability to thrive in a fast-paced, contract-based environment with changing priorities The Salesforce Operations Analyst will serve as a critical link between the Partners, Sales leads, Program, and the Operations. The primary mission is to address partner and Sales team questions/issues coming from different support queues (Salesforce INH, Partner portal access, Influence, Deal Reg, etc.). This person will analyze business challenges per the functionality established in Salesforce and resolve them using standard governed rules. This role will not involve technical fixes or enhancements, but may involve completing UATs once the technical team finishes system fixes/enhancements. The primary role is that of a CRM support analyst improving operational efficiency and overall partner experience. Supports helpdesk (contact onboarding and LMS provisioning) and improvement priorities (data projects) Plays a key role in system integration activities Supports Partner lifecycle (Onboarding, Progression, and Offboarding) Provides consulting/advocacy and/or addresses issues related to Partner Operations, Deal Management, and Partner HelpDesk Facilitates internal audit requirements Monitors Slack, e-mails, and various online/offline support channels to respond to Partner inquiries and support requests Provides functional guidance on Legal and Partner Experience initiatives Facilitates Leadership on operational questions and tool/system functionality Actively reviews new technology and creative approaches to evolve onboarding experiences Identifies process gaps and looks for process automation/improvement opportunities Supports Partner project rollouts, fixes, enhancements, and improvements Partners with Sales Leadership and IT Enablement teams to identify onboarding gaps, gain insights, and advise/prioritize existing and future onboarding program development focus areas Participates in future Partner Program initiatives Preferred Skills Functional experience with Salesforce portal and partner lifecycle from onboarding through termination (application, portal access, deal reg, certifications, badges) Familiarity with Agile methodologies and tools like Jira Knowledge of Sales Methodologies