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Manager, Sales Operations - Salesforce Administrator

  • Job
    Full-time
    Senior Level
  • Data
    Banking & Finance
  • Quick Apply

AI generated summary

  • You should have 5+ years as a Salesforce Administrator, expertise in Slack, Salesloft, SQL, strong problem-solving skills, adaptability, collaboration abilities, and a passion for clients and their needs.
  • You will optimize Salesforce, implement enhancements, drive team productivity, analyze the sales funnel, manage configurations, develop reporting tools, and support training and user adoption.

Requirements

  • Salesforce Expertise - 5+ years working with Salesforce on the admin side. Certified Salesforce Administrator
  • Technology - Slack, Salesloft, LeanData & Workato tooling proficiency.
  • Data and Analytics - SQL and analysis skills
  • Resourcefulness - Demonstrated track record of persevering in the face of adversity where priorities and direction can evolve quickly. A positive can-do attitude and be adaptable to evolving business goals
  • Collaboration - Excellent interpersonal and communication skills and an ability to work cross-functionally with a wide range of stakeholders
  • Prioritization & Problem-solving - Knows how to break down complex problems and identify root causes. Knows how to balance what needs to be done with what’s possible to do. Understands the scope of an issue and its priority
  • Curiosity - Never assume anything and ask impactful questions to understand where the gaps are and where to add value
  • Passion for Clients - Is incredibly passionate about our clients and our products

Responsibilities

  • Maintain and optimize our Salesforce instance on a day to day basis to drive the sales team productivity and efficiency
  • Continually improve and enhance our Salesforce platform, gathering requirements and feedback, designing scalable best practice solutions
  • Proactively identify drop-off points in the sales funnel and implement configuration changes to improve the productivity of the sales organization through the Salesforce platform
  • Manage all aspects of Salesforce configuration changes from scoping to implementation
  • Leverage our sandbox to deliver seamless improvements/changes to the platform
  • Develop impactful and robust reporting tools to drive sales manager and team member productivity that increase visibility and uncover actionable insights
  • Partner with sales leadership stakeholders to build new tactics to drive growth and optimization through the Salesforce platform
  • Partner with the sales enablement team to increase user adoption and develop sales training plans to improve the team’s overall productivity

FAQs

What is the primary responsibility of the Manager, Sales Operations - Salesforce Administrator?

The primary responsibility is to maintain and optimize the Salesforce instance to drive sales team productivity and efficiency.

What qualifications are required for this position?

Candidates should have 5+ years of experience working with Salesforce on the admin side and must be a certified Salesforce Administrator.

Are there specific tools and technologies that the candidate should be proficient in?

Yes, proficiency in Slack, Salesloft, LeanData, and Workato is required.

Is experience with data and analytics necessary for this role?

Yes, the position requires SQL and analysis skills.

What kind of attitude is expected from the candidate?

A positive can-do attitude and adaptability to evolving business goals are essential.

How important is collaboration in this role?

Collaboration is very important; excellent interpersonal and communication skills are required to work cross-functionally with various stakeholders.

What does the company offer regarding professional development?

The company provides up to $1,500 per year towards wellness and professional development budgets.

What kind of benefits are provided to employees?

Wealthsimple offers competitive salary, top-tier health benefits, life insurance, retirement savings matching plan, vacation days, wellness days, and more.

Does Wealthsimple encourage diversity in applications?

Yes, Wealthsimple strongly encourages applications from everyone regardless of race, religion, color, national origin, gender, sexual orientation, age, marital status, or disability status.

What is the company’s policy on work-life balance?

Wealthsimple supports work-life balance with 20 vacation days a year, unlimited sick and mental health days, and a 90 days away program for working internationally.