Salesforce Analyst/Administrator managing Salesforce solutions for Penn State's ECRM program. Collaborating with stakeholders to ensure system effectiveness and user adoption.
About the role
- Salesforce Business Analyst responsible for managing global CRM operations. Collaborating with Sales Leadership and IT to enhance Salesforce capabilities and user experience.
Responsibilities
- Collaborate with Manager, Global CRM Programs, on the ownership and usability of Salesforce CRM.
- Responsible for gathering business requirements and serve as the liaison between Sales, Sales Operations and IT to shape scalable CRM and other salesforce solutions.
- Work with each sales leader to manage opportunity details and accurately for critical reporting of forecasts.
- Creation of activity dashboards providing attainment snapshots specific to each sales representative’s territories.
- Support deployment and integration of sales methodologies within Salesforce.com.
- Analyze CRM performance metrics, ensure data quality and usability, and recommend process improvements to enhance user experience and business outcomes.
- Participate in Agile sprints, define user stories, and manage documentation, testing, and on-time delivery of prioritized improvements.
- Collaborate with salesforce vendors to plan and implement approved programs
- Ensure data accuracy within the Salesforce environment which translates into accuracy in reporting forecast models, attainment efforts, and rep performance across all product lines.
- Prepares monthly KPI package/sales performance presentations based on the needs and requirements of senior leadership.
- Collaborate with Sales Leadership, Compensation Analyst and others to ensure accuracy of Territory alignment.
- Monitor and ensure accurate workflow management for customer accounts in an effort to maintain accuracy in data and pricing details within the CRM and ERP environments.
- Provide user training as needed.
- Assist with Opportunity workflow order creation.
- Quote template management and maintenance including updating general terms and conditions as provided by Cytek Legal team.
- Generate reports/dashboards as required by the global commercial teams.
Requirements
- Bachelor’s degree or equivalent, in related discipline
- 3+ years of CRM experience; leading multiple projects of various scope/complexity from initiation to close out, with data quality as a focus
- Exceptional data expertise in all aspects of data analysis, insights creation and visualization
- Advanced skills in CRM and ERP systems
- Strong flexibility to work with a variety of application development applications
- Exceptional organizational skills, detail oriented, adaptive and strong client focused mindset
- Excellent proficiency with Microsoft Office Programs (Outlook, Word, Excel, PowerPoint)
- Ability to manage a variety of tasks with tight timelines
- Excellent quantitative, analytical, written, and oral communication skills
- Comfortable navigating through ambiguity and crafting solutions without a defined guideline
- Strong work ethic and highly developed problem-solving skills
- Enjoy working under time constraints and ability to excel under pressure
- Experience with global Sales and Operations
- Ability to create repeatable models and train others on utilization
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