Salesforce Sales Operations Specialist leveraging Salesforce for sales efforts at Kaufman Rossin. Supporting sales professionals and optimizing pipeline management with advanced Salesforce practices.
Responsibilities
Run targeted prospecting, cross-sell, and warm-contact reports in Salesforce to support professionals’ sales efforts.
Identify existing relationships, prior engagements, and account activity to surface high-probability opportunities.
Partner with professionals to review pipelines, discuss opportunities, define next steps, and identify risks or blockers.
Support opportunity lifecycle management to improve pipeline health, forecasting accuracy, and opportunity close rates.
Coach professionals on using Salesforce effectively as a sales platform, including Action Plans and Account Plans to drive consistent and repeatable sales execution.
Help professionals define and track sales activities, milestones, and next steps using Action Plans.
Support Account Planning by helping professionals document goals, key relationships, cross-sell opportunities, and engagement strategies within Salesforce.
Meet with teams to review Salesforce data, discuss sales strategies, and reinforce best practices for opportunity management.
Support Salesforce Forecasting by ensuring opportunities are accurately staged, weighted, and updated.
Assist professionals in understanding how their opportunity management impacts forecasts and revenue projections.
Monitor pipeline coverage, deal velocity, and forecast trends to identify gaps or risks.
Provide insights to sales leadership on pipeline health, forecast accuracy, and areas for improvement.
Support phone and web lead intake, routing, and distribution to the appropriate professionals.
Ensure leads are followed up on promptly and either converted to opportunities or accurately marked as unqualified.
Monitor lead-to-opportunity conversion metrics and recommend process improvements.
Maintain strong data hygiene across Leads, Accounts, Contacts, and Opportunities.
Build and maintain Salesforce reports and dashboards related to pipeline, forecasting, lead conversion, and account planning.
Translate Salesforce data into actionable insights to help professionals refine sales tactics and prioritize efforts.
Support leadership with visibility into performance trends and sales activity.
Requirements
2+ years of experience supporting sales teams using Salesforce.
Hands-on experience with Action Plans, Account Plans, and Salesforce Forecasting.
Strong working knowledge of Salesforce Leads, Accounts, Contacts, Opportunities, Reports, and Dashboards.
Experience partnering directly with sales or professional services teams to improve sales processes.
Strong communication skills with the ability to train, coach, and influence adoption.
Detail-oriented, organized, and comfortable managing multiple requests and priorities.
Salesforce Administrator certification or progress toward certification.
Experience with sales enablement, pipeline management, or revenue operations.
Familiarity with lead automation, web-to-lead, or marketing integrations.
Experience in a professional service, consulting, or B2B environment
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