Salesforce Administrator supporting sales administration in a hybrid role at Preservica. Ensuring smooth operations between sales, marketing, and finance teams.
Responsibilities
Act as the company focal point for all company sales admin matters.
Maintaining and updating sales and customer records including current terms / services agreed.
Proactively manage and ensure customer invoicing is 100% up to date.
Accurately compiling monthly sales reports and maintaining/updating Salesforce.com and Pardot dash boards.
Maintain Salesforce and Pardot databases, including:
Updating data, data cleansing & spot checking as necessary
Writing programs/automations to tag data correctly
Contacting customers by phone or email to resolve queries and obtain missing information.
Receiving and processing customer orders to Finance department.
Requirements
Track record in sales administration is essential.
Exceptional interpersonal and customer service skills.
A bachelor's degree in business administration or similar preferred.
Experience with industry software/SaaS technology environment
Advanced experience and skills using Salesforce.com and Pardot or similar.
Advanced knowledge of administrative recordkeeping.
Familiarity with sales reports and sales records.
Proficiency with word processing and spreadsheet software.
Excellent written and verbal communication skills.
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