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salesforce ai excel power bi smartsheet📋 Description
- Review pipeline deals to confirm correct services with Sales and Commercial Operations.
- Prepare, calculate, and validate service estimates aligned with project requirements.
- Equip PSO and Sales teams with training, playbooks, and tools.
- Scope, plan, and own end-to-end projects with milestones.
- Translate complex asks into clear success criteria and outcomes, then execute.
- Map workflows and lead improvements to PSO processes and systems.
🎯 Requirements
- Bachelor’s degree or equivalent practical experience.
- 2-4 years in project/program management or operations.
- Proven track record improving processes and driving change.
- Familiarity with Excel and Smartsheet or similar.
- Knowledge of Salesforce, Power BI, or similar.
- Practical use of AI-powered tools to speed analysis.
🎁 Benefits
- Competitive salary and 401k with employer match
- Discretionary paid time off
- Paid parental leave for all
- Medical, Dental, Vision plans
- Fitness Programs
- Learning & Development programs
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