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reporting crm salesforce lead management dashboards📋 Description
- Manage leads from marketing campaigns, events, and partners in Salesforce.
- Distribute leads to sales reps or regional teams per rules and SLAs.
- Monitor lead follow-up and report response times and conversions.
- Maintain lead quality and CRM data hygiene.
- Assist in managing Salesforce dashboards and pipeline reports.
- Support opportunity creation, ownership updates, and territory alignment.
- Optimize workflows to improve sales efficiency and data accuracy.
- Coordinate with the Global Demand Center to align lead flow with campaigns.
- Schedule internal sales meetings, training, and communications.
- Onboard new sales reps with CRM access and process guidance.
- Produce regular performance and forecast reports for leadership.
- Troubleshoot data and process issues as needed.
🎯 Requirements
- 2+ years’ experience in sales administration, ops, or marketing ops.
- Proficient in Salesforce CRM (Sales Cloud) and large data sets.
- Excellent organizational and time-management skills.
- Clear communicator with cross-functional collaboration.
- Analytical mindset with reporting, dashboards, and data hygiene.
- Self-starter thriving in a dynamic, global environment.
🎁 Benefits
- Healthcare, dental, parental planning, and mental health benefits.
- Disability income benefits, life and AD&D insurance.
- 401(k) plan and company match.
- Paid time off.
- Fitness reimbursements.
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