Related skills
reporting salesforce tableau excel cpq📋 Description
- Support CRM operations: quoting, ownership transfers, opportunity updates.
- Facilitate system access via onboarding/offboarding (SFDC, Clari, Tableau).
- Collaborate with Order Mgmt, Deal Desk, Finance, Sales Mgmt for reporting.
- Act as Field Sales contact for inquiries and guidance.
- Support Quarterly Business Reviews prep.
- Own ad hoc projects to boost efficiency.
🎯 Requirements
- 5+ years in Sales Operations or similar.
- Bachelor's degree or equivalent.
- Preferred: Salesforce SFDC CPQ, Clari, and Advanced Excel.
- Experience with quoting, pricing, and ops support for large accounts.
- Strong Excel skills for large datasets.
- Strong stakeholder management and cross-functional collaboration.
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