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salesforce excel dashboards reports clariπ Description
- Respond to ad hoc requests from teams for reports and support
- Support territory management, align Accounts and Opportunities with sales reps
- Manage lead-to-opportunity process for the sales teams
- Assist in training and onboarding new sales team members
- Audit and maintain Salesforce.com data quality
- Build, run, and analyze reports and dashboards for users and managers
- Ensure forecast accuracy and submission for sales teams in Clari
- Create and maintain documentation on processes and training materials
- Serve as trusted adviser to sales and channel teams on product configuration and terms
π― Requirements
- Bachelor's degree required; emphasis in Finance or Accounting preferred
- 3-5+ years of Sales Operations experience
- Proficient with MS Office; advanced Excel skills preferred
- In-depth experience with Salesforce.com required
- Take initiative, flexible, and set priorities with minimal supervision
- Creative problem solving and adaptable approach
- Strong analytical, detail-oriented, highly organized
- Ability to prioritize multiple deadlines
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