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salesforce prospecting sql data visualization sales forecasting📋 Description
- Strategy and Planning: Partner with Finance and Sales on target, quota and territory planning
- Process Optimization: Standardize reporting, monitor metrics, and forecast results
- Data Analysis: Develop sales reports and dashboards with insights
- Sales Forecasting: Manage forecasting for accurate, timely projections
- Cross-functional Collaboration: Align Sales, Marketing, Finance, Product strategies
- Performance Monitoring: Track KPIs and improve mortgage vertical performance
🎯 Requirements
- Bachelor’s degree in Business, Economics, Engineering, or related field
- 4+ years in Revenue Operations and Strategy; with sales leadership
- Proven sales ops management and strategy implementation
- Strong curiosity; focus on scaling through automation
- Proficiency with Salesforce, SQL, data visualization tools, forecasting
- Bonus: mortgage/financial services cross-functional experience
🎁 Benefits
- A fast-paced and collaborative environment
- Learning and development allowance
- Competitive cash and equity, with advancement opportunities
- 100% medical, dental, and vision coverage
- Up to $25K reimbursement for fertility, adoption, parental planning
- Monthly wellness stipend
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