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reporting crm forecasting salesforce saas📋 Description
- Build scalable self-serve reporting for field teams to answer questions without Ops.
- Proactive and accurate forecasting of sales metrics.
- Analyze KPI trends and deliver actionable recommendations.
- Quota deployment aligned to budget with a coverage model and territory design.
- Data accuracy in Salesforce and robust management reporting.
- Document processes so onboarding is quick for new team members.
🎯 Requirements
- 5+ years in Sales Operations, Revenue Operations, or data-heavy analytics.
- Hands-on Salesforce experience including data quality management and CRM administration.
- Experience in a SaaS or subscription business.
- Exposure to partner/channel GTM models is a plus.
- Familiarity with dbt or SQL-based transformation tooling is a plus.
🎁 Benefits
- Medical, Dental, and Vision: employer-paid options.
- 401K with company contributions and growth programs.
- Wellness: financial, physical, emotional, social support.
- Time off: vacation, sick days, holidays, parental leave.
- Food perks: Seamless stipend and catered meals.
- Office culture: Hybrid NYC offices, dog-friendly.
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