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crm salesforce cpq conga docusign๐ Description
- SME for sales ops across Sales, Marketing, Finance, Legal, CS.
- Align sales processes with leadership; improve reporting and metrics.
- Review quotes/deals to win high-impact revenue.
- Design/maintain Salesforce customizations (workflows, approvals, roles, profiles).
- Manage RCA processes: multi-year quoting, pricing, Conga templates.
- Ensure data health across CRM and integrated tools.
๐ฏ Requirements
- 5+ years in Sales Operations Analyst or similar role.
- Active Salesforce Administrator Certification.
- Proficiency in Salesforce CPQ and reporting/dashboard creation.
- Deep understanding of quoting, bookings lifecycle, and funnel management.
- Knowledge of sales ops best practices, hierarchies, product catalog management.
- Experience leading cross-functional teams and process improvements.
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