Responsible for providing high-quality support and guidance to users within the client finance and the sales operations teams (Client Partnerships and New Business), ensuring the efficient use and optimization of the Salesforce platform.
The Salesforce Support Specialist is responsible for providing high-quality support and guidance to users within the client finance and the sales operations teams (Client Partnerships and New Business), ensuring the efficient use and optimization of the Salesforce platform. The specialist will work oversee and resolve issues related to the Opportunity lifecycle, including deal structure, quoting, contracts, pricing & modeling, and general questions on account and opportunity set-up. This role involves responsibilities, including but not limited to, analyzing sales data including pipeline and revenue forecast, maintaining overall data integrity, and supporting system enhancements in the Salesforce platform and data integration with NetSuite ERP. The role will also act as a liaison between IT Salesforce development team and functional team, such as Finance, Legal, and Sales.
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