Operations Associate Analyst / Operations Analyst

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

Role Description

This position is on the Operations team within the Services organization which is the Professional Services (IT consulting) arm of Salesforce.com. The Operations Analyst takes care of all Professional Services Operations within salesforce.com’s Strategic Services Consulting. The position requires skill in understanding the fundamental drivers of success in the business, in conducting analysis and driving process, compliance, and policy for delivery consultants and delivery leadership.

Key Accountabilities (Impact)

• Work Closely with the regional operations team to provide guidance on policy and process knowledge of the region
• Become a subject matter expert on Professional Services Enterprise (PSA tool)
• Understand who the stakeholders are and build relationships with them
• Provide guidance and support to the Sales teams when they have questions regarding invoicing process in completing SOWs and other bookings’ related information
• Project data compliance to ensure smooth billings every month
• Identify and organize subject matter experts to support change management requirements gathering
• Create and deliver succinct, professional written and oral presentations to internal stakeholders at all levels
• Apply a global mindset to all project planning efforts to ensure initiatives align organizationally

Basic Requirements

• 2+ yrs in related experience
• Experience with a major CRM system is a plus
• Prior experience with financial and quantitative concepts.
• Excellent written business communication and verbal presentation skills
• Excellent time management and prioritization skills

Working conditions

• Role requires occasional travel mainly within the country /global. Remote working with a fantastic work-life balance.

Role Specific Skills (Optional)

• Strong communications skills & the ability to influence at all levels of the organization up to VP
• Work closely with the business process team to understand the process and provide improvement ideas
• Ability to clearly understand and guide on processes and procedures
• Strong analytical skills with the ability to detect patterns and analyze disparate data
• Knowledge & understanding of Salesforce tools and applications, specifically and most importantly, strong experience in creating and analyzing data from salesforce apps (preferred)
• Strong knowledge of and exposure to operational business processes, with a strong preference for knowledge of Services/Professional Services/Consulting operations (preferred)
• Experience of working in a fast-paced operational role, with the ability to manage ambiguity, changing priorities and remain focused on delivering excellent results
• Ability to work across Geo with colleagues to develop and implement governance practices for the business
• Must have excellent organizational skills, detail oriented, and able to perform repetitive tasks accurately
• Strong knowledge of spreadsheet, database, and word processing programs, which includes Google suite application experience

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.

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Posting Statement

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