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Forward Financing

A trusted source of fast, flexible funding for small businesses.

Sales Operations Systems Specialist

OperationsOperationsFull TimeRemoteSeniorTeam 201-500Since 2012H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

55 days ago

Salary

$110K - $140K / year

Seniority

Senior

Bachelor Degree3 yrs expEnglishDialpadFive9GenesysExcelSalesforceTalkdesk

Job Description

Sales Operations Systems Specialist

Forward Financing

• Serve as the primary administrator for Salesforce and the broader sales tech stack. • Manage requests for user setup, roles, profiles, and permissions, ensuring data security and system integrity. • Troubleshoot system errors and field support tickets from the sales floor to resolve technical blockers immediately. • Administer, monitor, and optimize lead routing logic (Round Robin, territory assignment). • Partner with Sales Leadership to align staffing levels with lead volume forecasts. • Monitor live queues and rep activity to identify bottlenecks and make real-time adjustments to maximize coverage. • Assist in the evaluation, implementation, and integration of new sales technologies that increase rep productivity. • Partner with Sales Leadership and Product to draft detailed requirements for the Product Team to implement, and collaborate cross-functionally to drive execution. • Identify friction points in the sales cycle and configure system automations (flows, validation rules, alerts). • Create internal documentation for sales processes, and partner with Sales Enablement to facilitate training on effectively using the tech stack. • Regularly audit CRM data to ensure accuracy, merge duplicates, and maintain a clean database for reporting. • Build and maintain operational dashboards that track system adoption, lead routing efficiency, and rep activity metrics. • Assist in tracking data points required for monthly incentive and commission calculations.

Job Requirements

  • 3+ years of experience in Sales Operations, Revenue Operations, or System Administration.
  • Advanced proficiency with Salesforce is required (Salesforce Administrator Certification strongly preferred).
  • Experience managing Dialers (e.g., Dialpad, Five9, Talkdesk), Contact Center systems (Genesys, etc.), or similar communication platforms.
  • Experience with queue management, lead routing logic, and capacity planning.
  • Proficiency with Microsoft Excel (VLOOKUPs, Pivot Tables) to audit data and manage rosters.
  • A "fixer" mentality—you enjoy troubleshooting technical issues and finding workarounds to keep business moving.
  • Ability to explain complex technical processes to non-technical sales users clearly and effectively.

Benefits

  • medical
  • dental
  • vision
  • commuter benefits
  • a flexible time-off policy
  • paid parental leave
  • 401k match for US employees
  • wellness reimbursement
  • volunteering days
  • annual professional development budget
  • charitable donation match

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