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Salesforce.com, Inc CSG Offer Management Sales Operations Specialist in Albany, New York

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job Category

Customer Success Group

Job Details

Department Description:

The Customer Success Group’s (CSG) Offer Management team is a product management organization that productizes and monetizes the CSG capabilities that will help customers realize business value from their Salesforce technology investment. This team is a “messenger of the market” to the rest of the CSG organization, identifying the best market segments and opportunities for success offers. We maintain a multi-year roadmap for our portfolio, develop research-backed business cases for offer development and positioning, and manage the entire portfolio from design to end of life. We adhere to a governance framework to effectively manage and coordinate cross-functional work. Once offers are launched, we measure offer performance and identify changes to improve the experience customers and Salesforce employees have with our offers.

Role Description:

The CSG Offer Management Sales Operations Specialist will play a crucial role in supporting the Success Plan go to market effort, ensuring that the products are easy to buy and sell, deals are reportable and easy to track, sales data is accurate and complete, and that the sales processes are efficient and aligned with the license sales organization. The Specialist will rely on their experience working in a sales operations role to troubleshoot operational issues as they surface and propose changes to systems and processes to fix the root causes.

This role will report to the CSG Offer Management Sales Ops and Strategy Director. The candidate will need to be a self-starter, detail-oriented, flexible in a fast-paced work environment and committed to learning Salesforce’s offer & sales processes. The candidate will support the Success Cloud Product Development Product team, including (but not limited to) bookings forecasting, attrition & attach analysis, opportunity management, driving best practices, and ensuring compliance with company policies.

Responsibilities:

  • Business manage the Success Plan sales process from Opportunity creation to deal close.

  • Monitor, audit and troubleshoot the sales process to ensure accurate data, forecasting, and financial planning.

  • Should incomplete or inaccurate data exist, work to quickly resolve the issue by updating the data, requesting an update, or by improving systems or processes.

  • Identify system and sales process inefficiencies, recommend solutions, and support the proposal through resolution.

  • For the Offer Management team, serve as the subject matter expert for all topics related to Opportunities, Quotes, Contracts, Orders, and Products for both Success Plans and license products.

  • Establish strong relationships within CSG, Services, Sales, Sales Ops, Finance, and other internal resources as appropriate.

  • Work independently on assignments and escalations that are diverse in scope, requiring seasoned judgment in resolving issues or in making recommendations.

  • Apply knowledge, skills and judgment to make moderately difficult decisions and resolve issues.

  • When necessary, expand outside sales operations to engage on sales strategy, forecasting and reporting tasks and projects.

Minimum Requirements:

  • BA/BS degree or equivalent experience in sales operations

  • 3-5 years of experience in a sales operations or related role

  • Strong level of expertise in the Salesforce Application. Salesforce Certified Administrator, strongly preferred.

  • Highly proficient in Excel, Einstein Analytics, Tableau and/or other analytic tools.

Preferred Requirements:

  • Demonstrated participation in process improvement initiatives and/or project management experience.

  • Ability to excel in a fast growing/fast paced environment, delivering accuracy while managing to deadlines where adaptability is imperative.

  • Excellent interpersonal skills; articulate in written and verbal communication; willingness to appropriately debate difficult issues; ability to think quickly.

  • Ability to understand broader business and financial issues and juggle multiple projects and tasks.

  • Must have a strong investigative mindset and problem solving abilities.

  • Must maintain a positive attitude in stressful situations while working within a team environment.

  • Detail oriented with the ability to work independently.

About Salesforce

Founded in 1999, Salesforce is the global leader in Customer Relationship Management (CRM). Companies of every size and industry are using Salesforce to transform their businesses, across sales, service, marketing, commerce, and more by connecting with customers in a whole new way. We harness technologies that can revolutionize companies, careers, and, hopefully, our world.

Salesforce is built on a set of four core values: Trust, Customer Success, Innovation, and Equality. By making technology more accessible, we're helping create a future with greater opportunity and equality for all. This has taken our company to great heights, including being named one of the FORTUNE "100 Best Companies to Work For®" for 12 years in a row.

There are those who choose to work with the best and brightest. And then, there are those who want to do more than just a job. They are the ones improving lives, not only their careers. Having an impact now instead of later. Doing something that’s so much bigger than themselves, an industry, and their company.

We believe everyone can be a Trailblazer. Join Salesforce and discover a future of new opportunities.

For Colorado-based roles: Minimum annual salary of $81,000.You may also be offered a bonus, restricted stock units, and benefits. More details about our company benefits can be found at the following link: https://www.getsalesforcebenefits.com/ .

Accommodations

If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form. (http://cloud.mail.salesforce.com/accommodations-request-form)

Posting Statement

At Salesforce we believe that the business of business is to improve the state of our world. Each of us has a responsibility to drive Equality in our communities and workplaces. We are committed to creating a workforce that reflects society through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more. Learn more about Equality at Salesforce and explore our benefits.

Salesforce.com and Salesforce.org are Equal Employment Opportunity and Affirmative Action Employers. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Salesforce.com and Salesforce.org do not accept unsolicited headhunter and agency resumes. Salesforce.com and Salesforce.org will not pay any third-party agency or company that does not have a signed agreement with Salesforce.com (http://salesfore.com/) or Salesforce.org .

Salesforce welcomes all.

Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.

Founded in 1999, Salesforce is the global leader in Customer Relationship Management (CRM). Companies of every size and industry are using Salesforce to transform their businesses, across sales, service, marketing, commerce, and more by connecting with customers in a whole new way. We harness technologies that can revolutionize companies, careers, and, hopefully, our world.

Salesforce is built on a set of four core values: Trust, Customer Success, Innovation, and Equality. By making technology more accessible, we're helping create a future with greater opportunity and equality for all. This has taken our company to great heights, including being ranked by Fortune as one of the “Most Admired Companies in the World” and one of the “100 Best Companies to Work For” eleven years in a row, and named “Innovator of the Decade” and one of the “World’s Most Innovative Companies” eight years in a row by Forbes.

There are those who choose to work with the best and brightest. And then, there are those who want to do more than just a job. They are the ones improving lives, not only their careers. Having an impact now instead of later. Doing something that’s so much bigger than themselves, an industry, and their company.

We believe everyone can be a Trailblazer. Join Salesforce and discover a future of new opportunities.

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