Salesforce and Revenue Operations Specialist Administrator

Omilia is seeking an experienced Salesforce and Revenue Operations Specialist Administrator to join its Revenue Operations team. This individual will be responsible for the administration, support, and training of Salesforce. The ideal candidate is a proactive problem-solver with a strong understanding of Salesforce and business processes, eager to enhance Omilia's RevOps tech stack. This role demands a detail-oriented, results-driven approach and strong collaboration skills to work effectively with the RevOps team and other internal stakeholders, including Global Sales, Marketing, Customer Success, Finance and Accounting, and the Project Management Office. The administrator will manage the day-to-day configuration, maintenance, support, and improvement of Salesforce, ensuring tactical operations align with strategic objectives. The successful candidate will possess excellent communication, multitasking, and organizational abilities. Familiarity with the fast-paced, rapidly changing environment of a growing tech company, preferably in a B2B or enterprise SaaS setting, is essential. This position reports to the Revenue Operations Manager and will collaborate with another Salesforce Administrator, offering to shadow more experienced team members.

Key Responsibilities: Salesforce Configuration and Management: • Implement Salesforce configuration changes (Flow, fields, lightning pages, dynamic layouts, actions, Products & Price Books, custom objects, email alerts, custom settings, record types, approval processes, dashboards and reports). • Manage user and license administration, including new user setup, deactivation, roles, and permissions. • Gather user and stakeholder requirements, translating them into scalable, best-practice solutions with a focus on exceptional user experience. • Manage sandbox environments, including testing and deployment. • Ensure seamless technical and business alignment of third-party integrations with existing systems. • Perform proactive system maintenance (Security Reviews, Release Updates, Health Checks). • Troubleshoot Salesforce issues and serve as the primary contact for user support.

Data Hygiene and CRM Best Practices: • Ensure data accuracy and security within Salesforce, including management of backup tools and integrations. • Enforce data entry standards and monitor CRM hygiene to ensure data quality from Sales teams. • Conduct regular audits of Salesforce data and implement validation rules and automations to secure quality, accuracy, and completeness of data. • Develop and share CRM usage best practices to help sales reps maintain accurate records.

Training and Support: • Work in close cooperation with the Sales & Partner Enablement teams to provide onboarding training for new hires, as well as ongoing training and support for the sales team on Salesforce and other RevOps tech stack tools. • Create user-friendly training materials, tutorials, and reference guides to enhance tool adoption and proficiency. • Serve as a key resource for answering questions and troubleshooting revenue operations tool issues. • Develop and maintain technical documentation for Salesforce processes and configurations ensuring it is user-friendly and always up-to-date.

Reporting and Analytics: • Build and maintain Salesforce reports and dashboards across stakeholders from company Leadership to department heads, providing insights and actionable KPIs into a variety of metrics covering Sales performance and forecasting accuracy, Pipeline health, Target attainment, and CRM usage. • Analyze data and usage trends to proactively identify areas for sales process improvement. • Develop and manage regular reporting cadence for KPIs and operational metrics, ensuring data accuracy and relevance.