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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Salesforce management, including configuration, reporting, and data alignment with ERP and PIM systems. Proficient in advanced SQL and Power BI for data analysis and visualization, with a strong focus on cross-functional project leadership and stakeholder collaboration.
Highest-signal resume keywords
Salesforce ConfigurationAdvanced SQLPower BI and DAXCross-Functional Project LeadershipSalesforce Administrator Certification
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Salesforce ManagementData AnalysisPipeline ManagementForecastingQuotingPricingReportingData HygieneRequirements GatheringIntegration with ERP/PIM
Soft Skills
Clear CommunicationInfluencing SkillsIndependent Work
Tools & Technologies
SalesforcePower BIMicrosoft FabricSQLERP SystemsPIM Systems
Certifications & Qualifications
Salesforce Administrator CertificationPlatform App Builder CertificationPMP CertificationLean CertificationAgile Certification
Industry Keywords
B2B EnvironmentSales OperationsRevenue OperationsCommercial AnalyticsManufacturing ExperienceDistribution Experience
Tech Stack
Tools & technologiesCloudERPPMPSFDCSQL
About the role
Key responsibilities & impact- Own the Salesforce improvement roadmap across pipeline and funnel management, lead routing, quoting, pricing requests, and case management
- Prioritize Salesforce improvements with business stakeholders, write requirements, configure and test changes, and partner with IT on releases, integrations, and security
- Maintain the Salesforce data model and align account, product, and pricing data with ERP, PIM, and Microsoft Fabric
- Build and maintain Power BI and Fabric reporting for pipeline, funnel conversion, win rate, quota attainment, and quote and case turnaround
- Use advanced SQL to validate data and answer ad hoc business questions
- Support forecast, quota, and sales incentive plan cycles with data, reconciliations, and analysis
- Develop standard work for funnel management and data hygiene
- Drive adoption through training, office hours, and usage tracking
- Lead cross-functional projects with Sales, Customer Success, Marketing, Finance, and IT from kickoff through adoption
- Manage project scope, timelines, risks, status reporting, and benefits tracking
- Analyze pipeline, pricing, discounting, and customer trends and recommend actions to commercial leaders
- Mentor less experienced analysts on Salesforce, reporting, and project discipline
Requirements
What you’ll need- Bachelor’s degree in Business, Analytics, Information Systems, or a related field, or equivalent experience
- 5+ years in sales operations, revenue operations, or commercial analytics in a B2B environment
- Working knowledge of pipeline, forecasting, quoting, and pricing
- 4+ years of hands-on Salesforce experience, including reports and dashboards, flows, data model, and requirements for configuration changes
- 3+ years leading cross-functional projects through delivery and adoption
- Advanced SQL
- Power BI and DAX, or equivalent BI tool
- Clear communication skills and ability to influence without direct authority
- Ability to work independently
- Salesforce Administrator or Platform App Builder certification preferred
- PMP, Lean, or Agile certification preferred
- Manufacturing or distribution experience preferred
- Experience with SFDC integration with ERP/PIM, CPQ or Service Cloud, Microsoft Fabric, or Power Automate preferred
Benefits
Comp & perks- Hybrid work arrangement
- Professional development through training, office hours, and mentoring opportunities
- Equal opportunity employer
- Reasonable accommodations for applicants with disabilities