Business Process and Improvement Specialist
hace 6 meses
Full-time
Employee Status: Regular
Role Type: Hybrid
Department: Sales & Business Development
Schedule: Full Time
Shift: Day Shift
**Company Description**:
**About us, but we’ll be brief**
Experian is the world’s leading global information services company, unlocking the power of data to create more opportunities for consumers, businesses, and society. We are thrilled to share that **FORTUNE has named Experian one of the 100 Best Companies to work for**. In addition, for the last five years we’ve been named in the **100 “World’s Most Innovative Companies” by Forbes Magazine**. Experian prioritizes our culture and look to bring people to the team who are passionate about their jobs, who are easy to work with, and who continue to value team over self.
We have 23,000 people operating across 44 countries and every day we’re investing in new technologies, talented people, and innovation to help all our clients maximize every opportunity.
As a key member of the sales operations team, the Business Process and Improvement Specialist and will be responsible for improving the integration of business processes within our instance of Salesforce and other systems. In addition to Salesforce processes, the Business Process and Improvement Specialist will become an expert in our business processes leveraging other systems. This role will work closely with users across the business to improve functionality and integration of our business processes and systems.
**Responsibilities**
**Salesforce Process Integration**
- Understand business needs and how Salesforce capabilities can help solve business problems, drive revenue growth, and increase sales productivity.
- Maintain a holistic view of all business processes and users in the system to understand cross-functional impacts related to configuration, process, workflow and reporting.
- Coordinate the evaluation, scope and completion of new development requests.
- Leads Salesforce enhancement projects to drive the continued adoption, development, implementation, and management of the system.
- Complete regular internal system audits and ensure updated system documentation.
**User Adoption and Best Practices**
- Help increase Salesforce adoption and usage in the enterprise.
- Implement, communicate, and measure CRM best practices driving increased adoption and engagement by sales users.
- Spearhead account and opportunity level data quality initiatives.
- Help to ensure sales data quality - working closely with sales management so that data is updated consistently and accurately.
- Act as Quality Assurance liaison whenever necessary as related to new functionality rollout
- Identify and implement methods to improve efficiency in data integrity, data retrieval and utilization.
**Business Process Management**
- Collaborate with cross-functional teams to ensure operational processes are aligned and documented for all teams and systems.
- Identify opportunities to streamline, automate and consolidate processes.
- Explore AI and SaaS technology to solve process gaps and inefficiencies.
- Contribute and facilitate sales excellence initiatives, events, technology, training, and process.
**Qualifications**:
- 5+ years experience working as a sales operations specialist, CRM Analyst or equivalent
- Bachelor’s degree in Business or other related fields.
- Outstanding verbal and written communications skills with the ability to listen, articulate positions, and influence outcomes beyond direct areas of ownership and effectively communicate with both business and technical teams.
- Experience working with cross-functional teams such as Client Services, Product Management, Pricing, Contracts, Implementation, IT, etc.
- Demonstrated ability to translate business needs into custom business solutions on the Salesforce platform.
- Proven ability to design and implement new processes and facilitate user adoption.
- Ability to manage multiple projects and deadlines while delivering consistent results.
- Extreme attention to detail, creative and critical thinking skills.
- Expert knowledge in Excel, Power Point, Word and Visio.
- Experience with AI SaaS tools is a plus.
- Familiarity with Salesforce Einstein AI capabilities is a plus.
- Salesforce Certification(s) preferred, but not required.
**Additional Information**:
**_ This is a permanent home-based role in Costa Rica. No relocation available._**
**Culture at Experian**
**Our uniqueness is that we truly value yours.**
Experian's culture, people, and environments are key differentiators. We take our people's agenda very seriously. We focus on what truly matters; diversity and inclusion, work/life balance, flexible work, development, engagement, collaboration, wellness, rewards & recognitions, volunteering... the list goes on
Our benefits include: Medical, life and dental insurance, Asociacion Solidarista, International Share Save Plan, Flex Work/Work from home, Paid time off, Annual Performance Bonus, Educ
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