Sales Process Specialist

hace 1 semana


San Francisco, Heredia, Costa Rica Experian A tiempo completo

**Company Overview**

About Experian, a global information services company unlocking data to create opportunities for consumers, businesses, and society.

We're thrilled to be named one of the 100 Best Companies to work for by FORTUNE and a 'World's Most Innovative Company' by Forbes Magazine.

We prioritize our culture, seeking passionate team members who value collaboration and innovation.

As a key member of our sales operations team, you'll improve integration of business processes within our Salesforce instance and other systems.

This role will work closely with users across the business to enhance functionality and integration of business processes and systems.

**Responsibilities**

- Understand business needs and leverage Salesforce capabilities to solve 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.

- Lead Salesforce enhancement projects to drive 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.

- Ensure sales data quality by working closely with sales management to update data consistently and accurately.

- Act as Quality Assurance liaison when necessary for new functionality rollout.

**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 to 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 related fields.

- Outstanding verbal and written communications skills with the ability to listen, articulate positions, and influence outcomes beyond direct areas of ownership.

- 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, PowerPoint, 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.

**Benefits**

We offer a range of benefits including medical, life, and dental insurance, Asociacion Solidarista, International Share Save Plan, Flex Work/Work from home, Paid time off, Annual Performance Bonus, Education Reimbursement, Family Bonding, Bereavement Leave, Referral Program, and more.



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