We are seeking a highly analytical and detail-oriented **Sales Operations Specialist** to support our sales organization through Salesforce CRM administration, reporting, data analysis, and operational support. The ideal candidate will have several years of hands-on experience creating and managing **Salesforce.com reports and dashboards**, along with strong experience working with sales data and reporting tools such as **Power BI, Microsoft Access, Microsoft SQL, Tableau**, or similar platforms. This position will work across multiple divisions and/or business units, partnering with sales leadership and other stakeholders to provide accurate reporting, identify trends and opportunities, improve processes, and help drive sales performance. The successful candidate will be both **technically capable and business-oriented**, with the ability to translate data into meaningful information that sales leaders can use to make decisions. **Key Responsibilities** - Develop, maintain, and enhance **Salesforce.com reports, dashboards, and reporting solutions** to support sales leadership and field sales teams. - Analyze sales, customer, pipeline, activity, and operational data to identify trends, opportunities, and areas for improvement. - Support sales operations across **multiple divisions, business units, or companies**, ensuring consistent processes, reporting, and data management. - Partner with sales leaders, sales representatives, service teams, and other stakeholders to understand reporting and operational requirements. - Create and maintain reporting and analytics using tools such as **Power BI, Microsoft Access, Microsoft SQL, Tableau**, Excel, or other business intelligence platforms. - Assist with data validation, cleansing, analysis, and reconciliation to ensure the accuracy and integrity of sales and customer information. - Develop recurring and ad-hoc reports to support forecasting, pipeline management, sales performance, customer activity, and other business initiatives. - Identify opportunities to improve sales processes, reporting capabilities, data quality, and operational efficiency. - Support **Salesforce CRM and Service Cloud** processes and reporting. - Assist with Salesforce data management, including identifying data-quality issues and working with appropriate teams to resolve them. - Support **lead management and marketing/sales processes**, including lead tracking, assignment, conversion, and campaign reporting. - Work with marketing automation platforms such as **HubSpot** or similar systems to support lead and campaign reporting and analytics. - Create documentation and provide training or guidance to users on reporting, Salesforce processes, and sales operations tools. - Handle multiple projects and priorities while maintaining a high level of accuracy and responsiveness. **Required Qualifications** - **3+ years of experience in Sales Operations, Sales Support, Business Operations, or a related field.** - Several years of hands-on experience creating **Salesforce.com reports and dashboards**. - Demonstrated experience working with **Salesforce CRM**, with experience in **Salesforce Service Cloud** strongly preferred. - Direct experience supporting sales organizations across **multiple divisions, business units, or companies**. - Strong analytical and problem-solving skills with the ability to work with large amounts of data. - Experience with one or more business intelligence and reporting tools such as: - Microsoft Power BI - Microsoft Access - Microsoft SQL / SQL Server - Tableau - Advanced Microsoft Excel - Other data analytics or reporting platforms - Excellent written and verbal communication skills. - Ability to work effectively with sales leadership, field sales teams, technical teams, and other business stakeholders. - Strong attention to detail and a commitment to data accuracy. - Ability to translate business requirements into practical reporting and analytical solutions. **Preferred Qualifications** - Experience with **HubSpot or another marketing automation platform**. - Experience with **Lead Management and Campaign Management**. - Experience integrating or reconciling data between Salesforce and other business systems. - Salesforce reporting and analytics experience across multiple Salesforce objects and business processes. - Experience supporting sales forecasting, pipeline management, sales performance reporting, or territory/account management. - Experience developing Power BI or Tableau dashboards for executive and sales leadership. - Experience with SQL queries and relational databases. - Salesforce certifications are a plus. **Key Competencies** The successful candidate will demonstrate: **Salesforce Expertise** - Strong practical knowledge of Salesforce reporting, dashboards, CRM processes, and data. **Data & Analytics** - Ability to analyze complex data and turn it into clear, actionable business information. **Business Acumen** - Understanding of how sales organizations operate and how sales operations can support revenue growth and productivity. **Communication** - Excellent written and verbal communication skills, with the ability to communicate effectively with both technical and non-technical audiences. **Problem Solving** - Ability to investigate data and process issues, identify root causes, and develop effective solutions. **Collaboration** - Ability to work across multiple divisions, teams, and levels of the organization. **Attention to Detail** - Strong focus on accuracy, consistency, and data integrity. **Continuous Improvement** - Ability to identify opportunities to improve processes, reporting, systems, and the overall effectiveness of sales operations. **What Success Looks Like** Success in this role will be demonstrated by the ability to: - Provide sales leadership with **accurate, timely, and actionable reporting**. - Become a trusted resource for **Salesforce reporting and sales data**. - Improve the quality and usability of sales information across multiple divisions. - Reduce manual reporting and improve reporting efficiency through automation and better processes. - Help sales leaders better understand pipeline, performance, customer activity, and business trends. - Support consistent sales operations processes across the organization. - Serve as a strong bridge between **sales, operations, technology, and data**. #flowcontrolgroup #LI-KE #FCG-m #manycompaniesoneteam