Salesforce Operations Lead
Sage
Salesforce Operations Lead
Job Description:
As the Salesforce Operations Lead, you will be responsible for managing CRM requirements, solution design, stakeholder engagement, and day-to-day support for both the GMO and Intacct Salesforce instances across North America. This role plays a key part in advancing our digital transformation by optimizing sales and operational efficiency through effective use of Salesforce. You’ll collaborate with cross-functional teams to streamline processes, drive user adoption, and improve data quality. In partnership with regional and functional leaders you will ensure initiatives align with strategy and are executed to support scalable growth.
Key Responsibilities:
• Collaborate with Sales, IT, and Business teams to capture comprehensive sales and service requirements for Salesforce (GMO and Intacct instances) in alignment with business objectives.
• Ensure the Salesforce solution is designed to meet both the immediate and long-term needs of the business.
• Develop and distribute enablement and communication materials to increase user adoption of Salesforce across North America.
• Conduct training sessions and workshops to ensure users are proficient in utilizing Salesforce effectively.
• Assist in managing the Salesforce backlog by prioritizing and tracking requests, issues, and enhancements for both GMO and Intacct instances.
• Work closely with development teams to ensure timely delivery and resolution of backlog items.
• Collaborate with the IT team to support the delivery of Salesforce enhancements, including conducting user acceptance testing (UAT) and ensuring knowledge sharing across the team.
• Track and update progress in Jira to ensure alignment with project timelines.
• Assist in gathering Business As Usual (BAU) requirements, ensuring that all needs are documented, prioritized, and implemented effectively.
• Work closely with the business teams to prioritize and manage ongoing requests and improvements.
• Ensure that global Salesforce processes, methodologies, and best practices are followed and effectively implemented across North America.
• Promote standardization and optimization of processes to drive efficiency and improve sales operations.
• Measure results and capture key deliverables to assess the impact and success of Salesforce initiatives.
• Provide insights and recommendations for continuous improvement based on performance data.
Qualifications:
• Strong Salesforce expertise is a must
• Prior Salesforce training and enablement experience is ideal
• Salesforce Administrator Certificate
• Proven track record of successfully managing projects
• Demonstrated ability to quickly understand complex problems and develop effective solutions.
Plenty of perks:
• Competitive salaries that landed us top 5% of similar sized companies (according to Comparably)
• Comprehensive health, dental and vision coverage
• 401(k) retirement match (100% matching up to 4%)
• 32 days paid time off (21 personal days, 10 national holidays, 1 floating holiday)
• 18 weeks paid parental leave for birth, adoption or surrogacy offered 1 year after start date
• 5 days paid yearly to volunteer (through Sage Foundation)
• $5,250 tuition reimbursement per calendar year starting 6 months after hire date
• Sage Wellness Rewards Program ($600 wellness credit and $360 fitness reimbursement annually)
• Library of on-demand career development options and ongoing training offerings
What it’s like to work at Sage:
Careers homepage -https://www.sage.com/en-us/company/careers/
Glassdoor reviews -https://www.glassdoor.com/Reviews/Sage-Reviews-E1150.htm
LinkedIn page -https://www.linkedin.com/company/sage-software
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Function:
Routes to Revenue
Country:
United States
Office Location:
Atlanta;Lawrenceville
Work Place type:
Hybrid
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Our colleagues are the best of the best. Because to achieve extraordinary outcomes, we need extraordinary teams. This means infusing Sage with people who knock down barriers, continuously innovate, and want to experience their potential.
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Learn more about DEI at Sage:sage.com/en-us/company/careers/diversity-equity-and-inclusion/
Equal Employment Opportunity (EEO)
Sage is committed to Equal Employment Opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities.
In order to provide equal employment and advancement opportunities to all individuals, employment decisions at Sage will be based on merit, qualifications, and abilities. Sage does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, protected disability, veteran status, sexual orientation, gender identity, genetic information, or any other characteristic protected by applicable law.
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