Sales Operations Analyst And Salesforce Administrator

WorkBoard

Work with purpose.

WorkBoard's mission is to help companies and the people in them achieve their best results. We pioneered the Enterprise Results Management solution category so leaders can communicate strategy and align efforts well in a faster changing world, and so team members are energized by the purpose and impact of their work. Our customers drive faster growth and competitive advantage because they have higher alignment, real-time transparency, and sharper focus on the results that matter. Companies like Cisco, Microsoft, Juniper, Workday, 3M, Zuora, Anthem, Humana, and many others use WorkBoard's platform, expert services, and professional certification programs to achieve their ambitious vision.

WorkBoard has built a clear lead in the space – it is the size of all the other OKR app providers combined, in large part because its founders and team members are experienced company builders focused on true, differentiated value for our customers. WorkBoard is backed by top-tier venture investors including Andreessen Horowitz, GGV Capital, Microsoft's M12 Fund, SoftBank Investment Advisers, and Workday Ventures.

THE OPPORTUNITY

WorkBoard is seeking a Sales Operations Analyst & Salesforce Administrator to support our rapidly growing sales team in a collaborative and dynamic environment. The ideal candidate will have a solid understanding of SaaS sales cycles, key performance indicators (KPIs), data & territory analysis, and sales dashboard creation. This role will report to the VP of Sales Operations, and will work closely with Sales leadership, our Growth & Marketing teams, the Customer Success organization, and our Finance department, as well as providing end-user support to the full Salesforce.com org.

What You'll Do:

• Track, analyze and optimize key metrics around pipeline, forecasting, revenue reporting, deal velocity, territory planning, and more

• Develop customized reporting and dashboards for all levels of the company, to support individual account executives up through the C-suite

• Identify key metrics specific to the WorkBoard sales cycle and process which will measure success and accelerate sales velocity

• Proactively research and identify process gaps and suggest [mitigation strategies]

• Document internal system and processes and develop training materials for new hire onboarding

• Serve as primary system administrator for one instance of Salesforce with multiple customizations and integration points

• Manage Salesforce security including roles, profiles, sharing rules, workflows and groups.

• Communicate with end-users and product managers to understand business requirements and convert them into effective solutions

• Create custom workflows, reports and dashboards, configure the system, monitor and troubleshoot any reported issues

• Develop system hygiene requirements and proactively maintain database integrity

COMING IN

• 5+ years of experience in Sales Operations or Business/Financial Analysis demonstrating strong quantitative and qualitative analytical abilities

• 3+ years of hands-on experience with Salesforce configuration and admin related work

• Excellent customer service and communication skills, including strong ability to determine customer needs and provide appropriate solutions

• A self-motivated individual with a strong work ethic & exceptional attention to detail

• Salesforce Certified Administrator

• Strong proficiency in Excel & Powerpoint

• Experience in a fast-paced, rapidly changing environment a plus

WITHIN ONE MONTH YOU'LL

• Attend new-hire immersion training to build a deep understanding of our buyer, their pain points, our methodology, and how we work as a team

• Deep dive with Sales to understand their process, tools, and pain points

• Meet with the Finance, Marketing, Growth, and Services teams

• Gain familiarity with WorkBoard's Salesforce instance + integrated systems

WITHIN THREE MONTHS YOU'LL

• Be hands on with reporting, dashboarding, and general user requests in SFDC

• Provision new users on SFDC and other sales systems and tools

• Lead thoughtful analysis evaluating key drivers and metrics, and partner on driving operational efficiencies

• Provide insight and suggestions on process improvements around forecasting, pipeline management, KPIs, territory management, etc

WITHIN SIX MONTHS YOU'LL

• Own reporting, dashboarding, and most user and interface requests in SFDC

• Be a strategic partner to the Sales Ops and Sales Management leaders

• Proactively seek out opportunities to make improvements to our process, tools, integrations, and systems

• Provide capacity models, forecasting, and analysis to the leadership team

• Be a subject matter expert for all things SFDC and sales support

  
  

OUR VALUES - WE LIVE BY THE 4 H'S

Humble experts ~ Hungry for the opportunity ~ Intellectually honest ~ Operating as one happy team

A FEW OF OUR AWESOME BENEFITS

• Flexible PTO & sick days

• Paid holidays

• Health insurance

• 401K with employer matching

• Quarterly All-Hands Meetings

• And much more!

THE WORKBOARD STORY

WorkBoard provides a powerful, modern results platform to help companies achieve their growth plans. Unlike most enterprise software, our solution is important to every employee, so we strive to set the high bar for capabilities that delight and enable everyone to be more successful at work. WorkBoard is strategic to companies and personally relevant to the people that work in them.

We are proud to be an equal opportunity workplace committed to building a team culture that celebrates learning, diversity and inclusion. If you're hungry to grow your skills while growing a company, your sense of urgency matches the size of our market opportunity, and you value and enable team mates' contributions, then come join us!