the RoleWe are seeking a highly skilled Salesforce Engineer with strong technical expertise in Salesforce administration configuration data management CRM process improvement and revenue-related Salesforce solutions.
The ideal candidate has hands-on experience working extensively in Salesforce and is comfortable managing complex datasets improving CRM processes configuring Salesforce functionality and maintaining accurate reliable sales data.
Experience with Salesforce CPQ and Revenue Cloud is required along with the ability to support complex quoting pricing and revenue processes within Salesforce.
This role requires strong Salesforce expertise technical proficiency attention to detail and the ability to work within structured processes.
Key Responsibilities
Salesforce Data Management & Cleanup
- Audit maintain and clean Salesforce data including accounts contacts and opportunities.
- Identify and resolve duplicate incomplete and inconsistent records.
- Standardize fields naming conventions data structures and pipeline information.
- Support CRM consolidation migration and data cleanup initiatives.
- Maintain data accuracy and integrity across Salesforce.
CRM Configuration & Process Implementation
- Configure Salesforce objects fields workflows and related CRM functionality.
- Implement and maintain CRM processes based on defined business requirements.
- Configure and support Salesforce CPQ and Revenue Cloud functionality.
- Support quoting pricing product and revenue-related processes within Salesforce.
- Support customer segmentation and Ideal Customer Profile (ICP) structures.
- Improve pipeline management reporting and data quality processes.
- Troubleshoot Salesforce-related issues and recommend practical solutions.
Revenue & GTM Operations Support
- Support revenue and go-to-market (GTM) operational processes.
- Assist with reporting forecasting and revenue planning workflows.
- Build and maintain Salesforce dashboards and operational reports.
- Support CPQ and Revenue Cloud processes related to quoting pricing and revenue operations.
- Help improve CRM processes to support accurate and reliable revenue data.
- Collaborate with relevant teams to identify opportunities for process improvement.
Documentation & Operational Support
- Create and maintain documentation and SOPs for CRM processes and workflows.
- Document Salesforce CPQ and Revenue Cloud processes and configurations as needed.
- Promote consistent Salesforce usage and data-management practices.
- Follow established procedures while identifying opportunities to improve efficiency.
- Support ad hoc CRM sales operations and RevOps initiatives as needed.
Required Qualifications
- Strong hands-on Salesforce expertise is required.
- Hands-on experience with Salesforce CPQ is required.
- Experience with Salesforce Revenue Cloud is required.
- Solid understanding of Salesforce fundamentals including objects reporting data management and data hygiene.
- Experience configuring and supporting Salesforce CRM processes and workflows.
- Advanced proficiency in Microsoft Excel or Google Sheets.
- Strong technical and analytical problem-solving skills.
- High attention to detail and accuracy when working with large datasets.
- Ability to follow structured processes and document workflows clearly.
- Strong organizational and communication skills.
- Ability to work independently in a remote environment.
Preferred Qualifications
- Experience in Revenue Operations (RevOps) or Go-to-Market (GTM) Operations.
- Experience supporting sales or revenue teams in a high-growth environment.
- Experience with CRM migrations consolidations or integrations.
- Experience supporting complex quoting pricing product configuration or revenue processes.
- Familiarity with automation and workflow tools such as Zapier Clay or similar platforms.
- Experience developing or improving CRM processes and reporting frameworks.
What Were Looking For
Were looking for someone who is highly proficient in Salesforce experienced with CPQ and Revenue Cloud technically capable detail-oriented and comfortable working with data and CRM processes.
The successful candidate should be able to take ownership of Salesforce-related tasks identify data or process issues and implement practical solutions while maintaining accuracy and consistency. They should also be comfortable supporting quoting pricing revenue and GTM processes within Salesforce including Salesforce CPQ and Revenue Cloud.
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