Sales Support Associate
Supports sales operations through Salesforce administration, data maintenance, case triage, account research, reporting, and process automation. The role requires sales operations experience, strong SQL and BI skills, advanced Excel, and familiarity with sales productivity and case-management tools.
About the job
Responsibilities
- Maintain and clean sales data, including account hierarchies, duplicate accounts, contact records, cloud organizations, and territory assignments.
- Provide Tier 1 support through the Sales Operations case queue, including case triage, resolution, responses, and escalation to Salesforce administrators or other teams.
- Support Sales Support functions such as Deal Desk, Commissions, and Support Operations.
- Administer users in sales tools, including activation and deactivation.
- Identify trends in issues and requests and recommend improvements to processes, tools, and training.
- Configure Salesforce and other sales tools, including territory management and user hierarchy systems.
- Identify and qualify new accounts for global territory bullpens.
- Research accounts and executives to create pipeline-generation reports and target lists.
- Analyze data to identify trends, patterns, and insights.
- Write SQL queries to automate manual processes.
- Create Sigma and Tableau dashboards.
- Analyze code segments and work with internal customers across time zones.
- Create requirements documentation, project timeline estimates, UAT scenarios, and automation release plans.
- Produce SOP documentation and adapt to shifting priorities and variable request volumes.
Requirements
- Bachelor’s degree or higher in Operations, Business, Project Management, Engineering, or a related discipline.
- At least 2.5 years of sales operations experience preferred.
- Three years of SQL experience.
- Strong Salesforce knowledge, including accounts, contacts, leads, and opportunities.
- Experience with large-volume data and sales-cycle processes and segmentation.
- Advanced Excel and Macros proficiency.
- Strong SQL and business intelligence automation skills.
- Good data warehouse knowledge.
- Critical thinking, problem-solving, troubleshooting, analytical, and attention-to-detail skills.
- Process- and business-oriented mindset.
- Strong problem identification, articulation, stakeholder-management, and customer-service skills.
- Collaborative, proactive, adaptable, and open to feedback.
Nice to Have
- Experience with Data Loader, Demand Tools, Workbench, or similar bulk-update tools.
- Knowledge of ZoomInfo, InsideView, Crunchbase, LeadIQ, or Cognism.
- Experience with Salesforce, Zendesk, Jira, or similar case-management systems.
- Experience with Sigma or Tableau.
- Experience creating documentation and supporting UAT and automation releases.
Compensation and Benefits
- Competitive salary and equity.
- Company-standard MacBook.
- Comprehensive health, dental, travel, and life insurance.
- 20 weeks of paternity leave and 26 weeks of maternity leave.
- Cabs provided for the 2:00 PM–10:00 PM shift.
Skills
Salesforce, SQL, Tableau, Sigma, Excel, Macros, Salesforce Data Loader, Demandtools, Workbench, ZoomInfo, Jira, Zendesk, Data Warehousing, Uat
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