About the Role
You will build Salesforce pipeline reports, forecasts, and dashboards for leadership. You will perform financial reporting, data modeling, and variance analysis; validate Salesforce data; support opportunity workflows; recommend reporting and automation improvements; and partner with other departments on operational needs.
Requirements
•Bachelor's degree in Finance, Accounting, Business Administration, Economics, Engineering, or a related field
•Five or more years of experience in revenue operations, sales or business-development operations, or financial analysis
•Advanced Salesforce reporting and dashboard proficiency
•Experience with sales or business-development forecasting and financial reporting
•Excel skills including pivot tables and multi-source data analysis
•Experience with NetSuite or a comparable ERP
•Experience leading cross-functional projects
•Must be a U.S. citizen or permanent resident
•Travel up to 10%, including possible overnight travel
Responsibilities
•Build and maintain Salesforce pipeline reports, forecasts, and performance dashboards
•Perform financial reporting, data modeling, and variance analysis
•Extract and validate Salesforce data
•Support opportunity workflows and partner on Salesforce configuration changes
•Recommend workflow, automation, and reporting-infrastructure improvements
•Collaborate across departments on operational needs
Conditions
Salary: $115K - $135K
