Salesforce Operations Manager

Job Description

The Salesforce Operations Manager is the main contact point for Salesforce operations, owning the maintenance, implementation, and configuration of Salesforce.

This role will partner cross-functionally, serving as a subject matter expert capable of providing technical support to ensure end user effectiveness and generating data-based insight strategic recommendations.

This role will streamline and enhance business operations at Appcast, positioning Salesforce as a driver of business growth.

Job Responsibilities :

Salesforce Operations :

• In collaboration with senior leaders, execute a comprehensive Salesforce strategy that aligns with company objectives, ensuring the platform supports and enhances business processes.
• Lead Salesforce-related projects, from initial scoping and planning to execution, ensuring timely delivery and successful outcomes.
• Serve as the primary point of contact for Salesforce initiatives, collaborating with senior management, sales, delivery, COE, marketing, and other departments to gather requirements and provide solutions.
• Evaluate and recommend Salesforce products and features to improve productivity, efficiency, and customer engagement.
• Provide training and support to end-users, ensuring they have the skills and knowledge to effectively use Salesforce and connected systems.
• Stay updated with the latest Salesforce trends, tools, and best practices, and ensure the team is equipped with relevant certifications and training.

Salesforce Implementation & Optimization :

• Oversee the implementation and configuration of Salesforce, ensuring it meets the specific needs of the business.
• Optimize and enhance Salesforce workflows, processes, and integrations, focusing on continuous improvement and best practices.
• Work closely with legal and other internal stakeholders to ensure data integrity, security, and compliance within Salesforce.

Connected Systems & Integration :

• Collaborate with the Financial Operations Manager and other department heads to ensure connected systems, such as FinancialForce, work harmoniously with Salesforce, addressing any technical issues or challenges.
• Manage the installation, configuration and integration of Salesforce with other business systems (e.g., CPQ, Appcast Portal, Hubspot, Outreach, ZoomInfo, LeanData, etc), ensuring seamless data flow and process alignment.

Reporting & Analysis :

• Develop and manage dashboards, reports, and analytics within Salesforce, providing actionable insights to key stakeholders.
• Monitor Salesforce performance and usage, making data-driven recommendations to optimize processes and improve outcomes.
• Collaborate with business units to define and track KPIs, ensuring Salesforce is a driver of business growth.

Qualifications

• Proficient with Lightning, Salesforce CPQ (Configure, Price, Quote), Outreach, ZoomInfo or other platforms that integrate with Salesforce
• Skilled in stakeholder engagement and cross-functional collaboration across diverse business units.
• Expertise in mapping processes and systems to align with the end-to-end customer journey.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Knowledge of best practices in data management and data security.

Education and Experience

• Bachelor's degree in a related field or equivalent work experience.
• 7+ years' experience working in Revenue, Sales or Business Operations.
• 3+ years of experience as a Salesforce Certified Administrator with a deep understanding of the platform's features and capabilities.
• Proven experience in Salesforce strategy, implementation, and optimization, with a strong understanding of Salesforce architecture and best practices.
• Previous experience managing Salesforce projects including defining project scope, creating a project plan, resource management, monitoring and controlling, and closing projects.

Travel Requirements

Travel for this position will be required as needed to attend internal meetings.

Supervisory Responsibilities

This position does not supervise others.

Additional Information

Appcast recognized as one of Inc Magazine's "Best Workplaces" for 2024!

• We’re the best at what we do. We’re the global leader in programmatic recruitment advertising. With advanced technology, unmatched market data and a team of the industry’s best recruitment marketers.
• We have an amazing culture driven by great people. Headquartered in Lebanon, N.H. with offices in the U.S., Canada and Europe, Appcast is part of the Stepstone group.

To better understand our company culture, read and check out on our website.

We take care of our employees. We're dedicated to creating an inviting environment where individuals from diverse backgrounds can thrive and develop.

We believe in providing competitive compensation and comprehensive benefits, ensuring our team can support their loved ones and one another.

We enjoy fostering a sense of community through dedicated employee networks, fun gatherings, delicious food, and even welcoming furry friends into our workspace.

We live our values each day including volunteering and giving back to our communities.