Manage and execute data updates across Salesforce using Data Loader (Leads, Opportunities, Accounts, Contacts, custom objects) Maintain data integrity, perform data hygiene, and support data migration efforts
Execute opportunity splits, leakage/reverse leakage tracking, and billing-related object creation
Support Billing Automation Project by creating and maintaining billing-related objects (e.g., invoiced customers, uplift objects) · Own order management workflows and ensure accurate system updates tied to invoicing and bookings
Partner with RevOps leadership to improve billing processes and operational efficiency
Build and maintain Salesforce reports and dashboards based on prioritized business needs
Fulfill ad hoc reporting and Smartsheet requests independently
Support data visualization and reporting needs for pipeline and operational insights
Own Smartsheet workflows, including building, maintaining, and fulfilling incoming requests
Manage Gong-related support requests, troubleshooting, and stakeholder communication
Provide operational support for marketing workflows (e.g., nurture status, Marketo-related processes)
Develop and maintain SOP documentation for key processes and systems
Support enablement efforts, including training delivery for new tools and process rollouts
Partner with stakeholders to ensure adoption of new workflows and operational best practices
Support Pipeline Council activities (reporting, dashboarding, data preparation)
Assist with Salesforce enhancements and process implementations as needed
Contribute to continuous improvement initiatives across RevOps
Requirements
Intermediate proficiency in Salesforce (reporting, dashboards, object management)
Experience using Salesforce Data Loader for bulk data operations