Sales And Marketing Operations Manager

Sales and Marketing Operations Manager (Hybrid) 

In this role, you will: 

Salesforce Administration 

• Assume responsibility for all user and license management aspects, including new user setup, user deactivation, roles, profiles, permissions, public groups, and sharing rules. 
• Conduct all Salesforce configuration changes, including Workflow, Process Builder, Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, customer settings, mobile administrations, dashboards, and reports. 
• Create a Salesforce platform roadmap by defining priorities through liaising with stakeholders.   
• Draft, gather, and review all technical documentation.
• Ensure user compliance with data entry standards for accuracy and timeliness. 
• Identify and gather requirements for translation into best practice, scalable solutions with a focus on exceptional user experience. 
• Identify unused or underutilized platform features. 
• Manage application integration and third-party suppliers. 
• Manage data to improve Salesforce data quality and implement rules and automation as  
• Manage user support tickets.
• Monitor and improve user adoption; own platform changes communication to end users and stakeholders and provides new user and ongoing user training. 
• Perform proactive system maintenance, including ongoing integration and optimization of other software platforms, release update integration, and perform security reviews under oversight from Information Technology.

 Marketing Operations Support

• Optimize the marketing technology stack to improve workflow, leverage automation, and analyze data. The Tech stack includes HubSpot, Salesforce, Outreach, ZoomInfo, and other social and web platforms.
• Ensure data is synced seamlessly between HubSpot and Salesforce for accurate and up-to-date attribution, lead management, and reporting.
• Work cross-functionally to optimize and maintain an automated sales outreach process initiated in HubSpot and shared with Salesforce.
•  Manage HubSpot user flows and setup, including list creation and segmentation, to improve engagement and maintain data hygiene standards.
•  Set up tools to enable quality leads and automate sales processes.
• Ensure proper utilization and training of Marketing Technology tools by all relevant teams.

 To be effective in this role, you have to:  

• Ability to collaborate with all company levels and across all company functions. 
• Ability to learn new systems and tools when required. 
• Certification as a Salesforce Administrator.
• Excellent presentation, verbal, and written communication skills.
• Proven experience designing scalable, best-practice
• Proven experience in change management and governance, implementing Salesforce
  configuration changes, training end users and stakeholders, and translating requirements into technical solutions.  
• Strong Salesforce product knowledge with at least 5+ years of Salesforce hands-on
  administration experience 
• Ability to integrate other software platforms with Salesforce (ex. HubSpot)
• Demonstrate robust technical skills, including the ability to create dynamic lists, build journeys, and map workflows based on rules and audience behaviors.
• Showcase experience implementing and leveraging lead scoring to automate the lead hand-off process.
• Display robust analytics, testing, and experimentation skills, utilizing data-driven insights to shape effective strategies and campaigns.
•  CPQ implementation and administration experience a plus.