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Mid-level generalist operations role in metro with broad skills and known global brand drives high candidate competition.
Requires Salesforce and renewal process experience, somewhat transferable but favors SaaS or sales-operations backgrounds.
Explicit 4–6 years requirement plus mandatory Salesforce, Excel, and BI skills creates high shortlisting strictness.
Manage and maintain accurate Salesforce and related business system data across the customer lifecycle.
Support operational processes including renewals, quotes, orders, contract tracking, and post-sale audit to ensure clean revenue reporting compliance.
Collaborate with cross-functional teams (Sales, Customer Success, Finance, Legal) to resolve operational issues, improve processes, and handle high-volume transaction processing especially during quarter-end.
4-6 years of experience in Sales Operations, Business Operations, Reporting, Data Administration, or similar analyst roles.
Bachelor's degree in Business Administration, Commerce, Information Systems, Computer Science, Analytics, or related field.
Strong Microsoft Excel skills (lookups, pivot tables, data validation) and experience with Salesforce CRM or similar CRM systems.
Experience with Power BI, Tableau, or similar reporting tools.
Experienced in operational data management and reporting in a fast-paced, high-volume sales or business operations environment.
Comfortable working cross-functionally with Sales, Finance, Legal, and Customer Success teams to support revenue recognition and contract management processes.
Detail-oriented with strong analytical skills to ensure data accuracy, compliance, and process improvement initiatives.