Associate Director, Sales Operations

This is a fully remote position, open to applicants in California, +7 more states.

📋 Description

• Assist with the ongoing administration, adoption, and enhancement of Salesforce Nonprofit Cloud.

• Support the testing, documentation, and implementation of system upgrades and process modifications.

• Oversee data quality and perform regular audits to guarantee accuracy and consistency across all records.

• Develop and maintain user manuals, process documentation, and training materials.

• Act as a resource for staff inquiries regarding Salesforce processes and reporting.

• Design and maintain Salesforce reports and dashboards to aid in forecasting, pipeline management, internship placement tracking, and monitoring organizational performance.

• Conduct periodic data audits and deliver actionable insights to the Revenue team leadership.

• Organize and lead Salesforce and business process training sessions for Corporate Partnerships and Program staff.

• Assist in onboarding new employees on CRM processes and reporting tools.

⛳️ Requirements

• Over 3 years of professional experience.

• Proficient in using Salesforce, with a focus on reports and dashboards.

• Experience in supporting business, sales, or program operations.

• Background in facilitating training, developing documentation, or aiding change management initiatives.

• Strong skills in Microsoft Excel.

• Exceptional verbal and written communication skills.

• A collaborative problem solver with a customer service orientation.

• Keen attention to detail and a strong commitment to data quality.

🏝️ Benefits

• Medical, dental, and vision insurance.

• Company-sponsored life and disability insurance.

• Generous paid time off, including vacation, wellness days, and ten company-paid holidays.

• 403(b) retirement savings plan with company matching.

• Communications allowance.

• Flexible work arrangements.