Why We Stand Out

Seeking a new challenge where your professional and personal aspirations are not only possible but supported Kaufman Rossin might be just the place for you!

Kaufman Rossin Professional Services Private Limited's (the Company) offices are located in the World Trade Center (WTC) in Bangalore, Karnataka, India, and at Udyog Vihar, in Gurgaon, Haryana, India.

The Bangalore office provides a range of services, including risk management, corporate governance, tax, assurance, and family office services. Out of the Gurgaon office, we render highly specialized back-office alternative investment services for global hedge funds and related fund types. As one of the top accounting firms in the US, our foundation is people first. In the words of James Kaufman, one of our founders, We prioritize our people, their development, and their well-being. Our values are translated into action every day.

Kaufman Rossin, headquartered in Miami, Florida has been celebrated as the Best Place to Work in South Florida more than a dozen time. The firm has grown to over 700 employees, with offices spanning the tri-county area and, sister entities, Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services.

The Firm is ranked 49th among the top 100 firms in the US by Inside Public Accounting 2023. Internationally, the Firm has offices in Bangalore and Haryana in India and the Ivory Coast in Africa

Think you have what it takes

The Salesforce Sales Operations Specialist partners with professionals to leverage Salesforce as a strategic sales platform. This role focuses on identifying warm prospects and cross-sell opportunities, supporting lead intake and distribution, and guiding professionals in using Salesforce tools, such as Action Plans, Account Plans, and Forecasting, to improve sales execution, increase close rates, and reduce the time required to close opportunities. The ideal candidate combines strong Salesforce expertise with a consultative, people-focused approach.

Requirements

How You'll Contribute:

Sales & Pipeline Support

Run targeted prospecting, cross-sell, and warm-contact reports in Salesforce to support professionals sales efforts
Identify existing relationships, prior engagements, and account activity to surface high-probability opportunities
Partner with professionals to review pipelines, discuss opportunities, define next steps, and identify risks or blockers
Support opportunity lifecycle management to improve pipeline health, forecasting accuracy, and opportunity close rates

Salesforce Enablement & Adoption

Coach professionals on using Salesforce effectively as a sales platform, including Action Plans and Account Plans to drive consistent and repeatable sales execution
Help professionals define and track sales activities, milestones, and next steps using Action Plans
Support Account Planning by helping professionals document goals, key relationships, cross-sell opportunities, and engagement strategies within Salesforce
Meet with teams to review Salesforce data, discuss sales strategies, and reinforce best practices for opportunity management

Forecasting & Performance Visibility

Support Salesforce Forecasting by ensuring opportunities are accurately staged, weighted, and updated
Assist professionals in understanding how their opportunity management impacts forecasts and revenue projections
Monitor pipeline coverage, deal velocity, and forecast trends to identify gaps or risks
Provide insights to sales leadership on pipeline health, forecast accuracy, and areas for improvement

Lead Management & Distribution

Support phone and web lead intake, routing, and distribution to the appropriate professionals
Ensure leads are followed up on promptly and either converted to opportunities or accurately marked as unqualified
Monitor lead-to-opportunity conversion metrics and recommend process improvements
Maintain strong data hygiene across Leads, Accounts, Contacts, and Opportunities

Reporting & Insights

Build and maintain Salesforce reports and dashboards related to pipeline, forecasting, lead conversion, and account planning
Translate Salesforce data into actionable insights to help professionals refine sales tactics and prioritize efforts
Support leadership with visibility into performance trends and sales activity

What Skills You'll Bring:

2+ years of experience supporting sales teams using Salesforce
Hands-on experience with Action Plans, Account Plans, and Salesforce Forecasting
Strong working knowledge of Salesforce Leads, Accounts, Contacts, Opportunities, Reports, and Dashboards
Experience partnering directly with sales or professional services teams to improve sales processes
Strong communication skills with the ability to train, coach, and influence adoption
Detail-oriented, organized, and comfortable managing multiple requests and priorities
Salesforce Administrator certification or progress toward certification
Experience with sales enablement, pipeline management, or revenue operations
Familiarity with lead automation, web-to-lead, or marketing integrations
Experience in a professional service, consulting, or B2B environment

How You'll Stand Out:

Strong attention to detail and accuracy
Ability to manage multiple tasks and deadlines in a fast-paced environment
Collaborative and inclusive team environment

Benefits

Work-Life Balance
People First Company
Hybrid work policy
Working directly with peers in the US

We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.

Sales Operation Specialist