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Job Category
Operations
Job Details
About Salesforce
Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword it's a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.
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Salesforce is looking for an experienced Operations Analyst for our CSG ProServ Subcontracting Team team to support and transform our subcontract operations processes and tools. The candidate will work with closely with many internal team in the Customer Success Group (CSG). Internal Resource Management, Operations, Procurement, Professional Services (i.e. Project Managers, Delivery Leaders, etc.), Finance, and our Shared Services teams to source and staff qualified partner candidates to deliver professional services for sold Salesforce projects and programs. This requires new partner onboarding, vendor management, sourcing qualified resources, and managing all back-office systems and processes to support the teams. This candidate should also be comfortable supporting out-of-the-box and custom tools, generating Salesforce reports and dashboards, and have an advanced knowledge of Google Suite of products as well as Microsoft.
Key Accountabilities (Impact)
- Act as a strategic partner to the business in the region, working closely with Account Partners and Regional Delivery Managers, as well as Operations Leadership, to provide guidance based on business intelligence and knowledge of the region
- Work closely with our Partner ecosystem to onboard new partners and develop/maintain good working relationships.
- Demonstrate proven success in making the organization's strategic staffing decisions
- Work closely with internal resourcing and monitor, validate, and route Staffing Contractor resource requests to preferred suppliers with a focus on securing suitable resources and meeting compliance requirements as required
- Coordinate/schedule resource interviews with Partners and project teams
- Attend weekly forecasting/staffing calls
- Support ad-hoc activities and Global initiatives
- Support with subcontractor timecard tracking, PO/work order generation, assignment maintenance and back-end operations support
- Drive improvement projects on a suite of existing applications and tools, including issue identification, data management, and reporting
- Understand how Salesforce tools work, can be configured, and optimized
- Identify issues within existing tools and processes
- Find and evaluate new tools and provide suggestions to the team
- Collaborate with Operations, CSG Professional Services, Sales, and Leadership to identify and implement innovative solutions to increase process efficiency
- Capture the strategic, operational, and tactical business process goals & objectives
- Perform business process assessment of the current state - including technology, experience, business and data
- Identify and optimize the true drivers of financial performance, productivity, customer engagement, and other metrics
- Apply a structured business process architecture approach and methodology for capturing the key views of the enterprise
- Design the future state business process architecture to drive the maximum user experience, productivity, and value to include process flow diagrams, heat maps, data flow diagrams
- Experience working in a fast-paced operational role, with the ability to manage ambiguity, changing priorities, and remain focused on delivering excellent results
- Analyze Salesforce data and generate reports in Salesforce and Excel
- Understand the underlying data architecture supporting CSG and how to use it to report on business performance
- Understand the critical KPIs that drive CSG
- Design innovative reporting solutions to measure KPI performance
- Understand the evolving needs of the business to anticipate and deliver new reports to drive additional business value
- Participate in partner Business reviews
Basic Requirements
- 3+ years of related experience with a Bachelor's Degree and/or business operations experience, with a focus on excellent numeracy skills, services tools, process automation, and/or continuous process improvement
- Strong analytical skills and ability to learn/develop new reporting tools
- Familiarity with CRM and data management
- Strong communication skills, both written and verbal
- Ability to effectively develop and present materials that are appropriate for the audience
- Team player able to lead and work effectively at all levels of an organization with the ability to influence others to move toward consensus
- Strong situational analysis, negotiation, and decision-making abilities
- Ability to multi-task while managing deadlines, perform well under pressure, work independently and as a part of a global team
- Ability to clearly follow processes and procedures and make priority decisions
- Detail and quality-oriented with the desire to quickly learn new concepts, business models, and technologies
- Collaborative; extremely customer-service and team-oriented, especially in a fast-paced and rapidly developing business environment; ability to stay focused
Working conditions
- * Ability to work with various stakeholders under tight deadlines
- Availability to work during US timezone core hours, Global Team
Direct reports
Unleash Your Potential
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be your best, and our AI agents accelerate your impact so you can
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