To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.
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.
Ready to level-up your career at the company leading workforce transformation in the agentic era You're in the right place! Agentforce is the future of AI, and you are the future of Salesforce.
The CSG ProServ Subcontracting team at Salesforce is looking for a skilled Operations Analyst to support our invoice reconciliation/approval process, work orders, system audits and support our Subco processes and tools. The candidate will work closely with CSG ProServ Subcontracting Team, Accounts Payable, Procurement, Finance, Shared Services teams and Partners to streamline the invoice reconciliation process and manage 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)
- Work closely with the Global Subcontracting Operations Team, Accounts Payable, Procurement and Partners to provide guidance and support on invoice reconciliation, work order
- Support with subcontractor timecard tracking, PO/Work Order generation, assignment maintenance etc.
- Support Ad-hoc activities and global initiatives
- Analyze Salesforce data and generate reports in Salesforce and google sheets
- Understand the underlying data architecture supporting CSG and how to use it to report on business performance
- Understand and analyze error and trace them back to the root cause
- Understand the evolving needs of the business to anticipate and deliver new reports to drive additional business value
- Become a subject matter expert on the Professional Services Automation (PSA) tool, providing insights and guidance to improve team performance
- Develop, create, and disseminate operations reports and dashboards using tools such as Salesforce, Coupa, Excel, Sheets, and Quip to enhance management visibility and support informed decision-making
- Coordinate the submission of work orders, purchase requisitions, and purchase orders, utilizing platforms such as Salesforce, DocuSign, Coupa, MS Word
- Troubleshoot daily operational issues, ensuring smooth subcontracting processes and maintaining high data cleanliness through regular audits
Basic Requirements
- 3+ years of management consulting and/or business operations experience, with a focus on services tools, process automation and/or continuous process improvement
- Experience of working in a fast-paced operational role, with the ability to manage ambiguity, changing priorities and remain focused on delivering excellent results
- Strong analytical skills and ability to learn/develop new reporting tools.
- Knowledge of Salesforce CRM and data management
- Strong communication skills, both written and verbal
- 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 team
- 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
- Bachelor's Degree and/or business operations experience with focus on subcontracting
Working conditions
- Ability to work with various stakeholders under tight deadlines
- Availability to work during US timezone core hours, Global Team
Unleash Your Potential
When you join Salesforce, you'll be limitless in all areas of your life. Our benefits and resources support you to find balance and
be your best, and our AI agents accelerate your impact so you can
do your best. Together, we'll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future but to redefine what's possible for yourself, for AI, and the world.
Accommodations
If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form.
Posting Statement
Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that's inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.
