Job description
Job Summary
Supports US Markets Commercial Operations by keeping Salesforce data accurate, providing reliable reporting, and ensures quotes and deals are moving on time. You will partner directly with the NAM Commercial Operations Leader and work closely with the Sales Leaders in US and the Salesforce Architects. You will be the day-to-day contact for the NAM Sales teams.
PLEASE NOTE:
A successful candidate can sit anywhere in the United States however this role will provide coverage through approximately 4:00-4:30 PM Pacific Time. You must be comfortable structuring your workday around this window.
Essential Duties and Responsibilities
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Build, maintain, and improve Salesforce reports and dashboards for US pipeline, forecast, bookings, campaigns, and compensation inputs.
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Maintain data hygiene across accounts, contacts, opportunities, and leads for the NAM business through regular reviews and corrections.
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Provide the NAM Sales team with any Salesforce support as needed to effectively manage deals and pipeline.
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Provide quoting support in Salesforce CPQ: quote accuracy, approvals routing, and pricing and discount compliance.
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Follow up with NAM Sales teams on deal status, close dates, and required updates so the forecast stays reliable.
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Update campaign leads and support the lead-to-opportunity handoff with Marketing.
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Support the Commercial Operations Leadership with ad hoc analysis, NAM sales compensation data validation, and market performance reviews.
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Log and escalate Salesforce issues and enhancement requests to the Salesforce Architects, with clear requirements.
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Document reporting definitions, field standards, and recurring processes.
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PLEASE NOTE: This is not an exhaustive list of all duties, responsibilities and requirements of the position described above. Other functions may be assigned and management retains the right to add or change duties at any time.
Requirements
Minimum Qualifications, Education and Experience
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Bachelor's degree in Business, Analytics, Information Systems, or a related field.
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3-5+ years in sales analytics, sales operations, or CRM reporting.
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Strong Salesforce reporting and dashboard skills.
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Working knowledge of CPQ and CLM processes (critical for this role).
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Advanced Excel skills.
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Strong attention to detail and data-quality discipline.
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Clear communicator who can follow up firmly and diplomatically with Sales teams.
Quality Standards
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Communicates, cooperates, and consistently functions professionally and harmoniously with all levels of supervision, co-workers, visitors, and vendors.
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Demonstrates initiative, personal awareness, professionalism and integrity, and exercises confidentiality in all areas of performance.
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Follows all local, regional and country laws concerning employment.
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Follows all DeepHealth policies and procedures.
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Follows data privacy, compliance, safety and confidentiality standards at all times.
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Practices universal safety precautions.
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Promotes good public relations on the phone and in person.
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Adapts and is willing to learn new tasks, methods, and systems.
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Reports to work regularly as scheduled; consistently punctual with respect to working hours, meal and rest breaks, and maintains satisfactory personal attendance in accordance with DeepHealth guidelines.
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Completes job responsibilities in a quality and timely manner.
Travel
This position requires domestic / international travel up to 10%.
Working Environment
Remote
Originally posted on Himalayas
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