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Salesforce Administrator/Senior Analyst, Sales Operations

Marketing | Remote - US | Full Time

Job Description

About Taulia:

Taulia delivers working capital solutions that make it easy for businesses to free up cash, accelerate payments and improve supply chain health.

Since founding in 2009, we’ve envisioned a world where every business thrives by liberating cash. Today, our team of financial gamechangers have built a network connecting 2 million businesses and processes more than $500 billion every year.

Through a unique combination of its technology platform, people and process, Taulia helps companies access the value tied up in their supply chain by transitioning from inefficient and often manual working capital management practices into technology-led, working capital optimization strategies.

Using our state-of-the-art platform, businesses now have the option to choose when and how to pay and get paid. It sounds simple. But our painless process provides both buyers and suppliers the chance to skyrocket their cash - cash to fuel economic growth all over the world. It’s win-win for everybody.

About the Job:

As a Salesforce Admin/Sr. Analyst of Sales (Revenue) Operations you will be responsible for developing and measuring Sales, Marketing and Customer Success metrics.  You will have a tremendous opportunity to make a positive impact with a rapidly growing company and to work collaboratively with cross-functional stakeholders.  You have a strong Salesforce functional and technical skill set, ability to prioritize multiple work streams, communicate well with key stakeholders, execute in a fast paced environment, drive towards simple solutions to complex problems, and be eager to learn.


  • Experience with supporting sales and marketing teams.

  • Prior experience with Salesforce CRM, preferably Salesforce Lightning. 

  • Salesforce Administrator Certification a plus, but not required.

  • 4-6 years of sales operations and/or financial operations experience.

  • Highly analytical and process oriented.

  • Able to both think strategically and execute tactically to drive results.

  • Ability to work effectively in a remote team environment to establish and maintain cooperative working relationships with internal and external working partners.

Essential Duties and Responsibilities:

  • Partner with internal business organizations (Marketing, Sales, Inside Sales, Operations, Product Management, IT, and Finance, etc.) to evaluate business KPIs that ultimately lead data-driven decisions.

  • Document and implement best practices on maintaining, developing and extending the use of Salesforce.

  • Design, test, implement and standardize system Dashboards, Reports, Page Layouts, Processes and Workflows in Salesforce CRM and analytics tools.

  • Understand existing tech stack and managed package integrations with Salesforce CRM and provide recommendations on improvements.

  • Ability to interpret customer needs and translate them into understandable written requirements or action items

  • Drive improvement, efficiency, and effectiveness into all dashboards and KPIs.

  • Provide ad hoc training to Salesforce users to help expand knowledge and adoption of Salesforce’s capabilities.

  • Monitor Salesforce CRM environment to maintain clean hygiene within the system to ensure accurate reporting of data.

  • Create Quarterly Business Review recaps seasonally to support Sales needs and present internally.

  • Partner with sales managers and marketing to refine lead qualification process, analyze and report on campaign performance with reporting and dashboards.

  • Identify and eliminate sales process bottlenecks and inconsistencies. Optimize sales and operational efficiency through innovative thinking, process improvement and system enhancements and best practice sharing.

  • Demonstrate overarching perspective of company sales strategies, departmental structure, and overall revenue growth.

Taulia is an Equal Opportunity Employer --Minority / Women / Disability / Veteran / Gender Identity / Sexual Orientation / Age. 

If you don't think you meet all of the criteria above but still are interested in the job, please apply. Nobody checks every box, and we're looking for someone excited to join the team.