Senior Process Improvement Specialist

As the new Senior Process Improvement Specialist you will be responsible for streamlining optimizing and automating sales processes using Salesforce and other automation tools like (AI bots etc) . Your role will focus on enhancing efficiency improving data accuracy and enabling the sales team to work more effectively by reducing manual tasks and using innovations.

The ideal candidate has experience in Salesforce administration workflow automation and thirdparty integrations ensuring smooth operations and data flow across multiple platforms. 40 of the Role is about automating processes in Salesforce and 60 improving day to day operations and reporting in Gsheets and Gdocs. 

Major responsibilities

•  Design and implement automated workflows in Salesforce and other sales tools to reduce manual tasks and improve efficiency. 

• Utilize Salesforce APIs MuleSoft Zapier or Workato to automate crossplatform data transfers.

• Ensure realtime data synchronization between Salesforce and thirdparty tools to improve reporting accuracy.

• Optimize CRM Usage: Ensure Salesforce is configured to best support sales processes including pipeline management forecasting reporting and integrations

• Automate ticket routing escalations and resolution tracking using Salesforce OmniChannel and Assignment Rules.

• Build Salesforce Reports and Dashboards to provide realtime insights into operations workload distribution and KPIs.

• Data Management & Analytics: Maintain data integrity generate insights and create dashboards to help sales leadership make informed decisions.

• Provide Salesforce training and enablement to Account Management teams to ensure adoption.

• Dashboards & Reporting: Enable sales ops teams to build reports without IT support including sales forecasting reports and performance dashboards that track key metrics.

• Process Improvement: Identify bottlenecks in sales operations and implement solutions that drive productivity and scalability.

Technical Skills & Experience

• 5 years of experience in Salesforce Administration Business Process Automation or Operations.

• Strong preference expertise in Salesforce (Service Cloud Sales Cloud Cases Flows Reports and Dashboards).

• Coding languages with SQL or coding language

• Handson experience with API integrations (REST/SOAP) MuleSoft Zapier Workato or similar tools.

• Proficiency in Lightning Flows OmniChannel Routing and Process Builder automation.

• Knowledge of ticketing systems (Jira Zendesk Freshdesk) and their Salesforce integrations.

• Salesforce Admin (ADM201 or Platform App Builder certification preferred.

• Project Management: Ability to drive automation projects from ideation to

• DataDriven Decision Making: Experience in leveraging Salesforce data for process optimization.

• Collaboration & Communication: Ability to work with global stakeholders across multiple markets.

Why Join Us

• Be part of a highimpact team transforming Account Management Operations through automation.

• Work with the latest Salesforce technologies and drive real efficiency gains across the organization.

• Collaborate with global teams across 18 markets to create scalable solutions.

Additional Information :

We believe diversity and inclusion are key to creating not only an exciting product but also an amazing customer and employee experience. Fostering this starts with hiring therefore we do not discriminate on the basis of racial identities religious beliefs color national origin gender identities or expressions sexual orientations age marital or disability statuses or any other aspect that makes you you. We encourage you to let us know if you need any accommodations or specific accessibility support to ensure a smooth interview experiencejust include it in your application. Youre welcome to share your pronouns (he/she/they) right from the start so we can address you respectfully from our first contact.

Remote Work :

No

Employment Type :

Fulltime