Position Overview
LeanScale is seeking a skilled and motivated Revenue Operations Systems Engineer to join our team. As a Systems Engineer, you will be responsible for maintaining, customizing, and optimizing the CRM platform and general GTM tech stack of our portfolio companies and ensure their Revenue Operations processes are running smoothly.
Responsibilities
- Salesforce Configuration: Customize Salesforce/Hubspot by configuring objects, fields, page layouts, workflow rules, validation rules, and other platform features to support various business processes.
- User Management: Create and manage user profiles, roles, permissions, and access settings to ensure data security and appropriate access levels.
- Data Management: Import, export, and maintain data within Salesforce/Hubspot, ensuring data integrity and cleanliness through regular data audits and cleansing activities.
- Reporting and Dashboards: Create and manage reports and dashboards to provide insights into sales, marketing, and service performance, enabling data-driven decision-making.
- Process Automation: Build and maintain automated processes using workflow rules, process builder, and approval processes to streamline business operations and improve efficiency.
- Third-Party Integrations: Integrate Salesforce/Hubspot with external applications and tools to enhance productivity and data synchronization.
- Platform Upgrades: Stay updated on Salesforce/Hubspot releases and new features, planning and executing platform upgrades and enhancements as needed.
- System Maintenance: Monitor system performance, troubleshoot issues, and coordinate with the IT team to address and resolve technical challenges.
- Security and Compliance: Implement security best practices and ensure compliance with data privacy regulations and internal policies.
Requirements
- Salesforce/Hubspot Experience: A minimum of 2 years of hands-on experience as a Salesforce System Administrator, working with Salesforce Lightning or Hubspot.
- Certification: Salesforce/Hubspot Administrator Certification is required.
Technical Skills: Proficiency in Salesforce/Hubspot configuration, data management, and process automation. Knowledge of Apex and Visualforce is a plus. - Problem-Solving: Strong analytical and problem-solving skills to identify and resolve system issues and improve processes.
- Collaboration: Ability to work collaboratively with cross-functional teams to understand business requirements and translate them into Salesforce solutions.
- Communication: Excellent communication skills to provide training, support, and interact with stakeholders at all levels.
- Adaptability: Capacity to adapt to changing requirements and implement new Salesforce features and updates.
Start Your Application Today
Join LeanScale, where you will have the opportunity to make a significant impact on our clients’ revenue growth, lead high-performing teams, and contribute to the success of our revenue operations consulting firm.