WineFetch ยท 8 hours ago
Salesforce Operations
Remote - CAN
Full-time
Remote
Mid Level
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Responsibilities
Identify and remove duplicate records (contacts, accounts, opportunities, leads) to ensure data accuracy.
Perform a one-time audit and clean-up of key data fields to maintain data consistency and quality.
Review current workflows, identify inefficiencies, and implement automation to improve sales team productivity.
Document changes to workflows and automations for future reference and training purposes.
Ensure opportunity stages are correctly aligned with sales team processes and update where necessary.
Modify opportunity fields to enhance data tracking and reporting accuracy.
Update call dispositions to accurately reflect sales interactions and outcomes.
Remove outdated or irrelevant tasks from Salesforce to streamline task management.
Ensure pricing packages reflect current product offerings and pricing strategies.
Update order forms to match current pricing and product offerings.
Make configuration adjustments to Salesforce fields, layouts, and record types to improve user experience and data capture.
Ensure appropriate user profiles, roles, and permissions are set for the sales team.
Design custom reports and dashboards to track sales performance, pipeline health, and key metrics.
Set up real-time dashboards to improve sales visibility.
Perform a comprehensive review of the Salesforce instance to ensure integrations and system settings are functioning optimally.
Address urgent Salesforce-related requests from the sales team to ensure smooth operations.
Qualification
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Required
Proficient in Salesforce CRM and related platforms (e.g., Salesloft, DocuSign).
Strong experience in data management, workflow optimization, and system configuration within Salesforce.
Ability to customize Salesforce fields, layouts, and reports to meet specific business needs.
Strong attention to detail and problem-solving skills.
Self-driven with excellent time management and ability to prioritize multiple tasks.
Prior experience working with sales teams to improve operational efficiency and reporting.
Company
WineFetch
WineFetch is an e-commerce and marketing platform for the retail wine and spirits industry
Founded in 2004
11-50 employees
Funding
Current Stage
Early StageTotal Funding
unknown2019-03-15Acquired
Leadership Team
Matthew R.
Chief Revenue Officer
Company data provided by crunchbase
