The provided job description contains detailed responsibilities and qualifications for a Salesforce Marketing and Sales Automation Specialist. However, it is somewhat repetitive and could benefit from better organization and clarity. To improve readability and engagement, I will condense duplicate points, organize sections more clearly, and ensure consistent formatting using only the allowed HTML tags.
Here is the refined version:
Responsibilities:
- Collaborate with Marketing Ops, Sales Ops, and IT teams to gather and document business requirements.
- Serve as the primary resource for tools within the GTM tech stack, supporting the conception to implementation of business system changes.
- Review, analyze, and evaluate user needs to customize solutions supporting business strategies, including creating custom fields, workflows, and automations. Translate requirements into detailed technical specifications.
- Design and optimize contact lifecycle and lead management processes, including lead scoring and routing within GTM tools.
- Analyze and enhance existing Marketing-to-Lead-to-Opportunity workflows for efficiency and user experience.
- Translate business needs into scalable Salesforce solutions aligned with industry best practices.
- Lead initiatives to integrate Lead-to-Opportunity workflows with Quote-to-Cash processes for seamless data flow.
- Partner with marketing teams to design, execute, and optimize campaigns using A/B testing and multivariate analysis.
- Configure and optimize Salesforce Marketing Cloud and Sales Cloud for lead capture, scoring, nurturing, and routing, including implementing AI-driven lead scoring models.
- Collaborate on marketing automation tool integrations (e.g., Marketing Cloud, Pardot, HubSpot, Marketo).
- Work with marketing, sales, and product teams to align business objectives and translate goals into actionable data insights.
- Build dashboards to track campaign ROI, lead conversion rates, sales pipeline health, and Quote-to-Cash (QTC) efficiency.
- Manage end-to-end Salesforce configuration, customization, and integration projects.
Qualifications:
- Previous experience on the Salesforce platform, with a minimum of 5+ years in Sales Cloud, Marketing Cloud, or Marketing Automation tools.
- Deep knowledge of Marketing and Sales Processes, including Campaign Management, Lead Management, Opportunity Management, and Quote & Forecasting.
- Hands-on experience with Salesforce configuration, Flows, validation rules, and Einstein Analytics.
- Strong understanding of Einstein, Prompt Builder, and Agentforce.
- Excellent problem-solving skills, with a proven ability to achieve challenging goals.
- Strong communication skills—verbal, written, and listening.
- Data-driven decision-making approach.
- Experience with Salesforce managed packages.
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