Sales Operations Specialist

TI2 Tupargon India Private Limited; Bengaluru; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Teciem is seeking a seasoned Salesforce Administrator to own and optimize our Salesforce ecosystem. You will configure, customize, and manage user access while delivering meaningful reports and dashboards that drive sales performance.

The role emphasizes data integrity, renewal tracking, and revenue forecasting across global accounts. Collaborate with sales leadership to translate business needs into scalable Salesforce solutions and educate users on best practices.

Qualifications

• Minimum 5 years of hands‑on Salesforce administration and configuration experience.
• Proven experience in SaaS, Cloud Software, or recurring revenue models.
• Advanced proficiency in Salesforce report builder and dashboard design.
• Strong understanding of Salesforce objects, fields, workflows, validation rules, and automation.
• Experience managing administrator/super user access and user permission models.
• Demonstrated expertise in sales operations reporting, pipeline management, and revenue metrics.
• Strong SQL knowledge or proficiency with Salesforce query tools (SOQL).
• Excellent analytical and problem‑solving skills.
• Ability to work independently and manage multiple projects.

Responsibilities

• Manage and maintain the Salesforce instance as an Administrator/Super User with comprehensive control over configurations, customizations, and user management.
• Design and develop custom reports and dashboards for critical sales metrics including sales pipeline analysis, rolling four-quarter trends, and revenue forecasting.
• Create and maintain renewal tracking reports to monitor contract renewals, customer health, and renewal pipeline status.
• Build comprehensive Closed Won sales reports with detailed analysis by product, region, segment, and sales representative.
• Partner with sales leadership to identify new reporting needs and translate business requirements into Salesforce solutions.

Skills

Salesforce Administration

Report & Dashboard Development

Salesforce Workflow Automation

Data Management & Cleansing

Sales Operations & Revenue Forecasting

Job description

The Work We Do Teciem designs, builds, and delivers treasury and capital markets software solutions for financial institutions worldwide. We serve banks of every size and geography, offering the right setup for the right need. Our solutions are designed to replace multiple disconnected systems with one complete, front-to-back platform, helping customers to capture trading and business opportunities quickly, clearly and with control. We cover the entire trading lifecycle, ensuring that everything - from execution to position keeping, to risk management – runs smoothly. With decades of experience and one of the largest, most diverse client bases in the industry, we turn deep industry knowledge into software that covers most asset classes, meets complex real-world treasury and capital market's needs, and adapts as markets evolve.

KEY RESPONSIBILITIES

• Manage and maintain the Salesforce instance as an Administrator/Super User with comprehensive control over configurations, customizations, and user management
• Manage deal desk meetings agenda and deal qualification criteria to deal desk meetings. Share meeting minutes with action items.
• Liaise with Opportunity owners and contract administration team in closing items flagged post opportunity closing.
• Design and develop custom reports and dashboards for critical sales metrics including sales pipeline analysis, rolling four-quarter (4Q) trends, and revenue forecasting
• Create and maintain renewal tracking reports to monitor contract renewals, customer health, and renewal pipeline status
• Build comprehensive Closed Won sales reports with detailed analysis by product, region, segment, and sales representative
• Develop sales stage reports and opportunity funnel analytics to provide visibility into the sales process and conversion metrics
• Configure custom fields, picklists, and objects to align Salesforce with TECIEM's specific business processes and terminology
• Establish and optimize Salesforce workflows and automation to improve data accuracy and reduce manual data entry
• Manage user access controls, profiles, and permissions to ensure security and appropriate data visibility
• Provide training and support to sales team members on Salesforce functionality and best practices
• Partner with sales leadership to identify new reporting needs and translate business requirements into Salesforce solutions
• Maintain data integrity through regular audits, cleanup initiatives, and quality assurance processes
• Document system configurations, standard operating procedures, and reporting methodologies

REQUIRED QUALIFICATIONS

• Minimum 5 years of hands‑on Salesforce administration and configuration experience
• Proven experience working in SaaS, Cloud Software, or traditional software companies with recurring revenue business models
• Advanced proficiency in Salesforce report builder and dashboard design
• Strong understanding of Salesforce objects, fields, workflows, validation rules, and automation
• Experience managing administrator/super user access and user permission models
• Demonstrated expertise in sales operations reporting, pipeline management, and revenue metrics
• Strong SQL knowledge or proficiency with Salesforce query tools (SOQL)
• Excellent analytical and problem‑solving skills
• Ability to work independently and manage multiple projects simultaneously
• Clear communication skills with ability to explain technical concepts to non‑technical stakeholders

PREFERRED QUALIFICATIONS

• Salesforce Certified Administrator (SCA) or Salesforce Certified Advanced Administrator certification
• Experience with Salesforce CPQ (Configure, Price, Quote) for subscription/ARR businesses
• Familiarity with Salesforce Opportunity Management and forecast management configurations
• Experience implementing Salesforce for enterprise-level sales organizations
• Knowledge of Salesforce integrations (APIs, middleware, third‑party tools)
• Experience with data visualization tools (Tableau, Einstein Analytics, Looker)
• Prior experience training and mentoring Salesforce users
• Background in SaaS business metrics, ARR calculations, and subscription revenue models

TECHNICAL COMPETENCIES

• Advanced Salesforce Administration
• Report and Dashboard Development
• Salesforce Workflow Automation
• Data Management and Cleansing
• Sales Operations and Revenue Forecasting
• CRM Best Practices and Optimization

SOFT SKILLS

• Strategic thinking and business acumen
• Cross‑functional collaboration and stakeholder management
• Detail‑oriented with strong organizational skills
• Adaptability and ability to thrive in a fast‑paced environment
• Leadership and mentoring capabilities

Diverse Minds, Shared Ambition

At Teciem, we believe that our strength comes from the diversity of our people. Different perspectives, backgrounds, and experiences fuel our innovation and help us build solutions that truly make a difference in the world of financial technology. We’re committed to creating a workplace where everyone feels respected, heard, and empowered to grow. Here, you can bring your whole self to work, contribute your unique ideas, and be part of a team driven by shared ambition. We welcome talent from all walks of life and encourage applications from individuals of all genders, races, ages, abilities, identities, and beliefs. Together, we’re shaping a culture where diversity isn’t just celebrated — it’s essential to our success.

Purpose – Why we exist

We empower financial institutions to build resilient and future‑ready economies, worldwide.

Vision – What the future holds

To lead innovation in treasury and capital markets technology, building on the solid foundations of our mission -critical and industry - defining solutions.

Mission – How we get there

We place our clients' success and ambitions at our core, continuously evolving and innovating our solutions to deliver outstanding business value and real economic impact.

You help us simplify Treasury and capital markets can be intricate, but you play a key role in making them easier to navigate. Your ideas and expertise help us transform complicated processes into intuitive, streamlined solutions used by financial institutions worldwide. Every improvement you make creates clarity, efficiency, and real-world impact for our clients. You shape the future with AI, every day AI isn’t a buzzword here — it’s embedded in how we build, innovate, and deliver. Whether you’re working on smarter automation, data-driven insights, or enhanced user experiences, your contribution fuels the next generation of intelligent financial technology. You’ll be part of a team that uses AI to make our products faster, sharper, and more meaningful for the industry. You grow through collaboration We believe the best outcomes happen when great minds come together. You’ll work alongside talented colleagues across engineering, product, design, and client-facing teams — sharing knowledge, solving problems, and learning constantly. Collaboration isn’t just how we work; it’s how we grow, innovate, and support each other.