Revenue Insights & Planning Analyst

TCP Software

Dallas (TX)

On-site

USD 80,000 - 96,000

Full time

14 days+

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Benefits offered by this job

Competitive salary based on experience

20 days PTO and 13 days of companywide holidays

Comprehensive benefits (Health/Dental/Vision/401K)

8 hours to volunteer and impact your community

Job summary

A technology solutions provider based in Dallas is seeking a Revenue Insights & Planning Manager. This role involves managing and optimizing the Salesforce platform to meet business needs, ensuring data integrity, and leading projects aimed at enhancing customer experience. The ideal candidate has a Bachelor's degree, Salesforce expertise, and strong analytical skills. Competitive salary and benefits package offered.

Qualifications

2+ years of experience as a Salesforce Administrator in a B2B environment.
Experience in Revenue Operations role.
Ability to work in a fast-paced environment and manage multiple priorities.

Responsibilities

Create and manage user accounts, profiles, roles, and permissions.
Customize Salesforce objects, fields, page layouts, and record types.
Develop and maintain workflows, process builders, and other automation tools.

Skills

Salesforce configuration

Data management

Analytical skills

Communication skills

Problem-solving

Education

Bachelor's Degree in related field

Salesforce Administrator Certification

Advanced Administrator Certification

Tools

Salesforce Lightning

Job description

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TCP is committed to cultivating a diverse and inclusive team. However, we are not able to sponsor visas for this role.

About TCP (TimeClock Plus):

For more than 30 years, TCP has helped organizations engage their people by providing flexible, mobile timekeeping and workforce management solutions. Trusted by tens of thousands of customers and millions of users, TCP delivers best-in-class technology and personalized support to organizations of all sizes in the public and private sector to meet their complex timekeeping, employee scheduling, leave management and other workforce needs. Growth is happening and our vision for a successful future is clear - We'd love for you to join us on this journey! For more information on TCP, visitwww.tcpsoftware.comor follow us onLinkedInorFacebook.

As a Revenue Insights & Planning Manager, you will play a crucial role in managing and optimizing our Salesforce platform. You will work closely with various departments to ensure that Salesforce meets the needs of our business and supports our growth objectives.

As a Revenue Insights & Planning Manager, you will:

Create and manage user accounts, profiles, roles, and permissions
Customize Salesforce objects, fields, page layouts, and record types to meet business requirements
Ensure data integrity through regular data audits, duplication, and data cleansing
Develop and maintain workflows, process builders, and other automation tools to streamline business processes
Create and manage custom reports and dashboards to provide actionable insights to stakeholders
Provide training and support to Salesforce users, troubleshoot issues, and implement best practices
Manage integrations with other systems and third-party applications
Maintain security settings and conduct regular security audits to ensure compliance with company policies
Develop and implement streamlined processes for sales, marketing and customer success to maximize revenue generation
Provide training and support to teams on revenue processes and tools to ensure effective usage and adherence
Lead special projects aimed at improving revenue operations and enhancing customer experience

Requirements

Bachelor's Degree in related field preferred
2+ years of experience as a Salesforce Administrator in a B2B environment
2+ years of experience in Revenue Operations role
Salesforce Administrator Certification required; Advanced Administrator Certification preferred
Proficiency in Salesforce configuration, data management, and automation tools. Experience with Salesforce Lightning is a plus
Strong analytical and problem-solving skills with the ability to translate business requirements into technical solutions
Excellent communication and interpersonal skills to work effectively with stakeholders at all levels
Ability to work in a fast-paced environment and manage multiple priorities

Benefits

Competitive salary based on experience
20 days PTO and 13 days of companywide holidays
8 hours to volunteer and impact your community
Comprehensive benefits (Health/Dental/Vision/401K)
Employee choice benefit

Seniority level

Seniority level
Entry level

Employment type

Employment type
Full-time

Job function

Industries
IT Services and IT Consulting

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