Salesforce Systems Analyst

Dexian

Franklin (MA)

On-site

USD 70,000 - 90,000

Full time

3 days ago
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Job summary

Dexian is seeking a highly motivated Sales Enablement Support Specialist to partner with Sales and Marketing, drive CRM adoption, and optimize Salesforce usage in a fast-growing organization.

The ideal candidate will have 3+ years in sales operations or revenue operations, strong Excel/Sheets data analysis skills, and experience coordinating cross-functional initiatives across Legal, Finance, and Product Strategy. This role emphasizes process improvement and scalable solutions.

Qualifications

  • 3+ years in sales operations or revenue operations.
  • Proficient in Salesforce and data analysis using Excel/Sheets.
  • Experience with contract tools (Zip, Oracle) and data platforms.

Responsibilities

  • Maintain Salesforce accuracy and data quality.
  • Coordinate contracts and procurement with Legal and Procurement teams.
  • Analyze data and generate performance metrics.
  • Support cross-functional teams with operational requests.

Skills

Sales operations
CRM adoption
Cross-functional collaboration
Data analysis
Process improvement

Education

Bachelor's degree

Tools

Salesforce
Excel
Google Sheets
Oracle
Zip
Snowflake
Tableau

Job description

We are seeking a highly motivated Sales Enablement Support Specialist to support Sales Representatives by driving operational excellence, process improvement, and CRM adoption initiatives. This role will serve as a critical partner to Sales and Marketing teams, helping optimize Salesforce utilization, streamline sales enablement workflows, and enhance overall productivity within a rapidly growing organization. The ideal candidate is a self-starter with strong Salesforce expertise, a process-oriented mindset, and the ability to thrive in a fast-paced, evolving environment. Experience supporting sales operations, CRM administration, and cross-functional business processes is highly valued, with financial services industry experience considered a plus. This position offers the opportunity to make a meaningful impact by creating scalable solutions that enable sales teams to focus on client engagement and business growth.

Responsibilities:
  • CRM & Data Maintenance: Keep Salesforce accurate and up to date by managing account structures (including contacts, contracts, and clawback records) and running regular automated reviews to clean up missing or outdated data.
  • Contracts & Procurement Coordination: Submit and track contract requests through Zip, Oracle, and Salesforce, and actively follow up with Legal, Supplier Operations, and approvers to clear bottlenecks.
  • Data Analysis & Reporting: Perform practical data analysis using Microsoft Excel and Google Sheet (e.g. VLOOKUPs/XLOOKUPs, pivot tables, graphs) to validate merchant volume, audit pipelines, and pull performance metrics in collaboration with the Data contractor.
  • Cross-Team Operational Support: Assist RMs, Marketing, and Product Strategy with operational requests, including gathering required inputs for internal deal review decks (BRIC/Governance/LRC) and consolidating cross-functional updates.
  • Testing & Operational Execution: Manage test card ordering, act as a tester for Salesforce system updates, and support process improvement efforts.
  • Resource Curation & Onboarding: Design, organize, and maintain a central library of master presentation decks, job aids, and process guides (\"Gems\") to help teams quickly find what they need, as well as supporting the onboarding of new Sales, Marketing, and Product Strategy Associates.
  • Audit & Compliance Assistance: Maintain organized activity logs and supporting documentation to ensure compliance with internal audit standards, resolving any gaps identified during internal audits and monitoring exercises.
Requirements:
  • Bachelor's degree
  • Experience: 3+ years of practical experience in sales operations, revenue operations, or commercial support, ideally within Payment Networks or Financial Services.
  • Systems & Data Expertise: 2+ years of hands-on experience using CRM tools such as Salesforce, strong proficiency in Microsoft Excel and Google Sheet for data analysis (e.g. pivot tables, formulas), and practical experience with procurement/contract tools (such as Zip or Oracle) and data platforms (such as Snowflake, Tableau).
  • Cross-Functional Coordination: Demonstrated ability to follow up assertively and work smoothly across multiple teams, such as Sales, Marketing, Product Strategy, Legal, and Finance.
  • Comfort with Ambiguity & Incomplete Inputs: Able to take partial information or brief context from RMs, figure out missing details, and execute tasks independently without unnecessary back-and-forth.
  • Internal \"Customer Service\" Mindset: Treats RMs, Marketing, and Product teams as internal clients, aiming to make them feel unburdened and supported rather than acting like a rigid process enforcer.
  • Process-Oriented, Adaptable & Pragmatic: Instinctively seeks to streamline and document repetitive tasks using structured templates and job aids, while comfortably balancing competing priorities across Sales.
  • Detail Orientation & Audit Readiness: A structured approach to data cleanup, document maintenance and archiving, and contract lifecycle management.

Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.

Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit https://dexian.com/.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

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