pointclickcare - (Canada) Revenue Operations Analyst - 12 Month Contract
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Requirements
• Intermediate proficiency in Salesforce (reporting, dashboards, object management) • Experience using Salesforce Data Loader for bulk data operations • Strong Excel skills (data manipulation, analysis, reporting) • Experience managing operational workflows and data processes • Strong attention to detail and data accuracy • Ability to work independently and manage multiple requests in a fast-paced environment • Experience documenting processes and maintaining SOPs • Experience with Smartsheet (workflow creation and management) • Familiarity with Gong (user support and troubleshooting) • Exposure to Marketo and marketing operations workflows • Experience with LeanData (routing, matching, data management) • This is contract role paid in an hourly rate, based on a 40 hour work week. The offer range is $35.81 - $39.80 CAD per hour, and is not eligible for benefits or paid time off. You will receive another 4% per hour in lieu of these benefits. Your recruiter can share more information about the terms during the hiring process.
Responsibilities
• Salesforce Data Management & Operations • Manage and execute data updates across Salesforce using Data Loader (Leads, Opportunities, Accounts, Contacts, custom objects) Maintain data integrity, perform data hygiene, and support data migration efforts • Execute opportunity splits, leakage/reverse leakage tracking, and billing-related object creation • Billing & Order Operations Execution • Support Billing Automation Project by creating and maintaining billing-related objects (e.g., invoiced customers, uplift objects) · Own order management workflows and ensure accurate system updates tied to invoicing and bookings • Partner with RevOps leadership to improve billing processes and operational efficiency • Reporting, Dashboarding & Requests • Build and maintain Salesforce reports and dashboards based on prioritized business needs • Fulfill ad hoc reporting and Smartsheet requests independently • Support data visualization and reporting needs for pipeline and operational insights • Tools & Workflow Management • Own Smartsheet workflows, including building, maintaining, and fulfilling incoming requests • Manage Gong-related support requests, troubleshooting, and stakeholder communication • Provide operational support for marketing workflows (e.g., nurture status, Marketo-related processes) • Training, Enablement & Documentation • Develop and maintain SOP documentation for key processes and systems • Support enablement efforts, including training delivery for new tools and process rollouts • Partner with stakeholders to ensure adoption of new workflows and operational best practices • Support Pipeline Council activities (reporting, dashboarding, data preparation) • Assist with Salesforce enhancements and process implementations as needed • Contribute to continuous improvement initiatives across RevOps
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