Revenue Insights and Planning Analyst

Summary

Join TCP, a company with over 30 years of experience in providing flexible, mobile timekeeping and workforce management solutions, as a Revenue Insights & Planning Manager. You will play a crucial role in managing and optimizing our Salesforce platform, working closely with various departments to ensure it meets business needs and supports growth objectives. This position requires managing user accounts, customizing Salesforce objects, ensuring data integrity, developing automation tools, creating reports and dashboards, providing user training and support, managing integrations, maintaining security, and developing streamlined revenue processes. The ideal candidate will have a Bachelor’s Degree (preferred), 2+ years of experience as a Salesforce Administrator in a B2B environment, 2+ years in Revenue Operations, and a Salesforce Administrator Certification (Advanced Administrator Certification preferred). Strong analytical and problem-solving skills, excellent communication, and the ability to work in a fast-paced environment are essential.

Requirements

• 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
• 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

Responsibilities

• 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

Preferred Qualifications

• Bachelor’s Degree in related field preferred
• Proficiency in Salesforce configuration, data management, and automation tools. Experience with Salesforce Lightning is a plus

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