Mandatory experience working with Salesforce in a Revenue Operations or Deal Desk team.
Sales Process/Sales Cycle: A general understanding of the typical sales process, from lead generation to deal closure.
Sales Stages: Familiarity with various stages of the sales cycle (e.g., prospecting, qualification, proposal, negotiation, closing) and the ability to update these stages within Salesforce.
Assigning/Reassigning Users: Managing user assignments in Salesforce, including reassigning users as needed.
Territory Mapping: Mapping users to specific sales territories within Salesforce.
Data Loading: Updating and uploading basic data into Salesforce (large-scale data uploads will be managed by IT).
Opportunity Updates: Regularly updating opportunity records.
Quota Updates: Keeping sales quotas up to date in the system.
Merging Accounts: Consolidating duplicate account records.
Contact Management: Adding, updating, and cleaning up contact information.
Handling Account Hierarchy Requests: Managing requests related to account hierarchies.
Account Data Management: Ensuring the integrity and accuracy of account data.