
Strategic Business Operations Professional
2 weeks ago
Our team is seeking an organized and detail-oriented Business Operations Coordinator to assist with various administrative and operational tasks.
Key Responsibilities:- Data Management: Utilizing Salesforce to screen new account funnel additions for alignment with our investment criteria.
- Reporting: Prepare monthly and weekly business development recognition reports in Salesforce and compile quarterly board reports. Develop advanced, comprehensive dashboards and reports to monitor both historical trends and real-time funnel activity.
- Presentation Preparation: Assist with the preparation of PowerPoint presentations for senior management meetings.
- Commissions Review: Conduct initial review of submitted commissions for accuracy and completeness.
- Survey Support: Assist with surveys, including design, distribution, and analysis.
- Ad Hoc Project: Provide support on miscellaneous administrative tasks as assigned.
Requirements:
Minimum 2 years of experience with Salesforce, including creating formulaic and advanced custom reports.
Proficiency in Advanced Excel and PowerPoint.
Demonstrates mature business acumen, confidence, and strong interpersonal capabilities.
Time management skills with the ability to prioritize and manage multiple tasks effectively.
Ability to take initiative to identify opportunities and address challenges.
Strong organizational and analytical skills with attention to detail.
Must be comfortable working Eastern Time (ET) hours effectively.
Strong communication skills and a proactive approach to task management.
This role is ideal for someone looking to make a meaningful impact by leveraging their Salesforce expertise, advanced technical skills, and professional maturity.
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