
Salesforce and Operations Coordinator
1 week ago
We are seeking an experienced professional to join our team as an M&A Operations Coordinator.
Key Responsibilities:- Salesforce Management: Use Salesforce to screen new account funnel additions for alignment with our investment criteria.
- Reporting: Prepare monthly and weekly BD recognition reports in Salesforce and compile quarterly board reports. Develop advanced, comprehensive Andromeda-wide dashboards and reports to monitor both historical trends and real-time funnel activity.
- Presentation Preparation: Assist with the preparation of PowerPoint presentations for monthly Executive 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.
Note: The above responsibilities are subject to change based on priorities and organizational needs.
Requirements:- A minimum of 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 within standard business hours effectively.
- Strong communication skills and a proactive approach to task management.
This role is ideal for someone who can leverage their Salesforce expertise, advanced technical skills, and professional maturity to drive success in M&A operations.
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