Operations Specialist, Business Systems

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November 20

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Encircle

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By making it easy to collect, manage, and use field data, Encircle speeds up restoration jobs, gives visibility into a job's progress, and simplifies the creation and sharing of detailed reports. These reports meet and exceed the insurance industry's strict documentation requirements, improving customer satisfaction.

51 - 200 employees

📋 Description

• Serve as the primary Salesforce administrator for daily operational needs, executing standard configuration changes. • Act as the first point of contact for system and user issues across Salesforce and integrated GTM tools, providing timely troubleshooting and resolution. • Support data preparation for bulk loading activities, and ensure strict adherence to established operational processes, data cleanliness standards, and governance policies within the CRM. • Manage, track, and complete operational support requests and changes using JIRA or other project management tools, ensuring clear communication and documentation. • Champion best practices and process governance to ensure consistent and effective use of the CRM by Sales, Customer Success, and Marketing teams. • Manage Salesforce security settings, permission audits, and compliance with data privacy policies. • Contribute to documentation of system changes, configuration and business requirements/solution plans • Responsibility for conducting user training sessions and creating training materials to drive adoption and proficiency • Help translate discussions into JIRA tickets for change management • Support internal documentation efforts for system changes and knowledge base articles • Support the building and own/contribute to the maintenance of recurring and ad hoc stakeholder reporting needs • Identify inconsistencies in data or metrics and raise for resolution • Track operational KPIs and project progress for transparency to leadership teams • Participate in planning discussions, share observations and ideas • Assist with identifying process improvements and system efficiencies • Collaborate with consultants and internal teams to keep tasks moving and requirements clear

🎯 Requirements

• 4+ years of hands-on Salesforce Administration experience with a strong understanding of the RevOps lifecycle (Sales, Customer Success, Marketing). • Strong written and organizational skills (able to structure un-structured information) • Attention to detail, curiosity, and a team-first attitude • An analytical, best-practice, mindset to solving problems • Familiarity with Salesforce CPQ, Marketing (Pardot) Cloud • Salesforce Administrator Certification is highly preferred • Familiarity with JIRA, Confluence, and project management tools • Ability to manage multiple ongoing tasks with evolving priorities • Problem solving should come as second nature

🏖️ Benefits

• Flexible hours • self-managed vacation • trust to manage your time • Exposure to Salesforce and key RevOps tools in a collaborative, cross-functional environment • Clear ownership over operational systems that drives impact across the company • wellness programs