Senior Associate – Salesforce Revenue Operations

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Riveron

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🤝 B2B

💸 Finance

Consulting • B2B • Finance

Riveron is a national business advisory firm that partners with CFOs, private equity firms, lenders, and corporate leaders to improve accounting, finance, technology, and operational performance. The firm provides hands-on consulting across accounting advisory, transaction services (M&A, buy/sell-side diligence), tax advisory, restructuring and turnaround, interim management, governance/risk/compliance, capital markets advisory, ESG consulting, and technology enablement (ERP, automated reporting and AI-enabled finance solutions). Riveron focuses on implementing practical solutions from strategy through execution to increase transparency, drive transformation, and support complex transactions and capital events.

📋 Description

• Support daily administration of the Salesforce org, including user setup and deactivation, profiles, roles, permission sets, and public groups • Monitor data quality through duplicate reviews, data validation, cleanup procedures, mass data uploads, and migrations • Provide end-user support and troubleshoot platform issues • Maintain documentation of processes, configurations, and administrative procedures • Review and close out opportunities as part of the QC Approval Team and verify accuracy in OpenAir • Assist with changes to closed-won opportunities and escalate concerns to the manager • Remind approvers about outstanding requests in the approval process • Monitor the Pipeline Inbox, tag incoming requests, and notify the manager of concerns • Respond to questions about project code and stage in Salesforce • Add and deactivate Salesforce users and process new-user access requests • Update the Riveron Account for employee departures • Collaborate with team members to resolve user-related SFDC issues and escalate promptly • Assist with Salesforce training, facilitate user training sessions, and drive adoption of features and best practices • Keep the RevOps Intranet (Omnia) site updated • Fulfil Salesforce reporting requests and build and maintain reports and dashboards

🎯 Requirements

• 4 to 6 years of experience in Salesforce • Working knowledge of Salesforce, including reports/dashboards, user management, and standard configuration • Exceptional attention to detail and accuracy in data and documentation • Strong written and verbal communication skills, including explaining concepts to non-technical users • Ability to work quickly and efficiently while managing multiple priorities • Strong organizational and problem-solving skills • Comfortable working 4PM IST to 1AM IST and night shifts

🏖️ Benefits

• Medical, dental, and vision insurance • 401(k) with company match • PTO • Flexibility • Progressive benefits • Mentorship • Well-being support