Role Description
Salesforce is looking for a skilled Business Operations Senior Analyst to support our APAC Professional Services (PS) business. The candidate will work with APAC PS operations, delivery, and sales team to identify new and evolving business needs, design and implement innovative process, reporting and/or tool solutions to address them. The ideal candidate will be well versed in supporting out-of-the-box and custom tools, generating Salesforce reports and dashboards, and have an advanced knowledge of Excel or Spreadsheets.
Please note this role is Philippines based.
Key Accountabilities (Impact)
- Data Analysis & Reporting: Create and maintain reports and dashboards in Salesforce and Excel to measure key performance indicators (KPIs) for Professional Services. Help analyse data to provide insights into business performance.
- Financial management: Oversee the operational aspects of financial processes, including tracking purchase orders, understanding statements of work (SOWs), and reconciling invoices.
- Process Optimisation: Identify and address operational inefficiencies by analysing workflows, mapping processes, and implementing improvements.
- Cross-functional collaboration: Work with various departments, such as finance, resourcing, sales, legal and revenue recognition, to ensure operational strategies align with business goals.
- System and Tool Support: Provide support for existing applications, including issue identification, data management, and reporting. Understand how our tools work and be an advisor to the business in solving any transactional issues.
- Compliance and quality assurance: Monitor and enforce compliance with internal and external policies, such as timecard and invoicing governance, to maintain quality standards.
- Project Collaboration: Work with various teams to help design and implement innovative solutions that increase process efficiency. Support projects from initial requirements gathering through to successful implementation.
Basic Requirements
- Experience: Proven experience in a business operations or business analyst role, with a focus on tools, processes, and continuous improvement.
- Operation Efficiency: A deep understanding of professional services business who understands Bookings, Revenue, Invoicing and Collections process.
- Attention to detail: Meticulousness is crucial for ensuring the accuracy of data and compliance with operational standards
- Technical Skills: Solid understanding of cloud computing and the Salesforce product family. Hands-on experience with Salesforce tools and the ability to configure them to support business efficiency.
- Data & Reporting: Experience with CRM and data management. Proficient in generating reports in Salesforce and advanced knowledge of Excel.
- Problem-Solving: A proactive approach to identifying and addressing complex business challenges.
- Communication: Excellent verbal and written communication skills with the ability to work effectively with stakeholders at various levels of the organisation.
- Business acumen: A deep understanding of business principles, financials, and how market trends impact operations.
- Work Style: Ability to work independently and as part of a team, manage multiple tasks, and perform well under pressure.
