Financeit
Salesforce & AI Operations Expert
Job Description
Join Financeit as a Salesforce and AI Operations Expert to lead in revenue optimization. This role emphasizes hands-on management of Salesforce and Pardot while integrating AI strategies.
You will be tasked with managing Salesforce configurations, developing Pardot architecture, and implementing AI-driven automation processes. A significant part of your role involves ensuring data integrity and building advanced reporting mechanisms to track key revenue metrics. Collaborate across departments to articulate the vision of a unified Sales and Marketing ecosystem.
Key Responsibilities:
• Manage Salesforce Flows, validation rules, and objects setup
• Lead AI initiatives within Salesforce Agentforce
• Architect and maintain the technical ecosystem for scalability
• Generate insights through reporting in Tableau CRM
• Implement standards for data hygiene and automated processes
Requirements:
• Over 6 years of experience in operations roles focused on sales and marke...
You will be tasked with managing Salesforce configurations, developing Pardot architecture, and implementing AI-driven automation processes. A significant part of your role involves ensuring data integrity and building advanced reporting mechanisms to track key revenue metrics. Collaborate across departments to articulate the vision of a unified Sales and Marketing ecosystem.
Key Responsibilities:
• Manage Salesforce Flows, validation rules, and objects setup
• Lead AI initiatives within Salesforce Agentforce
• Architect and maintain the technical ecosystem for scalability
• Generate insights through reporting in Tableau CRM
• Implement standards for data hygiene and automated processes
Requirements:
• Over 6 years of experience in operations roles focused on sales and marke...