Area Sales Manager responsible for building and developing B2B markets in the precious metals industry. Collaborating closely to drive new business and achieve targets.
About the role
- Salesforce Sales Operations Specialist leveraging Salesforce for sales efforts at Kaufman Rossin. Supporting sales professionals and optimizing pipeline management with advanced Salesforce practices.
Responsibilities
- Run targeted prospecting, cross-sell, and warm-contact reports in Salesforce to support professionals’ sales efforts.
- Identify existing relationships, prior engagements, and account activity to surface high-probability opportunities.
- Partner with professionals to review pipelines, discuss opportunities, define next steps, and identify risks or blockers.
- Support opportunity lifecycle management to improve pipeline health, forecasting accuracy, and opportunity close rates.
- Coach professionals on using Salesforce effectively as a sales platform, including Action Plans and Account Plans to drive consistent and repeatable sales execution.
- Help professionals define and track sales activities, milestones, and next steps using Action Plans.
- Support Account Planning by helping professionals document goals, key relationships, cross-sell opportunities, and engagement strategies within Salesforce.
- Meet with teams to review Salesforce data, discuss sales strategies, and reinforce best practices for opportunity management.
- Support Salesforce Forecasting by ensuring opportunities are accurately staged, weighted, and updated.
- Assist professionals in understanding how their opportunity management impacts forecasts and revenue projections.
- Monitor pipeline coverage, deal velocity, and forecast trends to identify gaps or risks.
- Provide insights to sales leadership on pipeline health, forecast accuracy, and areas for improvement.
- Support phone and web lead intake, routing, and distribution to the appropriate professionals.
- Ensure leads are followed up on promptly and either converted to opportunities or accurately marked as unqualified.
- Monitor lead-to-opportunity conversion metrics and recommend process improvements.
- Maintain strong data hygiene across Leads, Accounts, Contacts, and Opportunities.
- Build and maintain Salesforce reports and dashboards related to pipeline, forecasting, lead conversion, and account planning.
- Translate Salesforce data into actionable insights to help professionals refine sales tactics and prioritize efforts.
- Support leadership with visibility into performance trends and sales activity.
Requirements
- 2+ years of experience supporting sales teams using Salesforce.
- Hands-on experience with Action Plans, Account Plans, and Salesforce Forecasting.
- Strong working knowledge of Salesforce Leads, Accounts, Contacts, Opportunities, Reports, and Dashboards.
- Experience partnering directly with sales or professional services teams to improve sales processes.
- Strong communication skills with the ability to train, coach, and influence adoption.
- Detail-oriented, organized, and comfortable managing multiple requests and priorities.
- Salesforce Administrator certification or progress toward certification.
- Experience with sales enablement, pipeline management, or revenue operations.
- Familiarity with lead automation, web-to-lead, or marketing integrations.
- Experience in a professional service, consulting, or B2B environment
Benefits
- Work-Life Balance
- People First Company
- Hybrid work policy
- Working directly with peers in the US
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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