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Sales Operations and Project Coordinator
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Cargo Operations Coordinator
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Dentist
Gentle DentalWestminsterNone
Über
Pay Range: $32hr - $35hr Requirement/Must Have:
Bachelor’s Degree in Business, Finance, or a related field. 1–2 years in revenue-related roles (Sales Ops, Deal Desk, or Renewals). Strong Salesforce (CRM) skills; e-Builder or Cityworks experience is a significant plus. Proficient in AI workflows, with the ability to build and deploy AI agents for process automation. Expertise in Google Workspace and MS Excel (data scrubbing/VLOOKUPs). Experience with BI Analytics and data visualization is a plus. Responsibilities:
Lead the transition of International team renewal processes into eBuilder/Cityworks workflows. Audit and resolve 198+ open opportunities in Salesforce spanning 2023–2025 to ensure forecast accuracy. Execute data gathering, scrubbing, and SKU mapping for Unity products to support upcoming migrations. Design, build, and deploy an AI agent to streamline the order form process. Generate Unity Construct quotes and official order forms. Assist the Deal Desk Director with SEC and GSA compliance; manage order fulfillment for GSA and state-scheduled contracts. Resolve roadblocks for O&PS customers and handle complex renewal issues. Act as a trusted resource for Salesforce configuration, reporting, and automation. Update Enterprise Customer IDs for Unity clients across spreadsheets and DX / Legacy Salesforce; inserting Customer contractual lifecycle status in Legacy Salesforce. Analyze data models and sales order processes to identify and fix operational inefficiencies. Skills:
Ability to work under pressure and meet tight deadlines. Exceptional oral and written skills for cross-departmental networking. Comfortable with shifting priorities and a high volume of miscellaneous tasks.
Sprachkenntnisse
- English
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