Sales Operations Specialist

The Work We Do
Teciem designs, builds, and delivers treasury and capital markets software solutions for financial institutions worldwide. We serve banks of every size and geography, offering the right setup for the right need.
Our solutions are designed to replace multiple disconnected systems with one complete, front-to-back platform, helping customers to capture trading and business opportunities quickly, clearly and with control. We cover the entire trading lifecycle, ensuring that everything - from execution to position keeping, to risk management – runs smoothly.
With decades of experience and one of the largest, most diverse client bases in the industry, we turn deep industry knowledge into software that covers most asset classes, meets complex real-world treasury and capital market's needs, and adapts as markets evolve.
KEY RESPONSIBILITIES
Manage and maintain the Salesforce instance as an Administrator/Super User with comprehensive control over configurations, customizations, and user management
Manage deal desk meetings agenda and deal qualification criteria to deal desk meetings. Share meeting minutes with action items.
Liaise with Opportunity owners and contract administration team in closing items flagged post opportunity closing.
Design and develop custom reports and dashboards for critical sales metrics including sales pipeline analysis, rolling four-quarter (4Q) trends, and revenue forecasting
Create and maintain renewal tracking reports to monitor contract renewals, customer health, and renewal pipeline status
Build comprehensive Closed Won sales reports with detailed analysis by product, region, segment, and sales representative
Develop sales stage reports and opportunity funnel analytics to provide visibility into the sales process and conversion metrics
Configure custom fields, picklists, and objects to align Salesforce with TECIEM's specific business processes and terminology
Establish and optimize Salesforce workflows and automation to improve data accuracy and reduce manual data entry
Manage user access controls, profiles, and permissions to ensure security and appropriate data visibility
Provide training and support to sales team members on Salesforce functionality and best practices
Partner with sales leadership to identify new reporting needs and translate business requirements into Salesforce solutions
Maintain data integrity through regular audits, cleanup initiatives, and quality assurance processes
Document system configurations, standard operating procedures, and reporting methodologies
REQUIRED QUALIFICATIONS
Minimum 5 years of hands-on Salesforce administration and configuration experience
Proven experience working in SaaS, Cloud Software, or traditional software companies with recurring revenue business models
Advanced proficiency in Salesforce report builder and dashboard design
Strong understanding of Salesforce objects, fields, workflows, validation rules, and automation
Experience managing administrator/super user access and user permission models
Demonstrated expertise in sales operations reporting, pipeline management, and revenue metrics
Strong SQL knowledge or proficiency with Salesforce query tools (SOQL)
Excellent analytical and problem-solving skills
Ability to work independently and manage multiple projects simultaneously
Clear communication skills with ability to explain technical concepts to non-technical stakeholders
PREFERRED QUALIFICATIONS
Salesforce Certified Administrator (SCA) or Salesforce Certified Advanced Administrator certification
Experience with Salesforce CPQ (Configure, Price, Quote) for subscription/ARR businesses
Familiarity with Salesforce Opportunity Management and forecast management configurations
Experience implementing Salesforce for enterprise-level sales organizations
Knowledge of Salesforce integrations (APIs, middleware, third-party tools)
Experience with data visualization tools (Tableau, Einstein Analytics, Looker)
Prior experience training and mentoring Salesforce users
Background in SaaS business metrics, ARR calculations, and subscription revenue models
TECHNICAL COMPETENCIES
Advanced Salesforce Administration
Report and Dashboard Development
Salesforce Workflow Automation
Data Management and Cleansing
Sales Operations and Revenue Forecasting
CRM Best Practices and Optimization
SOFT SKILLS
Strategic thinking and business acumen
Cross-functional collaboration and stakeholder management
Detail-oriented with strong organizational skills
Adaptability and ability to thrive in a fast-paced environment
Leadership and mentoring capabilities
Diverse Minds, Shared Ambition
At Teciem, we believe that our strength comes from the diversity of our people. Different perspectives, backgrounds, and experiences fuel our innovation and help us build solutions that truly make a difference in the world of financial technology.
We’re committed to creating a workplace where everyone feels respected, heard, and empowered to grow. Here, you can bring your whole self to work, contribute your unique ideas, and be part of a team driven by shared ambition.
We welcome talent from all walks of life and encourage applications from individuals of all genders, races, ages, abilities, identities, and beliefs. Together, we’re shaping a culture where diversity isn’t just celebrated — it’s essential to our success.

Work arrangement
Hybrid