Sales Technology Specialist

Core Responsibilities

• Support the day-to-day administration and maintenance of assigned sales technologies.
• Configure and maintain sales technologies and related tools.
• Manage user access, permissions, and basic troubleshooting.
• Support integrations between sales systems and Salesforce.
• Partner with internal teams and vendors to resolve issues and implement enhancements.
• Maintain system performance and identify opportunities for improvement.
• Help maintain data accuracy, consistency, and overall platform health.

Workflow & Adoption

• Translate business requirements into practical workflows and system solutions.
• Manage and maintain intake processes and workflow tools.
• Support technology rollouts, enhancements, and user onboarding.
• Create and maintain process documentation and user resources.
• Serve as a resource for tool-related questions and support requests.
• Promote consistent use of tools, processes, and best practices.

Optimization & Innovation

• Monitor usage, adoption, and workflow effectiveness.
• Identify bottlenecks, recurring issues, and optimization opportunities.
• Recommend process improvements and automation solutions.
• Support practical AI use cases that improve seller productivity.
• Partner with stakeholders to improve reporting inputs and operational visibility.
• Stay informed on emerging sales technology capabilities and industry best practices.