Director of Technical Operations

Job at TaxBit

$107k-145k

Remote

Full time

Role and Responsibilities

  • Understand the commercial operation, challenges, and objectives of each team; improve their operation through CRM administration and consultation.
  • Ensure high levels of data quality and process consistency in sales and marketing systems
  • Provide system administration support for the CRM, focusing on user permissions, custom objects, workflows, and profiles.
  • Create, manage, and optimize complex workflow rules, data validation, and approval processes.
  • Create and manage custom objects, fields, formulas, record types, page layouts, reports, and dashboards.
  • Analyze sales data, take action, and measure impact to support decision-making
  • Analyze data to provide insights into team operation, effectiveness, and productivity.
  • Work closely with other team members to capture business requirements and implement CRM solutions.
  • Coordinate and support integrations with third-party apps, plugins, and tools.
  • Support troubleshooting, bug fixing, user adoption, training, and documentation.
  • Identify and resolve data anomalies, maintaining high data integrity.
  • Manage the overall sales tech stack, including Salesforce, Hubspot and other sales tools

Professional Qualifications

  • Experience working directly with sales teams and implementing their requirements in the CRM system.
  • Proven experience in sales operations, business analysis, or sales support management
  • Strong organizational skills with the ability to manage multiple projects and deadlines
  • Excellent interpersonal skills for cross-functional and international collaboration
  • Experience with sales tech stack management, particularly Salesforce & Hubspot
  • Demonstrated leadership in managing and motivating teams
  • Ability to administer and configure a CRM system (custom objects, workflows, permissions, etc.).
  • Familiarity with automating business processes, creating reports/dashboards, and data analysis/modeling.
  • Strong communication, collaboration, and problem-solving skills.

Company: TaxBit

Skills: executive operations

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