Salesforce Operations Lead

2 weeks ago

New York, New York, United States Zearn Full time
Position Overview

Zearn is a nonprofit organization dedicated to fostering a love for mathematics among children. Our mission is rooted in the belief that every child has the potential to excel in math.

Our acclaimed educational platform is crafted to help students catch up and advance in grade-level mathematics. Research indicates that students utilizing Zearn demonstrate substantial improvements in math skills, including those who begin at various levels behind their peers.

The significance of math education in today's world cannot be overstated. Unfortunately, there is a prevalent notion that only a select few are destined to succeed in mathematics. This perception often leads to math being viewed with apprehension or as an optional pursuit, unlike reading.

Zearn aims to cultivate an environment where every child enjoys learning math.

Role Purpose: The Salesforce Operations Lead at Zearn is responsible for driving significant enhancements within Zearn's Salesforce framework by refining workflows, implementing creative solutions, and nurturing a cooperative atmosphere that enhances productivity and effectiveness. Key responsibilities include:

Providing Support and Collaboration: Assist Zearn's Salesforce users to elevate productivity and overall performance.

  • Manage the assessment of sales and finance requests, ensuring efficient data delivery and timely responses.
  • Engage with stakeholders to identify challenges, propose solutions based on best practices, and implement necessary changes.
  • Collaborate with cross-functional teams, including Finance, Legal, Support, and Engineering, to develop solutions that benefit all departments and external systems.
  • Deliver training and ongoing education for users through onboarding sessions, workshops, and instructional videos.
  • Guide the sales team in utilizing sales tools and systems to enhance productivity and performance.
  • Create and maintain training materials, resources, and instructional videos.

Enhancing Zearn's Salesforce Environment: Utilize your extensive CRM knowledge to identify and implement improvements.

  • Develop Flows to automate tasks, actions, and complex business processes, adhering to best practices.
  • Conduct audits of the Salesforce environment to pinpoint areas for optimization, repurposing, and removal.
  • Stay informed about new tools and capabilities to uncover further improvement opportunities.
  • Assist Zearn in maximizing the effectiveness of third-party tools to streamline the sales process.
  • Evaluate existing tools for potential upgrades or replacements to address operational gaps.
  • Assess and establish cross-functional system integrations.

Leading a Team of Salesforce Specialists: Ensure team members have the necessary resources and support to perform their roles effectively.

  • Coordinate team projects and activities, setting priorities and ensuring deadlines are met.
  • Encourage a collaborative and productive team culture.
  • Monitor and report on key performance indicators (KPIs) to senior management.

Challenges to Address:

  • How can we enhance the training process for new users?
  • What challenges do our Salesforce users face, and how can we collaboratively address them?
  • In what ways can we further customize our Salesforce environment to meet our team's requirements?
  • What Flows can be introduced to optimize our processes and workflows?
  • What additional resources or support can our Salesforce Specialists utilize to improve their efficiency?

Essential Skills: Below are the skills that would be beneficial for this role. While we do not expect candidates to be proficient in all, we value a willingness to learn and grow through continuous coaching and hands-on experience.

Organizational Skills:

  • Maintaining organized tools and materials.
  • Proactively learning productivity software.

Project Management:

  • Planning for behavioral change.

Process Management:

  • Continuously enhancing team workflows and processes.

Communication Skills:

  • Effectively sharing perspectives.

Teaching and Persuasion:

  • Communicating with clarity and structure.
  • Establishing credibility with stakeholders.

Insight Generation:

  • Leveraging performance data to develop insightful strategies.

Problem Solving:

  • Engaging in team problem-solving initiatives.
  • Formulating strategies focused on technological innovation.

Quality Management:

  • Evaluating workflows and processes for effectiveness.

Team Leadership:

  • Aligning team efforts with vision, strategy, goals, and priorities.

Indicators of Success:

  • Demonstrated experience in Salesforce administration and operations, particularly in process automation and data management.
  • Experience in leading and mentoring teams.
  • Relevant certifications such as Salesforce Certified Administrator and Salesforce Certified Advanced Administrator.
  • A Bachelor's Degree is required.

Position Details:

  • Title: Salesforce Operations Lead
  • Reports to: Director of Customer Success
  • Direct Reports: 1+

Work Culture:

  • We strive to create a movement in numeracy. This is a challenging endeavor, and collaboration is essential. Zearn fosters a transparent, cooperative, and feedback-oriented culture.

Remote Work:

This position is primarily remote, with potential travel for business and team-building activities.

Compensation and Benefits:

The salary range for this position is $110,000 - $125,000 annually.

We provide a competitive benefits package, including comprehensive medical, dental, and vision coverage, short- and long-term disability, life insurance, 401K matching, parental leave, and a flexible PTO policy. Our culture is collegial and passionate, with the opportunity to make a positive impact on the lives of countless children.

Equal Opportunity Employer:

Zearn is committed to diversity and inclusion, ensuring a welcoming environment for all employees. Employment decisions are based on qualifications, merit, and business needs.

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