Salesforce Analyst

Duration: Initial commitment of approximately 10–15 hours per week, with flexibility for the role to expand into a full-time opportunity over time (6-12 months extension, conversion possible)

Location: 100% Remote Delivery

We are seeking a highly organized, proactive, and execution-focused Operations & Salesforce Coordinator to support end-to-end business operations across Salesforce opportunity management, project financial operations, billing coordination, and cross-functional process execution. This role is ideal for a self-starter who thrives in fast-paced professional services or consulting environments and can independently manage critical operational workflows with minimal oversight. The successful candidate will serve as a central operational partner, ensuring revenue opportunities, project financials, billing processes, and internal deliverables are executed accurately, efficiently, and on schedule. This is a long-term opportunity with the potential to grow from a part-time engagement into a full-time role as the business expands.

Key Responsibilities

Salesforce & Opportunity Management

• Manage and maintain the Salesforce opportunity lifecycle, including:
• Opportunity creation and progression
• Close date management
• Opportunity closure
• Charge code creation
• Budget setup
• Time tracking integration
• Billing schedule tracking
• Ensure data integrity and consistent data hygiene across Salesforce records
• Maintain accurate project financial data and forecasting inputs
• Hold internal stakeholders accountable for timely updates and reporting accuracy

Billing & Financial Operations

• Coordinate billing processes, invoicing workflows, and charge code management
• Support project budget setup, tracking, and maintenance
• Monitor financial progress against project budgets and timelines
• Partner with finance and leadership teams to ensure operational accuracy and financial controls
• Assist with revenue tracking, amortization schedules, and project financial reporting

Cross-Functional Operational Execution

• Drive completion of approvals, sign-offs, and operational deliverables across teams
• Proactively identify and escalate blockers to maintain project momentum
• Ensure deadlines and operational milestones are consistently met
• Serve as a central operational point of coordination between sales, delivery, finance, and leadership teams

Stakeholder Communication & Accountability

• Act as a highly proactive operational partner across the organization
• Follow up persistently and professionally to obtain missing information and ensure task completion
• Maintain strong communication and coordination across:
• Sales teams
• Partners
• Finance
• Delivery teams
• Leadership stakeholders
• Ensure operational gaps do not delay execution or impact reporting accuracy

Qualifications

• Prior experience supporting Salesforce administration, opportunity management, or operational workflows in a professional services, consulting, or agency environment
• Strong understanding of project financial operations, billing coordination, and budget tracking
• Experience managing multiple priorities in a fast-paced environment
• Exceptional organizational skills and attention to detail
• Strong communication skills with the confidence to follow up, push for accountability, and drive completion across stakeholders
• Comfortable working independently with minimal oversight
• Experience with automation tools, workflow platforms, or AI-enabled productivity tools is a plus

Ideal Candidate Profile

The ideal candidate is:

• Highly organized and execution-oriented
• Comfortable operating in a fast-moving environment with shifting priorities
• Confident managing stakeholder follow-up and accountability
• A strong communicator who is proactive, resourceful, and solutions-oriented
• Interested in learning, improving processes, and growing operational skill sets over time

We are open to candidates ranging from experienced operations or executive support professionals to ambitious early-career professionals eager to grow within operations and business process management.

Eligibility Requirements

• Legal authorization to work in the United States is required.
• As a contractor, including remote contractors, you may be required to complete a background check.
• This role will begin as a part-time contract engagement (approximately 10–15 hours per week) with the potential to expand into a long-term full-time opportunity based on business needs and performance.
• As a contractor, you will be paid for hours worked and will not be eligible for company-sponsored benefits, paid time off (PTO), or holiday pay unless otherwise required by applicable state or local laws.