Teams at Loopio

Own Salesforce administration, configuration, optimization, workflow automation, reporting, dashboards, support, documentation, and release management for revenue teams. Partner with Sales, Marketing, CX, IT, and Revenue Operations stakeholders to translate business needs into scalable technical solutions. Lead process improvement projects, resolve root causes, evaluate platform features, and serve as the organization’s Salesforce subject matter expert.

Provide customer support through Zendesk tickets and phone inquiries, troubleshoot and reproduce software issues, review logs, and deliver clear solutions. Create help-center resources, document internal learnings, train teammates, and collaborate with Engineering, Product, Design, and Customer Experience teams. Monitor trends, share product feedback, maintain product expertise, and identify improvements while supporting North American customers on an overnight India-based shift.

Respond to inbound prospects, answer product questions, conduct discovery calls, qualify leads, and convert qualified prospects into opportunities for Account Executives. Nurture prospects, analyze sales and marketing metrics, improve inbound sales processes, and collaborate with Sales and Marketing teams on communication strategies and demonstrations.