You will serve as a key Salesforce power user, helping maintain CRM hygiene, support opportunity management, build and maintain reports and dashboards, and ensure compliance with established sales processes.
You should be highly organized, detail-oriented, analytical, and comfortable working with data.
This role provides an excellent foundation for career growth into Sales Operations, Revenue Operations, Business Analytics, or Salesforce Administration.
Key Responsibilities
Salesforce Administration & Opportunity Management
- Review and support opportunity creation and updates within Salesforce.
- Ensure opportunities are accurately aligned to stages, forecast categories, account records, and ownership structures.
- Assist sales teams with CRM questions, troubleshooting, and best practices.
- Maintain account, contact, and opportunity data integrity.
- Support user setup, field updates, validation rules, and process improvements as needed.
- Monitor Salesforce data hygiene and proactively identify inconsistencies, duplicates, and missing information.
- Conduct routine CRM audits and data quality reviews.
- Ensure adherence to sales processes, stage definitions, and opportunity management standards.
- Work with sales leadership to drive CRM adoption and process compliance.
- Identify and recommend improvements to data governance practices.
- Design, build, and maintain Salesforce reports and dashboards.
- Support weekly, monthly, quarterly, and annual sales reporting requirements.
- Develop reporting that provides visibility into pipeline health, forecast accuracy, sales activity, and performance metrics.
- Assist with ad-hoc data requests and analysis from sales leadership and executive teams.
- Validate reporting accuracy and reconcile discrepancies when identified.
- Support sales planning and operational initiatives.
- Assist with territory, account, and ownership maintenance within Salesforce.
- Document operational processes and maintain user guides and support materials.
- Partner with sales, marketing, customer success, and finance teams to ensure alignment across systems and reporting.
- 1-2 years of experience in Sales Operations, Business Operations, Revenue Operations, CRM Administration, Analytics, or related function.
- Strong attention to detail and commitment to data accuracy.
- Excellent analytical and problem-solving skills.
- Advanced Microsoft Excel skills.
- Strong written and verbal communication skills.
- Ability to manage multiple priorities in a fast-paced environment.
Preferred Qualifications
- Experience using Salesforce CRM.
- Familiarity with sales processes, forecasting, and pipeline management.
- Experience creating reports and dashboards.
- Knowledge of data quality and governance best practices.
- Exposure to business intelligence tools such as Power BI, Tableau, or similar platforms.
About Simeio and What We Do:
Simeio has over 650 talented employees across the globe. We have offices in USA (Atlanta HQ and Texas), India, Canada, Costa Rica and UK.
Founded in 2007, and now backed by private equity company ZMC, Simeio is recognized as a top IAM provider by industry analysts.
Alongside Simeio’s identity orchestration tool ‘Simeio IO’ - Simeio also partners with industry leading IAM software vendors to provide access management, identity governance and administration, privileged access management and risk intelligence services across on-premise, cloud, and hybrid technology environments.
Simeio provides services to numerous Fortune 1000 companies across all industries including financial services, technology, healthcare, media, retail, public sector, utilities and education.
Skills Required
- 1-2 years of experience in Sales Operations, Business Operations, Revenue Operations, CRM Administration, Analytics, or related function
- Strong attention to detail and commitment to data accuracy
- Excellent analytical and problem-solving skills
- Advanced Microsoft Excel skills
- Strong written and verbal communication skills
- Ability to manage multiple priorities in a fast-paced environment
- Experience using Salesforce CRM
- Familiarity with sales processes, forecasting, and pipeline management
- Experience creating reports and dashboards
- Knowledge of data quality and governance best practices
- Exposure to business intelligence tools such as Power BI, Tableau, or similar platforms
What We Do
Customers of all sizes globally rely on Simeio to help secure their organizations. An innovative and industry leader, Simeio offers professional services, Identity and Access Management (IAM) managed services and Identity as a Service (IDaaS). Its full range of services is powered by an industry-first IAM Virtualization Platform delivered via Simeio's Identity SOC. Simeio's Identity SOC is the first and only solution of its kind designed specifically to operate, monitor, and defend complex multi-vendor IAM infrastructures and deliver actionable business intelligence. Simeio's client base is expanding as interest in identity and access management and IT governance, risk and compliance grows across all sectors. Headquartered in Atlanta, Georgia, Simeio has operations in India, the United Kingdom, Europe, across North America, South America and Canada. We are a cutting-edge growing company with a strong dedication to our employees and their opportunity for growth and success. Simeio offers a state-of-the-art technology office with plans for continued growth and expansion. Our company culture is crucial to those driven for success with an entrepreneurial spirit, solution oriented, and individual contributors, as well as, team players.
