Zurich Insurance - Schaumburg, IL
posted 4 months ago
The Business Strategy and Sales Operations Team in Direct Markets is seeking a Sales Operations Analyst to support our ongoing efforts to improve adoption and utilization of the Salesforce Customer Relationship Management (CRM) system. This is a hybrid role within the U.S, preferably located at either our Schaumburg, IL or Overland Park, KS office. As a Sales Operations Analyst, you will serve as a key administrator for Salesforce CRM within Direct Markets. Key tasks include but are not limited to: leading efforts on Salesforce data clean-up and maintenance, which encompasses Hierarchy Updates, Territory Management, Business Status Changes, and New Record Creation. You will also identify, develop, and implement technical training solutions in Salesforce, partnering with the Direct Markets Training and Business Development team. Additionally, you will develop the strategy for contact information clean-up and maintenance, collaborating with our Marketing team. Your responsibilities will also include constructing and maintaining user dashboards and reports, cleaning up legacy reports, and creating and maintaining the process for Data Quality Control. You will assist the business architect for the CRM workstream as needed and respond to ad-hoc field inquiries, serving as their point of contact for Salesforce CRM. A successful candidate will not only bring strong technical skills but also a high degree of interpersonal skills, as this position requires close engagement with our Direct Sales team, both as a leader of our data quality efforts and as a trainer and problem-solver for user questions. This role will be filled at either the Sales Operations Analyst I or II level, with the hiring manager determining the appropriate level based on the selected applicant's experience and skill set relative to the qualifications listed for this position.