Salesforce & Systems Operations Specialist

This role will be responsible for managing and optimizing our Salesforce CRM platform, overseeing our call tracking and management systems, monitoring lead flow and reporting, providing sales operations support, including training and CRM performance assessments. Provide on-site general help desk and technical support for the company. This position will help troubleshoot day-to-day system and user issues, support team members with technology-related needs, and play a key role in helping the team operate efficiently by improving systems, streamlining processes, and maintaining accurate data., Salesforce & CRM Management

• Manage and maintain Salesforce CRM including user setup, reporting, dashboards, workflows, cadences, and data organization.
• Support lead routing, tracking, opportunity management, and conversion troubleshooting
• Assist with CRM automation, workflow improvements, reporting, and operational efficiencies.
• Identify and resolve system errors, data inconsistencies, and operational bottlenecks.
• Maintain organized documentation, SOPs, and process workflows.

Call Tracking & System Management

• Oversee call tracking and call management systems, including integrations, call flow monitoring, reporting, delays, and duplication issues.
• Test, maintain, and troubleshoot systems, Salesforce integrations and coordinate with vendors on system improvements.
• Support team in record management, tracking, and reporting initiatives.
• Assist with management and integration of dialers, SMS platforms, and other system integrations within the salesforce environment.

Technical Support & Team Training

• Provide day-to-day Salesforce, systems, and general technical/help desk support for team members.
• Troubleshoot salesforce and related system integration issues.
• Coordinate onboarding and salesforce set-up for team members
• Train team on CRM best practices as it relates to each department.
• Monitor team communication channels and assist with resolving operational and technical issues in real time.

Other Operations Support, Process Improvement & Project Coordination

• Generate and distribute sales, marketing, KPI, and operational reports for leadership and sales teams.
• Track operational metrics to help ensure team accountability and system performance
• Assist with ISA meeting reporting, corrections, presentations, and operational workflow coordination.
• Create, document, and maintain workflows, daily operational procedures, and process tracking systems.
• Identify opportunities to improve efficiency, communication, and overall system performance.
• Support leadership with operational projects, process implementation, and ongoing systems optimization.

Do you have experience in Sales management systems proficiency?, We are seeking a highly organized and detail-oriented Salesforce & Systems Operations Specialist to support and optimize our sales and lead management systems., The ideal candidate is tech-savvy, highly organized, operationally minded, and proactive in solving problems and improving processes. Strong communication skills, attention to detail, and the ability to support a fast-paced sales environment are essential for success in this role., * 5+ years of experience in Salesforce administration, CRM coordination, sales operations, technical support, or similar operational roles.

• Experience with Salesforce CRM or similar CRM platforms required.
• Experience with call tracking systems, dialers, platforms, or call management software preferred.
• Strong technical aptitude with the ability to learn, troubleshoot, and support multiple systems and integrations.
• Strong understanding of reporting, dashboards, workflows, automation, and operational metrics.
• Highly organized with attention to detail, problem-solving, and follow-through skills.
• Excellent communication, training, and team support abilities.
• Ability to manage multiple priorities in a fast-paced environment.
• Experience supporting sales, inside sales, acquisitions, call center, or real estate operations teams preferred.
• Experience with process documentation, SOP creation, onboarding, and team training.
• Salesforce certifications are a plus but not required., * Your experience with call tracking, dialers, or sales systems
• Your experience supporting sales or operations teams
• Your desired compensation range

Pulled from the full job description

• Referral program
• 401(k)
• Health insurance
• Paid time off
• Vision insurance
• Health savings account
• Dental insurance, * Competitive compensation based on experience
• Performance and profit-sharing opportunities
• 401(k)
• Health insurance
• Dental insurance
• Vision insurance
• Health Savings Account (HSA)
• Employee referral program
• Paid time off, * 401(k)
• Dental insurance
• Health insurance
• Health savings account
• Paid time off
• Referral program
• Vision insurance

MarketPro Homebuyers is a fast-growing real estate investment company in the Washington DC Metro area that purchases homes directly from homeowners for cash. Our mission is to provide homeowners with fast, simple solutions when they need to sell their property quickly.