Salesforce Operations Manager

Zearn is the nonprofit educational organization whose mission is to inspire all kids to love learning math. Everything we do is driven by our belief that every kid is a math kid.

Our top-rated learning platform is designed to catch kids up and move them forward in grade-level math. And it works. Large-scale efficacy research shows students who use Zearn make significant gains in math proficiency, including the students who start multiple grade levels behind.

The vital importance of learning math today is hard to understate, and yet today, it is common to think that only some are born to achieve in math. Math learning is often disparaged and feared, or viewed as a special interest or luxury. We don't look at learning to read the same way. 

Zearn exists to help create a world where all children love learning math. 

Learn more about us at https://about.zearn.org/.

The purpose of the Salesforce Operations Manager at Zearn is to drive transformative improvements in Zearn’s Salesforce ecosystem by optimizing workflows, implementing innovative solutions, and fostering a collaborative environment that boosts productivity and performance. This is achieved by:

Offering support and collaboration to Zearn’s Salesforce users, with the ultimate goal of increasing productivity and overall performance.

• Oversee the scoping of sales requests and finance requests, managing the flow of data delivery to ensure timely responses.
• Work with stakeholders to understand challenges, determine solutions using best practices, and implement changes.
• Work with cross-functional teams, including Finance, Legal, Support, and Engineering, to institute solutions that serve all teams and external systems.
• Provide users with training and Salesforce day-to-day education through onboarding, trainings, and videos.
• Train the sales team to utilize sales tools and systems to increase productivity and performance.
• Develop and maintain training documentation, resources, and videos.
• Work with cross-functional teams, including Finance, Legal, Support, and Engineering, to institute solutions that serve all teams and external systems.

Optimizing Zearn’s Salesforce org through your extensive knowledge of the CRM, and identifying areas for improvement.

• Implement Flows to automate actions, tasks, and complex business processes, ensuring best practices.
• Perform audits of the Salesforce org to identify areas for clean-up, repurposing, and removal.
• Stay updated on new tools and capabilities to identify additional opportunities for improvement.
• Support Zearn in using third-party tools more effectively to streamline the sales process.
• Evaluate current tools for potential replacements and/or additions to fill operational gaps.
• Assess and build cross-functional system integrations.

Managing a team of Salesforce specialists ensuring they have the resources and support needed to perform their duties effectively. 

• Coordinate team activities and projects, setting priorities and ensuring deadlines are met.
• Foster a collaborative and productive team environment.
• Monitor and report on key performance indicators (KPIs) to senior management.

Problems someone in this role can be expected to solve:

• In what ways can our training of new users be improved?
• What are the current issues our Salesforce users encounter, and how can we work together to counter them?
• How can we further customize our Salesforce org to cater to our team’s needs?
• What Flows can be implemented to improve our processes and workflows?
• What additional resources and/or support can our Salesforce Specialists use to help make their work more efficient?

SKILLS: Below are the skills we believe would be impactful for this role. We certainly do not expect a candidate to be fluent in any more than five to six of these skills, we would expect a candidate to be excited to learn many of the others through continuous coaching and on-the-job apprenticeship.

Personal Organization:

• Keeping your tools and materials organized
• Proactively learning productivity software

Project Management:

• Planning behavioral change

Process Management:

• Continuously improving your team’s workflow and processes

Verbal Communications:

• Sharing your perspective productively

Teaching and Persuading:

• Communicating with structure
• Establ