At Callagy Recovery, we’re committed to using data, technology, and human connection to drive smarter business decisions and outstanding client experiences. As our team continues to grow, we’re looking for a Salesforce-savvy professional who can blend data reporting expertise with sales administrative support — and who has an appetite for innovation, automation, and emerging tech.
We are seeking a Salesforce Data Reporting & Sales Operations Specialist to manage reporting dashboards, ensure data accuracy, and streamline sales processes. This role bridges the gap between data analytics and sales execution — ideal for someone who thrives on organization, precision, and creative problem-solving with technology.
Key Responsibilities
- Build and maintain Salesforce dashboards and reports to provide actionable insights to sales leadership and management.
- Support day-to-day sales administrative tasks — including lead management, pipeline tracking, proposal coordination, and CRM updates.
- Assist with sales process optimization through automation, workflow creation, and data quality improvement.
- Partner with marketing and operations to ensure accurate reporting on campaigns, conversions, and client retention metrics.
- Generate periodic reports (weekly, monthly, quarterly) summarizing key performance indicators (KPIs).
- Troubleshoot Salesforce data or reporting issues and coordinate with IT or vendors when needed.
- Contribute to technology enhancement initiatives — exploring automation tools, APIs, and integrations to streamline workflows.
- (Bonus) Apply basic programming or AI-assisted tools (e.g., Python, Excel macros, ChatGPT, or Salesforce Einstein) to improve data reporting or administrative efficiency.
Qualifications
Required:
- 2+ years of professional experience in a Salesforce-related role (reporting, CRM management, or sales operations).
- Proficiency in Salesforce report building, data extraction, and dashboard design.
- Strong Excel or Google Sheets skills
- Excellent organizational and communication skills — able to coordinate between sales, marketing, and leadership teams.
- Detail-oriented mindset with a strong sense of accountability and follow-through.
Preferred / Bonus Skills:
- Experience with Salesforce automation tools (Flows, Process Builder, or Apex triggers).
- Familiarity with programming/scripting (Python, SQL, or similar).
- Exposure to AI tools (ChatGPT, Salesforce Einstein, or other data-driven AI solutions).
- Background in sales administration or CRM optimization projects.
- Knowledge of data visualization platforms (Tableau, Power BI, or Google Data Studio).
Why Join Us
- Work with a forward-thinking team that values innovation, integrity, and efficiency.
- Opportunity to expand into data strategy, AI integration, or business analytics as the company grows.
- Competitive compensation and benefits package.
- Flexible, supportive work environment with room for creativity and advancement.
Job Type: Full-time
Pay: $40,000.00 - $50,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Application Question(s):
- Why are you interested/why do you think you would be a good fit in this role?
Work Location: Hybrid remote in Paramus, NJ 07652
