About the role
We're looking for a detail-oriented and driven Operations Analyst – Salesforce Admin to support and optimize our internal operations, with a strong focus on Salesforce administration and cross-functional data needs. This role will be key in ensuring data integrity, supporting system workflows, and surfacing meaningful insights across departments. You'll be part of the Operations team, working closely with the Head of Operations and Operations Manager to keep our systems clean, processes smooth, and teams informed.
Key Responsibilities:
Own and execute key recurring operational tasks including account and billing audits, opportunity management, user onboarding/offboarding, duplicate resolution, list segmentation, and dashboard/report maintenance.
Develop and support reporting for all departments to meet daily, monthly, quarterly, and annual data needs.
Collaborate with the Operations Manager to identify and surface new insights for leadership using a varied and evolving tech stack.
Visualize and share data-driven insights both within and outside of Salesforce.
Help drive a culture of data-backed decision making across the company.
Support stakeholders in understanding the data presented and shaping their own data needs.
Partner with the Head of Operations on routine audits and marketing, sales, and customer success workflows.
Ensure Salesforce data cleanliness and ongoing integrity through consistent audits and data hygiene practices.
Tackle ad hoc projects and tasks as needed to support business priorities.
What you'll bring to the role:
Required Technical Skills:
Proficiency in Salesforce reporting and dashboard building
Advanced Excel and Google Sheets knowledge, including complex formulas
Experience with Salesforce–Google Sheets connectors
Familiarity with Looker Studio or other data visualization tools
Strong auditing and data hygiene skills
Experience with data cleansing, manipulation, and visualization
Nice-to-Have Technical Skills:
Experience with Pardot
Familiarity with Chili Piper or LeanData
DocuSign setup or workflow knowledge
Salesforce Admin or Business Analyst certification
Experience using DemandTools for mass data updates
Additionally, you will be:
Flexible and adaptable in fast-paced environments
Inquisitive mindset with a passion for learning and solving problems
A critical thinker with strong attention to detail
Creative and solutions-oriented
Self-motivated and organized, able to manage priorities independently
Someone with high integrity with a commitment to accuracy
Strong presentation and communication skills
About the company
Whip Around was born in 2016, originally to help freight companies in New Zealand tackle their paper-based compliance burden. It was whilst working for some of the globe's largest freight companies, that we saw first-hand how much time paper was costing fleet managers every day. Within a year, the US market was calling loudly as Whip Around met a clear pain point for businesses with fleets. Whip Around now services customers from coast to coast in the US and around the world.
Team culture is at the heart of our success, with personal improvement being just as important as company outcomes. We now boast a senior leadership team with experience from numerous successful global businesses and continue to double down on our vision to bring simplicity and efficiency to fleet management and compliance.