Sales Operations Engineer

We are seeking a highly technical Sales Operations Engineer to own the technical infrastructure and systems that power our entire go-to-market and client-facing organizations.

This role is the primary bridge between our company's strategic goals and the technical execution within our Salesforce ecosystem.

The ideal candidate understands the unique, consultative sales model of the PEO industry and recognizes that Salesforce is the central hub for our entire client lifecycle.

You will be responsible for designing, building, and maintaining scalable solutions that support not only a complex sales cycle but also the critical handoffs and workflows that support our Implementation, Client-facing HR, and Benefits teams.

Your work will directly impact sales productivity, proposal accuracy, and, most importantly, our ability to deliver a seamless and integrated client experience from the first contact to long-term service.

Key Responsibilities Salesforce Platform :

• Serve as the primary technical owner for Salesforce Sales Cloud.
• Design, build, and maintain complex automation using Flow to streamline the quote-to-cash process, including proposal generation and handoffs to underwriting or operations.
• Client LifeCycle & Service Operations Design and manage the automated handoff process from a 'Closed-Won' opportunity to the Implementation team, ensuring all client data is transferred accurately.
• Partner with Implementation, HR, and Benefits leaders to build and maintain workflows that automate key onboarding tasks, team notifications, and data validation.  Build and maintain the technical infrastructure for our client service teams, potentially using Salesforce Cases or Service Cloud, including case assignment rules and escalation paths.
• Develop reports and dashboards to track key post-sale metrics, such as implementation timelines, client case volume, and resolution speed.

Sales Process & Data Engineering :

Systems Integration & Management :

Huge Plus (Highly Preferred) :