Facilitate customer workshops for discovery for development of project scope, defining user stories, understanding project roadmap and timelines to ensure transition to new systems for all teams involved.

Development and implementation of automation initiatives within Salesforce and other integrated systems Partnering with Sales and Service management to identify opportunities for process improvement. Implement best practices in respect of forecast accuracy, customer segmentation, sales productivity by rep Assistance with operational and financial month-end close. Support of business units utilizing Salesforce and other IT systems with over 900 users. Bespoke customizations for business units to tailor the system to in-house processes. Oversee integrations with 3rd party systems and the data sync.Partner with marketing op's to streamline lead and opportunity reporting for better view of campaign ROIPartnering with Sales Development training team in development and delivery of internal system training documentationAdministration of Clari RevOps salesforce connected system.

Responsibilities include Project management of Salesforce instance roll out System administration for Salesforce instanceDevelopment of workflows and process automationDevelopment of HTML templates for salesforce communication Salesforce Pardot management and administration Integration from third-party applications into our environment Salesforce community management internallyCommunity platform management Salesforce induction training and user acceptance training Pardot Administration Pardot campaign building and maintenance Pardot Campaign reporting and influence Salesforce user training and adoptionReporting and analytics management for directorsBudget preparation Payroll and leave administration Internal staff commission system administration and computation Administration of own product platform Debit order administration Reporting to third part insurers Customer relationship management and debtor handling

Responsibilities include BookkeepingBudget preparation Product analysis Payroll and leave administration SARS compliance Claims authorisation Reconciliations.Credit control Staff management Internal staff commission system administration and computation Administration of own product platform Debit order administration Reporting to third part insurers Customer relationship management and debtor handling

Submission for premium collectionAllocation of premium and actioning outstandingsInstructing for policy cancellations due to non/late paymentReporting to the insurer we underwrite for. Commission payments and allocations to brokersLiasing with software provider to tailor reports for the company. Making payments of premium to insurer. Bank reconciliation of all payments, being claims, premium, refunds and commission. Credit control of all premium.