Sales Operations Manager

San Francisco, New York Sales Full-time

Blend helps lenders maximize their digital agility. Our digital lending platform is used by Wells Fargo, U.S. Bank, and other leading financial institutions to increase customer acquisition, improve productivity, and accelerate the delivery of any banking product across every channel. We process more than $3.5 billion in mortgages and consumer loans daily, helping millions of consumers get into homes and gain access to the capital they need to lead better lives.

You will be responsible for defining and implementing our CRM strategy and roadmap. This will require you to define what a healthy org looks like and help ensure we are executing against this objective. This role will work with Sales, Customers Success, Marketing, Cross-functional Operations teams, and Finance teams.

How you'll contribute:

  • Define a healthy SFDC instance and build out strategy and controls to ensure we meet this objective
  • Lead cross-functional projects from ideation to execution that directly impact new business, customer success, and retention
  • Implement and maintain Salesforce customizations, including configuration, custom fields and objects, layouts, and use of declarative tools
  • Define and enforce our change management policies in collaboration with ops (Sales, CS, Marketing and BizOps) and enablement teams
  • Create and maintain documentation on processes, policies, protocols, application configuration, data dictionaries, and help-related materials for users as applications are developed
  • Develop models to help analyze the health of the business including sales forecasting, pipeline generation, coverage, and customer utilization
  • Design processes to improve hygiene and report on the data necessary to make strategic growth decisions
  • Regularly auditing data to uncover data integrity issues and/or opportunities for process improvement
  • Be hands-on with administrative functions including user account maintenance, creating custom objects, custom fields, formula fields, validation rules, custom list views and other content of intermediate complexity
  • Leverage external Salesforce consulting resources where necessary

Who you are:

  • 5+ years of Salesforce administration experience at a high-growth SaaS company
  • Salesforce Administrator Certification (ADM 201) or equivalent experience
  • Salesforce Development Certification or equivalent experience
  • Experience building out processes that maximize usability of the Sales tools to ensure data integrity
  • Thorough understanding of custom objects, fields, validation rules, workflow rules, process flows, and visual workflow--and knowledge of which situations are appropriate for each
  • Proven track record of building and  implementing complex business requirements within Salesforce and third party applications
  • Experience with Apex, SOQL, Visualforce, Lightning Components, and/or the API, and an interest in developing these skills

Bonus Points!

  • Experience implementing CPQ, Subscription Management, or Contract Management systems
  • Web application development experience

Benefits and Perks:

  • Meaningful equity and a 401(k) plan
  • Comprehensive health benefits 
  • Wellness benefits covering a variety of wellness activities, fitness classes, fitness equipment and more 
  • Stipends for work from home setup, internet, and meals
  • Company-wide mental health days 
  • Weekly remote all hands
  • Flexible work schedule, with open vacation policy
  • 16 weeks of paid parental leave

Blend is an equal opportunity employer that values diversity, inclusion and belonging. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity or expression, sexual orientation, age, marital status, veteran status disability status, or any other characteristic protected by law. We will consider for employment all qualified applicants with arrest and conviction records in a manner consistent with applicable law, including the San Francisco Fair Chance Ordinance.