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Artificial Intelligence • Cloud • Consumer Web • Productivity • Software • App development • Data Privacy
Design and build AI-powered product experiences in Dropbox's FSS flow, collaborating with product and design to enhance user interactions.
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The Financial Analyst role focuses on assessing financial performance, developing risk frameworks, and collaborating with stakeholders to manage risks.
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Artificial Intelligence • Cloud • Consumer Web • Productivity • Software • App development • Data Privacy
Design and implement IAM solutions with a focus on Okta and SailPoint, managing access policies and security for enterprise applications.
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The Pre-Sales Operations Specialist supports Customer Success Managers (CSMs), National Sales Executives (NSEs) and Account Executives (AEs) by ensuring pre-sales accurate deal entry. This role focuses on Salesforce administration, contract preparation, and sales order process governance to improve operational efficiency.
Essential Functions:
- Assist with pre-sales inquiries and order forms to streamline the sales process.
- Ensure contract and opportunity data accuracy within Salesforce.
- Collaborate with sales leadership to train new sales representatives on CRM processes and tools.
- Manage and troubleshoot Salesforce integrations related to pre-sales activities.
- Support the transition of new deals into the accounting system, ensuring data accuracy.
- Participate in process improvement initiatives to enhance pre-sales efficiency.
- Handle special projects as assigned by leadership.
Competencies:
- Attention to Detail: Ensure accuracy in order forms, contract changes, and CRM entries.
- Logical Thinking: Understand relational data and maintain process integrity.
- Passion: Demonstrate engagement in supporting internal stakeholders.
- Impact: Proactively address challenges and ensure smooth deal progression.
- Problem Solving: Apply analytical skills to resolve pre-sales operational issues.
- Minimum 3 years of experience in sales or customer service support with strong Salesforce CRM expertise.
- Bachelor’s degree preferred; equivalent experience accepted
- Proficiency in MS Office, especially Excel (advanced preferred), and Salesforce.
- All the coverage you would expect- health, dental, vision, etc.
- Work-from-home environment.
- Generous vacation time.
- Retirement benefits. We want to support your future and offer a generous $1:$1 company match.
- Career Growth: Full access to our LMS, learning resources and tuition reimbursement opportunity
This position has a hourly range of $19-$21 USD. Where an applicant will ultimately fall within the stated range depends on a variety of factors, including, for example, geographic location and level of experience.
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
