Revenue & Insights Planning Specialist - SFDC

TCP is committed to cultivating a diverse and inclusive team. However, we are not able to sponsor visas for this role.

About TCP (TimeClock Plus):

For more than 30 years, TCP has helped organizations engage their people by providing flexible, mobile timekeeping and workforce management solutions. Trusted by tens of thousands of customers and millions of users, TCP delivers best-in-class technology and personalized support to organizations of all sizes in the public and private sector to meet their complex timekeeping, employee scheduling, leave management and other workforce needs. We recently embraced our new, refreshed brand which we feel fully embodies our commitment to innovation while also completing our first acquisition of Humanity, an industry-leading cloud-based scheduling platform. Growth is happening and our vision for a successful future is clear - We'd love for you to join us on this journey! For more information on TCP, visit www.tcpsoftware.com or follow us on LinkedIn or Facebook.  

The Revenue & Insights Planning Specialist provides critical administrative and operational support to the Revenue Planning & Insights team. This role helps ensure accurate reporting, efficient data management, and smooth coordination across teams involved in revenue forecasting, business reviews, and performance tracking.

As a Revenue & Insights Planning Specialist, you will: 

• Make day-to-day administrative updates and corrections to SFDC environment.
• Liaison between BizSys and RevOps. Has the technical knowledge to interact with BizSys from a Business focus.
• Manage the SFDC Roster, Quotas, Performance, and other related reporting tied to these items. This requires coordination with FP&A, HR, and Sales.
• Internal Project Management to Insights & Planning function
• Manage the portfolio of RevOps Certified Reports in SFDC.
• Review and reconcile data across cross-functional teams.
• Work with Sales Leadership on day-to-day challenges.
• Partner with the FP&A team to support their SFDC activities, serving as a business-focused expert who understands both the technical SFDC environment and its strategic business impact.
• Oversee the RevOps shared drive, with a focus on maintaining the Deal Docs and reconciliations repository.
• Assist with data analysis across the sales organization.

Requirements

• Bachelor’s degree in business business-related field or prior experience
• Competitive salary based on experience.
• 3+ years of Salesforce Experience. 
• Exceptional attention to detail.
• Strong ability to communicate clearly and concisely. 
• Strong interpersonal and relationship skills. 
• Strong ability to prioritize and manage issues. 

 Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.

• Must be able to lift up to 15 pounds at times.

Benefits

• Competitive salary based on experience 
• PTO and Sick leaves 
• In-Patient Health insurance 
• Provident fund and EOBI 
• The work/life setup you need to be successful 
• A creative, collaborative, supportive environment that gives you the autonomy to explore new ideas, grow your skillset, and create outstanding results 
• The opportunity to work with amazing talent in a fast-growing company that really values its team 
• Company sponsored training, workshops, education, and team building.   
• The chance to make a genuine impact on the company’s growth.  
• Plenty of challenging work and the opportunity to stretch yourself.  
• Every day you’ll get to work with amazing talent in a fast-growing company that really values their people.