Revenue Insights & Planning Analyst

Get AI-powered advice on this job and more exclusive features. 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. 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 follow us onLinkedInorFacebook. As a Revenue Insights & Planning Manager, you will play a crucial role in managing and optimizing our Salesforce platform. You will work closely with various departments to ensure that Salesforce meets the needs of our business and supports our growth objectives. As a Revenue Insights & Planning Manager, you will: Create and manage user accounts, profiles, roles, and permissions Customize Salesforce objects, fields, page layouts, and record types to meet business requirements Ensure data integrity through regular data audits, duplication, and data cleansing Develop and maintain workflows, process builders, and other automation tools to streamline business processes Create and manage custom reports and dashboards to provide actionable insights to stakeholders Provide training and support to Salesforce users, troubleshoot issues, and implement best practices Manage integrations with other systems and third-party applications Maintain security settings and conduct regular security audits to ensure compliance with company policies Develop and implement streamlined processes for sales, marketing and customer success to maximize revenue generation Provide training and support to teams on revenue processes and tools to ensure effective usage and adherence Lead special projects aimed at improving revenue operations and enhancing customer experience Requirements Bachelor's Degree in related field preferred 2+ years of experience as a Salesforce Administrator in a B2B environment 2+ years of experience in Revenue Operations role Salesforce Administrator Certification required; Advanced Administrator Certification preferred Proficiency in Salesforce configuration, data management, and automation tools. Experience with Salesforce Lightning is a plus Strong analytical and problem-solving skills with the ability to translate business requirements into technical solutions Excellent communication and interpersonal skills to work effectively with stakeholders at all levels Ability to work in a fast-paced environment and manage multiple priorities Benefits Competitive salary based on experience 20 days PTO and 13 days of companywide holidays 8 hours to volunteer and impact your community Comprehensive benefits (Health/Dental/Vision/401K) Employee choice benefit Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Industries IT Services and IT Consulting Referrals increase your chances of interviewing at TCP Software by 2x Get notified about new Planning Analyst jobs in Dallas, TX . Dallas, TX $80,000.00-$96,000.00 3 weeks ago Dallas, TX $60,000.00-$75,000.00 1 month ago Irving, TX $105,000.00-$110,000.00 3 weeks ago Dallas, TX $90,000.00-$120,000.00 6 days ago Farmers Branch, TX $41.00-$51.00 1 day ago Sr Solutions Strategy Director - Retail Supply Chain Planning CFA - Chartered Financial Analyst - Level 1 Tutor CFA - Chartered Financial Analyst - Level 2 Tutor CFA - Chartered Financial Analyst - Level 2 Tutor University Park, TX $18.00-$40.00 3 days ago CFA - Chartered Financial Analyst - Level 1 Tutor University Park, TX $18.00-$40.00 3 days ago CFA - Chartered Financial Analyst - Level 2 Tutor CFA - Chartered Financial Analyst - Level 1 Tutor CFA - Chartered Financial Analyst - Level 2 Tutor Grand Prairie, TX $18.00-$40.00 3 days ago CFA - Chartered Financial Analyst - Level 1 Tutor Grand Prairie, TX $18.00-$40.00 3 days ago CFA - Chartered Financial Analyst - Level 2 Tutor CFA - Chartered Financial Analyst - Level 1 Tutor CFA - Chartered Financial Analyst - Level 1 Tutor Senior Financial Planning and Analysis, Analyst People Planning & Initiatives Program Manager Business Tax Analyst- Work From Home - 3+ Yrs Paid Tax Experience Required We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr TCP Software