Role at a glance
- Job function
-
Sales Sales Operations & Support
- Salary
- Not yet verified Check the description for pay details; an amount or pay period has not been verified.
- Location
- Chicago, United States
- Work arrangement
- On-site
- Employment
- Full-time
- Experience
- 2+ years as a business analyst on commercial systems, or in sales operations, commercial operations, or CRM support.
- Education
- BA/BS in Business, Analytics, Information Systems, Finance, Economics, or a related field, or equivalent experience.
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Role Summary
The Salesforce Business Associate is the first point of contact for the commercial field on account, contact, territory, visibility, and reporting questions. The role works inside Salesforce as an expert user to diagnose underlying problems, resolve Sales Operations items, and route other requests to the right owner, while configuration, provisioning, releases, and access remain with platform and IT teams.
What You'll Do
- Resolve account, contact, territory, visibility, and reporting requests that Sales Operations owns, and route the rest to a named owner
- Maintain accuracy across accounts, contacts, and account hierarchy, including hierarchy and merge requests and unmatched leads and...
- Keep field roster and territory records current and reconcile alignment changes on the published cadence
- Coordinate new hire and role change access with IT in the correct sequence
- Run account and contact data loads through the documented process with a backup and rollback step
- Build and maintain Salesforce reports and dashboards the field uses, and write job aids and short guides
Generated from the employer's posting. Verify important details before applying.
View full postingQualifications
A BA/BS or equivalent experience, 2+ years in commercial systems or CRM support, and expert-level Salesforce skills.
Required
- BA/BS in Business, Analytics, Information Systems, Finance, Economics, or a related field, or equivalent experience
- 2+ years as a business analyst on commercial systems, or in sales operations, commercial operations, or CRM support
- Confident in Salesforce as an expert user: reports and dashboards, record maintenance, and bulk data tools such as Data Loader
- Familiarity with account hierarchy, territory assignment, and sales alignment concepts
- Experience gathering requirements and collaborating with technical or offshore engineering teams
- Judgment to recognize when a request is the wrong request and offer the right path
- Clear, direct written communication
- Highly organized, able to hold many open requests at once
Preferred
- Healthcare, diagnostics, or precision medicine experience
- Exposure to ServiceNow, Okta, or Looker
- Salesforce Administrator certification (ADM-201)
- Administrator experience
Original job description
Content provided by the employer
Original job description
Content provided by the employer
Passionate about precision medicine and advancing the healthcare industry?
Recent advancements in underlying technology have finally made it possible for AI to impact clinical care in a meaningful way. Tempus' proprietary platform connects an entire ecosystem of real-world evidence to deliver real-time, actionable insights to physicians, providing critical information about the right treatments for the right patients, at the right time.
The Salesforce Business Associate is the first person the commercial field turns to when something in our systems does not look right: a rep who cannot see their orders, an account under the wrong parent, a new hire with Salesforce but not Looker, a manager missing a territory on their dashboard. You will work inside Salesforce every day as an expert user, partnering with Sales Operations, Customer Support, Pharma Sequencing, Commercial Strategy, and our Salesforce engineering team. You are not the org's administrator. Configuration, provisioning, releases, and access all sit with the platform and IT teams. Your value is knowing what is actually broken, fixing the part Sales Operations owns, and getting the rest to the right owner quickly.
Key Responsibilities
- Field Request Resolution. Act as first point of contact for the commercial field on account, contact, territory, visibility, and reporting questions. Resolve what Sales Operations owns and route the rest with a named owner, never a dead end.
- Diagnosis Over Execution. Work out the underlying problem rather than running the request as worded. A meaningful share of incoming asks are answered by correcting one record, explaining how something already works, or redirecting to a different team.
- Account & Hierarchy Stewardship. Maintain accuracy across accounts, contacts, and account hierarchy. Action hierarchy and merge requests, including declining them with a clear reason when the record is already correct. Resolve unmatched leads and placeholder records so orders land on the right account and provider.
- Roster, Territory & Access Coordination. Keep field roster and territory records current as people join, move, and leave. Execute and reconcile alignment changes on the published cadence. Coordinate new hire and role change access with IT in the correct sequence, and follow up on the steps that are commonly missed.
- Data Operations. Run account and contact data loads through the documented process, with a backup and a rollback step on every load.
- Reporting & Self-Serve Enablement. Build and maintain the Salesforce reports and dashboards the field actually uses. Write job aids and short guides so recurring questions become self-serve.
- Requirements & Continuous Improvement. Spot the requests that keep recurring, and decide whether the fix is a data standard, a process change, or an engineering build. Translate the engineering ones into clear, testable requirements and remain the business point of contact through delivery.
Qualifications
- BA/BS in Business, Analytics, Information Systems, Finance, Economics, or a related field, or equivalent experience.
- 2+ years as a business analyst on commercial systems, or in sales operations, commercial operations, or CRM support.
- Confident in Salesforce as an expert user: reports and dashboards, record maintenance, and bulk data tools such as Data Loader. Administrator experience is welcome but not required.
- Familiarity with account hierarchy, territory assignment, and sales alignment concepts.
- Experience gathering requirements and collaborating with technical or offshore engineering teams.
- The judgment to recognize when a request is the wrong request, and the confidence to say so and offer the right path.
- Clear, direct written communication. Much of this role is explaining a constraint to a salesperson who does not want to hear it.
- Highly organized, able to hold many open requests at once and keep every one of them moving.
- Healthcare, diagnostics, or precision medicine experience preferred. Exposure to ServiceNow, Okta, or Looker is a plus. Salesforce Administrator certification (ADM-201) is a plus, not a requirement.
US: $70,000 - $90,000
The expected salary range may vary for other locations. Actual salary may vary based on qualifications and experience. Tempus offers a full range of benefits, which may include incentive compensation, restricted stock units, medical and other benefits depending on the position.
We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
About the company
Tempus AI
Large Enterprise
Tempus AI is a cutting-edge technology company specializing in artificial intelligence solutions for healthcare. By harnessing advanced machine learning algorithms, Tempus AI aims to enhance patient outcomes through data-driven insights and personalized treatment plans. The company collaborates with medical professionals and researchers to bridge the gap between clinical data and actionable intelligence, thereby transforming the way healthcare is delivered and understood. With a commitment to innovation and excellence, Tempus AI is at the forefront of revolutionizing healthcare through technology.