About the company
TaxBit is helping to drive mainstream adoption of digital assets by connecting the consumer, enterprise, and government tax and accounting ecosystems. Our Software-as-a-Service (SaaS) platform streamlines our customersā reporting experience across traditional and digital asset classes. We are trusted by thousands of consumers, leading exchanges and enterprises, government agenciesāincluding the IRSā respected accounting firms, and others to solve complex accounting problems at scale and ensure compliance with the latest tax laws. TaxBit investors include Haun Ventures, IVP, Insight Partners, Paradigm, Tiger Global, PayPal Ventures, Winklevoss Capital, Coinbase Ventures, and other leading crypto investors. Our team is located in Salt Lake City, San Francisco, Seattle and Washington, D.C. If youāre searching for a company thatās dedicated to your growth, recognizes your unique contribution, and provides a fun, flexible, and inclusive work environment, then TaxBit is the place for you. Weāre looking for team members who are ready to join a hypergrowth company and excited to work at the forefront of an entirely new industry.
Job Summary
Role and Responsibilities
šUnderstand the commercial operation, challenges, and objectives of each team; improve their operation through CRM administration and consultation. šEnsure high levels of data quality and process consistency in sales and marketing systems šProvide system administration support for the CRM, focusing on user permissions, custom objects, workflows, and profiles. šCreate, manage, and optimize complex workflow rules, data validation, and approval processes. šCreate and manage custom objects, fields, formulas, record types, page layouts, reports, and dashboards. šAnalyze sales data, take action, and measure impact to support decision-making šAnalyze data to provide insights into team operation, effectiveness, and productivity. šWork closely with other team members to capture business requirements and implement CRM solutions. šCoordinate and support integrations with third-party apps, plugins, and tools. šSupport troubleshooting, bug fixing, user adoption, training, and documentation. šIdentify and resolve data anomalies, maintaining high data integrity. šManage the overall sales tech stack, including Salesforce, Hubspot and other sales tools
Professional Qualifications
šExperience working directly with sales teams and implementing their requirements in the CRM system. šProven experience in sales operations, business analysis, or sales support management šStrong organizational skills with the ability to manage multiple projects and deadlines šExcellent interpersonal skills for cross-functional and international collaboration šExperience with sales tech stack management, particularly Salesforce & Hubspot šDemonstrated leadership in managing and motivating teams šAbility to administer and configure a CRM system (custom objects, workflows, permissions, etc.). šFamiliarity with automating business processes, creating reports/dashboards, and data analysis/modeling. šStrong communication, collaboration, and problem-solving skills.
