Offer summary

Qualifications:

Proficiency in Salesforce reporting and dashboard building., Advanced knowledge of Excel and Google Sheets, including complex formulas., Strong auditing and data hygiene skills with experience in data cleansing and visualization., Excellent communication skills and a critical thinking mindset..

Key responsabilities:

Execute operational tasks such as account audits, user onboarding, and dashboard maintenance.

Develop and support reporting for various departments to meet data needs.

Collaborate with the Operations Manager to identify insights and support data-driven decision making.

Ensure Salesforce data integrity through consistent audits and tackle ad hoc projects as needed.

Job description

Who is Whip Around?

Whip Around was born in 2016, originally to help freight companies in New Zealand tackle their paper-based compliance burden. It was whilst working for some of the globe’s largest freight companies, that we saw first-hand how much time paper was costing fleet managers every day. Within a year, the US market was calling loudly as Whip Around met a clear pain point for businesses with fleets. Whip Around now services customers from coast to coast in the US and around the world.

Team culture is at the heart of our success, with personal improvement being just as important as company outcomes. We now boast a senior leadership team with experience from numerous successful global businesses and continue to double down on our vision to bring simplicity and efficiency to fleet management and compliance.

What success will look like:

We're looking for a detail-oriented and driven Operations Analyst – Salesforce Admin to support and optimize our internal operations, with a strong focus on Salesforce administration and cross-functional data needs. This role will be key in ensuring data integrity, supporting system workflows, and surfacing meaningful insights across departments. You’ll be part of the Operations team, working closely with the Head of Operations and Operations Manager to keep our systems clean, processes smooth, and teams informed.

Requirements

Key Responsibilities:

Own and execute key recurring operational tasks including account and billing audits, opportunity management, user onboarding/offboarding, duplicate resolution, list segmentation, and dashboard/report maintenance.
Develop and support reporting for all departments to meet daily, monthly, quarterly, and annual data needs.
Collaborate with the Operations Manager to identify and surface new insights for leadership using a varied and evolving tech stack.
Visualize and share data-driven insights both within and outside of Salesforce.
Help drive a culture of data-backed decision making across the company.
Support stakeholders in understanding the data presented and shaping their own data needs.
Partner with the Head of Operations on routine audits and marketing, sales, and customer success workflows.
Ensure Salesforce data cleanliness and ongoing integrity through consistent audits and data hygiene practices.
Tackle ad hoc projects and tasks as needed to support business priorities.

What you’ll bring to the role:

Required Technical Skills:

Proficiency in Salesforce reporting and dashboard building
Advanced Excel and Google Sheets knowledge, including complex formulas
Experience with Salesforce–Google Sheets connectors
Familiarity with Looker Studio or other data visualization tools
Strong auditing and data hygiene skills
Experience with data cleansing, manipulation, and visualization

Nice-to-Have Technical Skills:

Experience with Pardot
Familiarity with Chili Piper or LeanData
DocuSign setup or workflow knowledge
Salesforce Admin or Business Analyst certification
Experience using DemandTools for mass data updates

Additionally, you will be:

Flexible and adaptable in fast-paced environments
Inquisitive mindset with a passion for learning and solving problems
A critical thinker with strong attention to detail
Creative and solutions-oriented
Self-motivated and organized, able to manage priorities independently
Someone with high integrity with a commitment to accuracy
Strong presentation and communication skills

Benefits

Unlimited PTO: Never worry about running out of leave again - use your paid time however you wish!
Subsidized Healthcare: We offer a range of generously subsidized healthcare plans to suit you and your loved ones.
Retirement Support: We offer 401(k) matching to support retirement.
Family-Friendly: We offer a paid parental leave and additional support for primary and non-primary caregivers.
Birthday Leave: We believe no one should have to work on their birthday.
Growth & Development: We support all members of our team with professional development plans, with the opportunity to participate in extra learning to grow their skills and careers.
Team Fun: We host regular team lunches, events and get togethers for our teams to come together and celebrate with each other.

If you are excited about the opportunity to work in fast paced, scaling SaaS company full of driven, hard-working people then please hit the "Apply for this job" below.

Whip Around is a place of continuous learning and growth, so if you're not sure you tick all the boxes but feel you have what it takes, please apply, we would love to hear from you!

Following your application, a member of the Whip Around Team will be in touch. If you have any accessibility requirements you can then let us know so we can assist throughout the process.

Applications close 9th April 2025, and we will be reviewing applications as they come in.

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