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TCP Software

via Greenhouse

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Revenue Insights & Planning Analyst

Anywhere
full-time
Posted 7/23/2025
Direct Apply
Key Skills:
Salesforce Administration
Data Management
Automation Tools
Analytical Skills
Problem-Solving
Communication Skills
Interpersonal Skills
Revenue Operations
Training
Process Improvement
Security Audits
Integration Management
Workflow Development
User Support
Customization
Data Integrity

Compensation

Salary Range

$Not specified

Responsibilities

The Revenue Insights & Planning Analyst will manage and optimize the Salesforce platform, ensuring it meets business needs and supports growth objectives. Responsibilities include user account management, data integrity audits, workflow development, and providing training and support to users.

Requirements

Candidates should have a Bachelor's Degree and at least 2 years of experience as a Salesforce Administrator in a B2B environment. A Salesforce Administrator Certification is required, along with strong analytical and communication skills.

Full Description

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 www.tcpsoftware.com or follow us on LinkedIn or Facebook. 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. You are a strong fit for this role if you have: 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 TCP is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

This job posting was last updated on 7/24/2025

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