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The Sales Operations Manager Certificate with Salesforce

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The NYU Tandon School of Engineering has partnered with Pathstream to deliver this online program:

The Sales Operations Manager Certificate with Salesforce is designed for aspiring leaders in customer service and call center teams. This flexible program can be completed in under 4 months and equips learners with the essential skills to excel in management and supervisory roles.  Students will develop expertise in effective communication, employee motivation, relationship building, feedback delivery, and conflict resolution. The program also provides hands-on experience in customer relationship management software and prepares learners for sales management positions.

Why Sales Operations?

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Businesses of all sizes need trained and effective leaders to increase team performance

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Industry-tested leadership tools and frameworks to allow leaders to show up and perform at their best every day

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Understanding how to use Salesforce to generate business insights can help you improve operations and drive sales

2 Courses | Hands-On Learning and Career Exploration

Leadership & Management Fundamentals for Customer Service Managers
Customer Relationship Management for Business (Optional)

Leadership & Management Fundamentals for Customer Service Managers

In this course, you will engage in hands-on activities that are immediately relevant to customer service leadership roles. You will learn tools and frameworks to apply leadership skills, observe practical case studies and role-plays of these skills in action, and engage in interactive simulations to practice what you have learned.
 

Learning outcomes:

Gain greater awareness of strengths and weaknesses in communication and feedback.
Identify and address conflicts and performance issues, demonstrating emotional intelligence and conflict resolution skills.
Build rapport, trust, and motivation within your team, using appropriate strategies to enhance engagement and productivity.
Design high-impact 1:1s for engagement & performance with members of your team.

Customer Relationship Management for Business

In this course, you’ll learn how to use Salesforce’s Sales Cloud Lightning tool and how it can be best used to facilitate the sales process. You’ll also generate reports and dashboards in the context of customer relationship management (CRM).

Learning outcomes:

Import data into Salesforce and manage contacts and qualification of leads.
Use Salesforce Sales Cloud Lightning to manage accounts, opportunities, products, quotes and contracts.
Use the Salesforce Case Management and Knowledge features to perform services and support agent processes.
Build reports, charts and dashboards to communicate relevant information about the sales process and sales performance to stakeholders and executives.

What You’ll Learn:

After completing this program, you’ll be ready to:

  • Identify and address conflicts and performance issues, demonstrating emotional intelligence and conflict resolution skills
  • Gain hands-on experience in customer relationship management (CRM) software
  • Apply effective tools and frameworks to enhance your impact as a people leader
  • Design high-impact 1:1s for engagement & performance with members of their team.

Learning Experience

  • No required times to log in. Complete lessons at times during the week that work for you. Keep up with deadlines to stay on track and complete in 6 months.
  • Complete real business projects in an online platform and get individualized support and feedback from instructors.
  • Practice using Salesforce software directly in the learning platform. No separate downloads.

FAQs

What is the schedule?

There are two courses which will be open for 8 weeks each with a 1-week grading period after each. You should expect to spend 5 hours per week getting through the coursework. Courses will open and close on a specific start and end date, after which you’ll no longer be able to access the course or submit projects for grading. The program is flexibly-paced, meaning you can move as quickly or slowly as you’d like through each course, as long as you complete all sections and projects during the course period. We provide a suggested course schedule to help pace yourself through each course. Students who follow this schedule are more likely to earn the certificate and get more out of the course by spreading out their workload, and our instructors often provide weekly nudges to keep you on track. As long as you submit all projects by the course end date, you can progress through the course at whatever pace works best for you! For example, you might do all your work over the weekend or space it out throughout the week. We’ve found that students who follow our suggested course schedule are much more likely to earn the certificate.

Can I work full-time while enrolled in this program?

Yes, the entire course experience is online and can be completed on your own schedule as long as you work towards the deadlines set in each course. There are no set times or classes when you need to log in. Our courses are designed for working professionals, students, and parents!

What prerequisites do I need?

Students must have a high school degree prior to take this program. There are no other prerequisites – our courses are designed to help those with little or no experience get started in the field of CRM. Many experienced CRM professionals also take this certificate to refine their digital skills, but no prior experience is required or expected.

What is Pathstream?

Pathstream is a learning provider founded with a vision to unlock the unrealized human potential of every employee. Today, we partner with business leaders like New York University (NYU) to help team members unlock everyday wins that drive success for their careers, customers, and companies.