The Role
How You’ll Spend Your Day
- Salesforce Administration Maintenance
- Create and maintain user setup, roles, profiles, permissions, and security settings
- Maintain system integrity and performance, collaborate with our Sales Operations team to ensure data accuracy
- Perform regular audits, backups, and updates to ensure system efficiency
- Process Optimization Automation
- Develop and optimize Salesforce workflows, validation rules, and automation
- Support sales, marketing, and customer success teams by improving lead routing, opportunity management, and reporting capabilities
- Identify and implement process improvements to enhance efficiency and data quality
- Data Management Reporting
- Ensure data cleanliness and integrity through deduplication, enrichment, and validation processes
- Create and maintain reports, dashboards, and key performance indicators (KPIs) for various business units
- Assist in data migrations, integrations, and updates
- User Support Training
- Serve as a key point of contact for Salesforce-related issues and troubleshooting
- Develop training and documentation for end-users to enhance system adoption and proficiency
- Collaborate with stakeholders to gather requirements and implement solutions that align with business needs
- Cross-Functional Collaboration
- Work closely with the Lead Systems Analyst, RevOps, SalesOps, IT, Marketing, Product and Finance teams to ensure Salesforce aligns with company goals
- Assist with Salesforce integrations with third-party applications
- Participate in the development and execution of Salesforce roadmap initiatives
Your Experience and Qualifications
- 2-5 years of experience as a Salesforce Administrator in a fast-paced environment
- Salesforce Administrator Certification (ADM-201) required; additional certifications (Advanced Admin, Platform App Builder) are a plus
- Hands-on experience with Salesforce configuration, including Flows, Process Builder, custom objects, and permission sets
- Strong data management skills, including proficiency with Data Loader and data import/export tools
- Basic understanding of Apex, Lightning components, and third-party integrations is a plus
- Strong analytical and problem-solving skills with attention to detail
- Ability to work independently and in a team-oriented environment
- Excellent verbal and written communication skills to interact with technical and non-technical stakeholders
- Highly organized with the ability to manage multiple projects and priorities effectively