Salesforce Specialist
What you will do :
- Responsible for working with the sales effectiveness team to leverage Salesforce and its related platforms. This includes user access, environment troubleshooting and resolution, and one on one interaction for client success.
- Focused on partnering with the Salesforce platform business user groups to steward the licensing needs across Salesforce and multiple related add-on tools.
- Attention to detail will be required to ensure a proper and consistent user maintenance process. Each system will need an ongoing user audit that is both documented and completed as required.
- Audits and Reporting require understanding of related filter fields, basic Excel manipulation (Vlookup), and deriving comparison reports between multiple environments with different data.
- Develop and maintain relationships across our matrixed organization ensuring that any organizational changes are managed in a timely fashion including Microsoft Teams Chat / Video, Outlook communication and call handling when needed.
- Assist in maintaining ongoing data integrity by utilizing a data cleansing application within the Salesforce platform.
- Independent research and resolution for requests involving data, access, UAT script testing, and reporting.
- Partner with business stakeholders and gather feedback from end users to understand their needs and identify opportunities for system improvements.
- Document and communicate requirements for potential system enhancements that impact our users.
Requirements :
- Bachelor's Degree with 3 years of experience related to CRM, Data Validation, and Salesforce (strongly preferred lightning and classic experience)
- Proven Salesforce experience at least 1+ year(s)
- Demonstrated initiative to drive results in complex projects.
- Attention to detail. Strong oral and written communication skills with both technical and non technical clients.
- Proficient in Microsoft Word, Excel, Power Point, Teams, and Outlook.
- Excellent planning and organizational skills.
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