Full-Time CRM and Automation Specialist

CRM and Automation Specialist plays a crucial role in managing and optimizing our Salesforce environment, ensuring an outstanding user experience and peak system performance.

This position involves responding to user inquiries, troubleshooting issues, assisting with system configuration, and acting as a key liaison between users and the Salesforce development team.

Ideal Candidate: Strong technical skills, extensive experience with Salesforce and Zapier, and commitment to enhancing user satisfaction and operational efficiency.

Key Responsibilities:

• Error Troubleshooting: Monitor and resolve Salesforce and Zapier errors to ensure smooth operations.
• User Support: Provide expert assistance to users, addressing inquiries and resolving issues.
• Reporting & Dashboards: Create and manage Salesforce list views, reports, and dashboards.
• Data Integrity: Ensure data accuracy during process updates and new feature rollouts (ETL).
• Research & Support: Work with Salesforce support and third-party providers to resolve development issues.
• Quality Assurance: Test new features and updates before deployment to ensure functionality.
• User Feedback: Collect and analyze feedback to improve the Salesforce experience.
• Salesforce Configuration: Assist with configuring custom objects, workflows, and reports.
• Training & Documentation: Conduct training sessions and create user guides for Salesforce users.
• Access Management: Manage user access and permissions within Salesforce.
• Data Management: Support data migration, cleansing, and management tasks.

Requirements:

• Bachelor's degree in Computer Science, Information Technology, or a related field.
• 2+ years of experience supporting Salesforce, preferably in a technical or customer-facing role.
• Experience with integration tools like Zapier.
• Familiarity with Salesforce CRM features, functionality, and application capabilities.
• Experience with data management tools and practices, including data import/export, cleansing, and reporting.
• Strong analytical skills for troubleshooting issues and proposing effective solutions.
• Excellent communication skills for interacting with users at all levels, both technical and non-technical.
• Ability to collaborate with cross-functional teams to implement system enhancements.
• Proficient in creating documentation and delivering training for end-users.
• Ability to work independently and as part of a collaborative team.

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