CRM and Automation Specialist - Remote

Overview

The 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. The ideal candidate will possess strong technical skills, extensive experience with Salesforce and Zapier, and a commitment to enhancing user satisfaction and operational efficiency. Your expertise in these platforms will be instrumental in streamlining processes and driving productivity across the organization.

In Short

• 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

• Strong technical skills in Salesforce and Zapier.
• Experience in user support and troubleshooting.
• Ability to create reports and dashboards in Salesforce.
• Knowledge of data management and ETL processes.
• Experience in quality assurance and testing.
• Strong communication skills for training and documentation.
• Ability to manage user access and permissions.

Benefits

• Opportunity to work remotely.
• Engagement in a dynamic work environment.
• Professional development opportunities.
• Collaboration with a skilled team.