DeepSeas · 2 days ago

Salesforce Administrator

San Jose, CA

Full-time

Onsite

Mid, Senior Level

5+ years exp

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Responsibilities

Salesforce Configuration and Customization: Customize and configure Salesforce to meet the specific needs of sales and billing processes, including setting up custom objects, fields, workflows, and automation processes.

User Training and Support: Provide ongoing training and support to Salesforce users, particularly in the area of billing processes and functionalities. Address inquiries, troubleshoot issues, and promote best practices to maximize productivity and accuracy in sales and billing operations.

Data Management and Integrity: Implement and maintain data quality standards within Salesforce, ensuring accurate and reliable data for sales forecasting, billing, and financial reporting purposes. Develop and enforce data governance policies to maintain data integrity.

Reporting and Analytics: Develop and maintain reports, dashboards, and metrics related to sales and billing activities to provide insights into financial performance, revenue forecasts, and billing efficiency. Utilize data analysis to identify trends, opportunities, and areas for improvement in sales and billing processes.

Integration and Collaboration: Collaborate with IT and finance teams to integrate Salesforce with other systems and tools, such as accounting software and payment gateways, to ensure seamless data flow and process integration across the organization.

Continuous Improvement: Stay updated on new Salesforce features and enhancements, evaluating their potential impact on sales and billing processes and recommending updates or enhancements as needed to optimize Salesforce functionality.

Security and Compliance: Implement and enforce security measures and access controls within Salesforce to safeguard sensitive financial data and ensure compliance with relevant cybersecurity regulations and standards.

Qualification

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Salesforce Administrator certificationVisualForceCPQ templateSalesforce architectureData modelConfiguration best practicesConfiguringCustomizingSalesforce BillingTranslate business requirementsTechnical solutionsSalesforceSales processesBilling processesProject managementCommunicationInterpersonalCollaborationAnalyticalProblem-solvingIndependentPrioritizationFast-pacedSalesforce Billing SpecialistSalesforce Billing ConsultantSalesforce Pricebook Knowledge

Required

Salesforce Administrator certification (ADM 201) required

VisualForce / CPQ template expertise required

Proven experience (5 years) as a Salesforce Administrator, with a deep understanding of Salesforce architecture, data model, and configuration best practices

Experience in configuring and customizing Salesforce to support sales and billing processes, with a focus on Salesforce Billing

Excellent communication and interpersonal skills, with the ability to effectively collaborate with stakeholders at all levels of the organization

Strong analytical and problem-solving abilities, with the capability to translate business requirements into technical solutions in the context of sales and billing processes

Ability to work independently, prioritize tasks, and manage multiple projects in a fast-paced environment