EBQ · 7 hours ago
Salesforce Administrator
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Lead GenerationLead Management
No H1B
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Responsibilities
Gather client’s business requirements and transform these into technical requirements for Salesforce design
Leverage Salesforce best practices to minimize the need for custom development
Write technical documentation for clients outlining standard operating procedures
Accurately execute training modules with EBQ customers
Audit Salesforce and provide detailed plan to optimize configuration
Identify and communicate project risks and issues in a timely manner
Effectively migrate and implement Salesforce for new organizations
Work with EBQ’s customers to understand their unique business needs and then customize Salesforce to meet business requirements
Develop relationships with clients and confidently demonstrate business process expertise when advising client executives and stakeholders
Create and manage custom field and objects, flows, record types, data validation, page layouts, and third-party integrations
Develop and create customized reports and dashboards based on client needs
Manipulate data and import into Salesforce using various ETL tools
Keep abreast of new Salesforce features and functionality in order to provide recommendations for process improvements to EBQ’s clients
Effectively manage task within EBQ’s project management system
Retain and accurately apply the training and direction received from management
Consistently achieve or exceed monthly target(s) established by supervisor
Adhere to company policies and values
Work effectively in a collaborative work environment and professionally represent EBQ to clients
Perform other duties as assigned
Qualification
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Required
Highly motivated and disciplined self-starter with excellent oral and written communication skills
Understanding of Salesforce best practices and data architecture
Salesforce Administrator Certification
1-2 years of Salesforce experience as an end-user or 6 months of experience as a Salesforce admin
Strong customer service and organizational skills
Understanding of Agile and Scrum methodologies
Working proficiency with Microsoft Excel
Process-oriented
High attention to detail
Preferred
Online screen sharing tools such as RingCentral Meetings, WebEx, GoToMeeting, or Join.Me
Knowledge of SQL or SOQL
Additional preferred Salesforce certifications: Advanced Administrator, Platform App Builder, Business Analyst, Sales Cloud Consultant, Service Cloud Consultant, Nonprofit Cloud Consultant, Experience Cloud Consultant, Marketing Cloud Consultant, or CPQ Specialist
Business analyst and/or sales experience
Experience working with both SMB and Enterprise organizations
Experience working with Non-Profit organizations
Understand or experience in release management and software development lifecycle