Sollis Health · 6 hours ago
CRM Salesforce Associate
New York, NY
Full-time
Remote
Entry, Mid Level
$60K/yr - $75K/yr
2+ years exp
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Responsibilities
Provide frontline support to Salesforce users, addressing their queries, troubleshooting issues, and guiding them on how to effectively utilize Salesforce features and functionalities.
Assist in data entry, data cleansing, and data maintenance tasks to ensure the accuracy, completeness, and integrity of data within the Salesforce system.
Generate standard reports and dashboards in Salesforce to provide insights into key performance metrics, sales activities, customer interactions, and other relevant business data.
Maintain documentation of Salesforce processes, workflows, and best practices, including user guides, training materials, and system configurations.
Support the teams cross functionally by conducting training sessions and onboarding new users to Salesforce, ensuring they have the necessary knowledge and skills to effectively leverage the CRM system.
Assist in basic customization tasks within Salesforce, such as creating custom fields, page layouts, record types, and workflows, under the guidance of the Product team.
Conduct periodic quality checks on data, reports, and system configurations to identify any discrepancies, errors, or areas for improvement, and take appropriate actions to address them.
Assist in the integration of Salesforce with other business systems and applications, ensuring data consistency and seamless flow of information across platforms.
Participate in ad-hoc projects related to Salesforce implementation, upgrades, and enhancements, contributing ideas and support as needed to achieve project objectives.
Performs related duties as requested.
Qualification
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Required
Bachelor's degree in Business Administration, Information Systems, Computer Science, or related field required.
2+ years of related experience.
Basic understanding of CRM principles and practices, preferably with exposure to Salesforce CRM.
Strong analytical and problem-solving skills, with attention to detail and accuracy.
Excellent communication and interpersonal skills, with the ability to interact effectively with users at all levels of the organization.
Proactive attitude, willingness to learn, and ability to work both independently and collaboratively within a team.
Proficiency in Microsoft Excel and other basic office software applications.
Preferred
Salesforce Administrator certification (e.g., Salesforce Certified Administrator) is strongly preferred.
Benefits
Excellent benefits, including healthcare, dental, vision
401K with 3% match
Unlimited PTO and Generous Sick Time
12 Observed holidays
Free Sollis Health membership for you and your eligible family members
Employee stock options offering
Annual professional development allocations
Modern, elegant, and high-end work environment
Company
Sollis Health
Sollis Health offers 24/7 concierge medical centers that handle emergencies, everyday checkups, and everything in between.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$47.38M2023-06-21Series A· $15M
2022-01-21Series A· $30M
2019-07-19Seed· undefined
Leadership Team
Benjamin Kruger
Co Founder
Scott Pearlman
NY Medical Director
Recent News
Longevity.Technology
2024-04-07
Company data provided by crunchbase
