Salesforce Administrator
Ebq - Austin, TX
posted 5 months ago
About the position
The Salesforce Administrator position at EBQ is a full-time role based in Austin, TX, responsible for training and supporting client needs related to Salesforce.com. The ideal candidate will have experience in supporting teams across multiple business units and will be tasked with gathering client business requirements and transforming them into technical requirements for Salesforce design. This role requires leveraging Salesforce best practices to minimize the need for custom development, writing technical documentation for clients outlining standard operating procedures, and accurately executing training modules with EBQ customers. In addition to training, the Salesforce Administrator will audit Salesforce configurations and provide detailed plans to optimize them. The role involves identifying and communicating project risks and issues in a timely manner, effectively migrating and implementing Salesforce for new organizations, and working closely with EBQ's customers to understand their unique business needs. Customizing Salesforce to meet these requirements is a key responsibility, along with developing relationships with clients and demonstrating business process expertise when advising client executives and stakeholders. The position also includes creating and managing custom fields and objects, flows, record types, data validation, page layouts, and third-party integrations. The Salesforce Administrator will develop customized reports and dashboards based on client needs, manipulate data, and import it into Salesforce using various ETL tools. Staying updated on new Salesforce features and functionality to provide recommendations for process improvements is essential. The role requires effective task management within EBQ's project management system and achieving or exceeding monthly targets established by the supervisor. Adherence to company policies and values, along with professional representation of EBQ to clients, is expected.
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 tasks 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
Requirements
- 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 with high attention to detail
Nice-to-haves
- 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
- Understanding or experience in release management and software development lifecycle
