About the position
The Salesforce Administrator will be responsible for training and supporting client needs related to Salesforce.com. This role involves gathering business requirements, transforming them into technical specifications, and ensuring effective implementation and optimization of Salesforce for various clients. The position requires strong communication skills and the ability to work collaboratively across multiple business units.
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
- 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
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
- Understand or experience in release management and software development lifecycle
