About This Role
Supporting and training clients on Salesforce.com is the core responsibility of this position, which involves working across multiple business units. This role suits a candidate with strong communication and problem-solving skills, capable of ensuring seamless integration and effective use of Salesforce to meet diverse client needs.
Responsibilities
- Gather client business requirements and transform them 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 a 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 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 fields 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 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 have:
