About This Role
This administrative role maintains and optimizes the company's Salesforce instance to empower sales, operations, customer service, and project management activities. The Salesforce Administrator will ensure the system runs smoothly and effectively supports the company's mission to bring clean energy to communities.
Responsibilities
- Manage the eEquals Salesforce instance, including user setup, security settings, and data integrity
- Configure and customize Salesforce objects, fields, workflows, and automation rules to streamline key business processes
- Develop and maintain custom reports and dashboards to track sales performance, customer satisfaction, project progress, and other vital metrics
- Integrate Salesforce with other eEquals systems (e.g., ERP, 3rd party connectors, project management software, etc.) to ensure seamless data flow
- Provide ongoing training and support to eEquals staff on utilizing Salesforce functionalities effectively
- Stay up-to-date on the latest Salesforce features and best practices, implementing them to enhance eEquals' use of the platform
- Troubleshoot any Salesforce-related issues and ensure optimal system performance
- Other duties as assigned
Requirements
- Minimum of 2-3 years of experience as a Salesforce Support Specialist or a similar role
- Proven experience in configuring, customizing, and maintaining Salesforce instances
- Strong understanding of Salesforce objects, fields, workflows, automation rules, and reporting tools
- Experience with data cleansing and ensuring data integrity within Salesforce
- Excellent analytical and problem-solving skills
- Effective communication and interpersonal skills to collaborate with various departments across eEquals
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
- A willingness to learn and stay updated on the evolving Salesforce landscape
- People with a criminal record are encouraged to apply
Benefits
- Health, dental, and vision insurance
- Retirement savings plan with company match
- Paid time off and holidays
- Opportunities for professional development and career advancement
- 401(k) matching
About the Company
eEquals is a leading solar installation company on a mission to bring clean energy to communities.
