Salesforce Administrator
Numerix
SFDCTableauVisualforce
Salesforce Administrator
Creyos (formerly Cambridge Brain Sciences)
full-time
Posted on:
Origin: • 🇨🇦 Canada
Visit company websiteJob Level
Mid-LevelSenior
Tech Stack
CloudSFDC
About the role
- Manage user accounts, security settings, roles, and permissions in Salesforce.
- Implement and maintain Salesforce customizations including custom fields/objects, layouts, workflows, process builder, flows, and validation rules.
- Implement and maintain system integrations with HubSpot, ZoomInfo, Outreach, Zendesk, Zoom, Chorus, Maxio and other systems.
- Maintain data integrity by regularly cleaning and validating data; perform regular audits.
- Implement process automation to streamline repetitive tasks.
- Manage and configure custom objects, fields, page layouts, and record types.
- Assist with pipeline management, lead routing, and forecasting; support onboarding and training of new Salesforce users.
- Collaborate with teams to assess performance and optimize lead management, account management, and activity tracking.
- Create and update simple dashboards and reports for sales and customer success teams; gather feedback from end users.
- Troubleshoot system issues and liaise with Salesforce support or third-party vendors; document workflows, configurations, and best practices.
- Stay updated on new Salesforce features and releases; identify opportunities for system enhancements and support development of user guides and training materials.
Requirements
- Experience in Salesforce Administration.
- Salesforce Certified Administrator.
- Basic experience in Revenue Operations.
- Ability to manage several ongoing Salesforce.com customization projects end-to-end, including gathering requirements, solution design, development, and roll-out to stakeholders.
- Strong proficiency with Salesforce.com across Sales Cloud, Service Cloud, Communities and the Force.com platform in a Lightning-based environment.
- Demonstrable experience customizing the platform including custom fields, objects, layouts, automation (Workflow, Process Builder, Flow), and validation rules.
- Knowledge of Salesforce permissions, roles, reports, dashboards, and logical formulas.
- Strong analytical skills and ability to meet tight deadlines.
- Enthusiasm to learn a new, complex domain and humility to ask for help when needed.
- Strong understanding of Excel, BI, and SOQL.
- Understanding of DLRS (declarative lookup rollup summaries).
- Experience working with fast-growing organizations (asset).
- Health technology experience considered an asset.
