Salary
💰 $45,000 - $65,000 per year
About the role
- 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 task 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
- Meet physical demands including talking, hearing, standing, walking, using hands, reaching, and occasionally lifting up to 15 pounds
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
- Proficiency in online screen sharing tools such as RingCentral Meetings, WebEx, GoToMeeting, or Join.Me (desirable but not required)
- Knowledge of SQL or SOQL (desirable but not required)
- 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 (preferred)
- Experience working with both SMB and Enterprise organizations (preferred)
- Experience working with Non-Profit organizations (preferred)
- Understand or experience in release management and software development lifecycle (preferred)
- No visa sponsorship is available for this position
- Must be authorized to work in the United States and be a Texas resident (remote work allowed only for Texas residents)