CRM Administrator (Mid/Senior), Salesforce

Efí Bank

Pessoa Administradora de CRM com foco em Salesforce, atuando na evolução de operações de vendas e atendimento. Buscamos perfil analítico e colaborativo para soluções escaláveis.

Posted 6/9/2026full-timeRemote • 🇧🇷 BrazilSeniorWebsite

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Administer, maintain and evolve the Salesforce platform, focusing on Sales Cloud and/or Service Cloud;
Configure and maintain custom objects, fields, record types, page layouts, validation rules, profiles, permission sets and sharing rules;
Develop and optimize automations using Salesforce Flow;
Build and improve sales funnels, commercial journeys and service workflows;
Create and maintain reports, dashboards and operational and managerial KPIs;
Participate in the implementation and enhancement of digital service channels, including Chatbots, WhatsApp, Omnichannel, Web Chat and Messaging;
Configure queues, routing, distribution and prioritization of service requests;
Work in partnership with business areas to gather requirements and implement improvements;
Identify opportunities for automation, process optimization and operational efficiency gains;
Ensure governance, organization and data quality within the CRM;
Create and maintain functional and technical documentation for implemented solutions;
Support training and provide user support for the platform, promoting greater adoption and efficient use of Salesforce.

Requirements

What you’ll need

Bachelor’s degree in Information Systems, Software Engineering, Computer Science, Business Administration, Management Processes or related fields;
Proven experience with Salesforce Sales Cloud and/or Service Cloud;
Experience with Salesforce Flow (Screen Flows, Record-Triggered Flows and Scheduled Flows);
Knowledge of Salesforce data modeling (objects, relationships, sharing model and security);
Experience building reports and dashboards to monitor KPIs;
Salesforce certifications (Platform Administrator and/or Platform App Builder);
Intermediate English for technical reading and writing.
Preferred / Nice to have:
Previous experience in Banks, financial institutions and/or payment institutions;
Salesforce certifications (Sales Cloud Consultant and/or Service Cloud Consultant);
Experience with operational metrics, commercial indicators and customer experience (CX);
Experience in digital transformation projects and continuous process improvement;
Knowledge of LLM applications in CRM.

Benefits

Comp & perks

📆 Reduced 32-hour workweek: We have a 32-hour weekly schedule for employees with time tracking;
🩺 Copay health insurance for employees and dependents;
🩺 Clude Saúde: online medical care and other health solutions;
🦷 Copay dental plan for employees and dependents;
🍽️ Meal and food allowance on the Eva Card flexible benefits card with an average value of R$ 1,600.00 per month;
🏋🏻 Wellhub: corporate fitness platform focused on quality of life and well-being, providing access to partner gyms and studios for employees and dependents;
🏠 Home-office allowance of R$ 140.00 per month;
🖥️ Work infrastructure provided;
🎉 Birthday day off;
📚 Corporate University;
📚 Study grants for employees and dependents, according to company policy;
📚 Language course subsidies for employees, according to company policy;
👶🏻 Extended maternity leave of 7 months and extended paternity leave of 30 days, also supporting adoptive parents;
😊 Life insurance;
🧠 Emotional health program and discounted psychological care for employees and dependents via the Moodar platform;
🤑 Employee perks club with exclusive discounts and partnerships for Efí employees.

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Hard Skills & Tools

SalesforceSales CloudService CloudSalesforce Flowdata modelingreportsdashboardsautomationprocess optimizationdigital transformation

Soft Skills

communicationcollaborationproblem-solvingorganizational skillsuser supporttraining

Certifications

Platform AdministratorPlatform App BuilderSales Cloud ConsultantService Cloud Consultant