Hello Heart

Salesforce Associate

Hello Heart

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Salary

💰 $80,000 - $100,000 per year

Job Level

JuniorMid-Level

Tech Stack

SQLTableau

About the role

  • Reports directly to the VP of Sales Operations and works closely with cross-functional teams, focusing on supporting the Growth team.
  • Critically evaluate data, resolve conflicts, and make day-to-day decisions to preserve data integrity.
  • Support creation and maintenance of reports, dashboards, and list views, including reporting on key performance indicators (KPIs).
  • Assist with data projects, including scrubbing, enriching, imports, exports, and deduplication.
  • Perform quality reviews and take appropriate actions promptly.
  • Support and maintain incoming requests & assignments in Asana and help establish an Agile and Sprint environment.
  • Drive successful CRM end-user adoption by documenting processes, making configuration decisions, and supporting system changes.
  • Recommend and implement process enhancements that increase productivity and meet project management targets.
  • Provide prompt and reliable advice, manage escalations, and promote trust with internal clients.
  • Support interdepartmental projects with data and operational insights.
  • QA test and validate custom configuration and/or development, and provide feedback to ensure accurate deployment.
  • Troubleshoot and overcome barriers while aligning initiatives with corporate strategies.
  • Manage and adapt to rapidly changing priorities by appropriately shifting focus and resources.

Requirements

  • Bachelor’s degree in Information Systems, Business, Computer Science, or a related field is preferred.
  • Salesforce Associate certification is highly desirable; Salesforce Administrator certification is a plus.
  • 1-2 years of Salesforce Admin/power user experience (preferably in a technology or startup environment).
  • Analytical Skills: Strong ability to interpret data and develop actionable insights.
  • Tableau is a plus.
  • Data Tools Proficiency: Skilled in Excel, SQL, and CRM platforms like Salesforce.
  • Data Wizard and Data Loader knowledge is key.
  • Excellent verbal and written communication skills to present data and recommendations clearly.
  • Solid understanding of sales processes, methodologies, and best practices.
  • Proven ability to work effectively with cross-functional teams.
  • Aptitude for identifying root causes and implementing data-driven solutions.
  • Experience in the healthcare, medtech, or technology industry is a plus.
  • Willingness to learn other technologies/platforms as needed.
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