Configure and maintain Salesforce Sales Cloud features including accounts, contacts, leads, opportunities, and forecasting.
Assist in implementing proposal management workflows, approval processes, and automation using Salesforce tools.
Support user administration, security settings, and sharing rules.
Gather and document business requirements for CRM enhancements and new features.
Translate business needs into functional specifications and collaborate with developers for technical implementation.
Conduct impact analysis and ensure alignment with CRM best practices.
Contribute to the process, data migration, and system integration related to Mergers Acquisitions (M&As).
Support integrations between Salesforce and enterprise systems (Oracle ERP, Deltek, Outlook/Exchange, etc.).
Assist with data migration, cleansing, and maintaining data quality standards.
Work with middleware tools and APIs for basic integration troubleshooting.
Build and maintain dashboards and reports for pipeline, forecasting, and sales performance.
Collaborate with BI teams to ensure Salesforce data is available for enterprise analytics platforms like Power BI.
Provide day-to-day support for Salesforce users and resolve functional/technical issues based on the incident priority & criticality.
Assist in user training and documentation for new features and processes, as necessary.

Requirements

5-7 years of experience with Salesforce Sales Cloud (other applications nice to have) in a techno-functional role.
Hands-on experience in configuring Salesforce functionality, objects, workflows, validation rules, and reports.
Good understanding of integrations (REST/SOAP APIs, middleware tools) and data management/migration activities/tools.
Good knowledge of core CRM processes: accounts, contacts, leads, opportunities, and forecasting.
Ability to work with cross-functional teams and communicate effectively with business and technical stakeholders.

Benefits

Medical, dental, vision insurance
401k Retirement Plan
Health Savings Account (HSA)
Flexible Spending Account (FSA)
Life, AD&D, short-term, and long-term disability
Professional and personal development
Generous paid time off
Commuter and wellness benefits

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Salesforce Sales Cloudconfigurationproposal management workflowsapproval processesdata migrationsystem integrationREST APIsSOAP APIsvalidation rulesreporting

Soft Skills

communicationcollaborationproblem-solvingdocumentationuser trainingimpact analysiscross-functional teamworktechnical supportbusiness analysisrequirements gathering