Salesforce Administrator
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Role details
Tech stack
Job description
CRM Support, Administration & User Enablement (~50%)
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Manage the Salesforce support ticket queue - triage, prioritize, and resolve break-fix issues (broken workflows, validation rule conflicts, field mapping errors, duplicate records, failed automation) within SLA
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Perform routine Salesforce administration: user provisioning, permission sets, page layouts, picklists, field updates, and record type configuration
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Deliver exceptional customer service on every ticket - communicate with clarity, empathy, and urgency; set expectations and follow up proactively without being asked
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Develop and maintain role-specific training documentation - written guides, quick-reference cards, and job aids tailored to non-technical sales users
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Conduct onboarding and refresher training sessions to build user confidence and reduce repeat ticket volume; track adoption metrics and target users with recurring issues
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Build and maintain a self-service knowledge base so users can resolve common issues independently; escalate complex technical issues to the Senior Admin or Developer with clear context
Sales Analytics, Reporting & Continuous Improvement (~50%)
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Build, maintain, and organize Salesforce reports and dashboards tracking pipeline health, deal velocity, stage conversion, quota attainment, and rep productivity
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Conduct and maintain a full Report & Dashboard Inventory - document purpose, owner, audience, data source, and logic for every key report; establish naming conventions and folder structure
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Identify and retire duplicate, outdated, or unused reports - maintain a clean, trusted library over a cluttered one
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Systematically map points of failure: where data breaks down, where reports produce inconsistent results, where manual overrides are occurring, and where user trust in the numbers has eroded
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Document data quality gaps by field and object; recommend and implement remediation (validation rules, required fields, picklist standardization, targeted training)
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Identify automation opportunities - flag repetitive manual reporting and data management steps as candidates for Salesforce Flow or workflow automation; deliver a prioritized recommendation list to Sales Ops leadership
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Respond to ad hoc analysis requests from sales leadership; prepare clean, presentation-ready data packages for weekly pipeline reviews, QBRs, and executive briefings
Requirements
- 2 years in a Salesforce-focused role: Sales Ops, CRM Ops, CRM Analyst, or Admin
- Demonstrated experience triaging and resolving a real Salesforce support ticket queue
- Solid Salesforce reporting and dashboard skills - build from scratch without documentation
- Strong customer service orientation: patient, clear, and solution-focused with non-technical users
- Experience creating user-facing training docs and instructional materials
- Proficient in Excel / Google Sheets: pivot tables, VLOOKUPs, data cleaning
- Analytical mindset - investigates root cause, not just symptoms
- Strong written and verbal communication; high attention to detail
- Strong interpersonal skills
This role is perfect for a motivated IT professional eager to harness their technical skills in a fast-paced environment! We value proactive problem-solvers who thrive on continuous learning and are passionate about delivering exceptional systems support. Join us to make a meaningful impact by ensuring our Salesforce environment remains robust, secure, and aligned with strategic goals!, * Salesforce Administrator: 2 years (Preferred)
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