Salesforce Specialist - Remote

YO AI Labs View all jobs
New York, NY, United States
5 days ago
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Role details

Contract type
Contract
Employment type
Full-time (> 32 hours)
Compensation
$52,000.0 - $56,160.0
Working hours
Regular working hours

Tech stack

Customer Data Management Salesforce.Com Salesforce Sales Cloud

Job description

We are engaging Salesforce Specialists to contribute expert knowledge and practical experience to a customer project focused on real-world Salesforce workflows. You’ll apply your Salesforce expertise to complete and review workflows and contribute high-quality interaction data that supports the development of next-generation AI systems. Responsibilities

  • Complete and review realistic workflows within Salesforce.
  • Work with leads, contacts, accounts, opportunities, and other CRM records.
  • Create and manage Salesforce reports and dashboards.
  • Use Salesforce Flow and automation features to support common business processes.
  • Manage, organize, and validate CRM data accurately.
  • Explore Salesforce features and identify common real-world use cases.
  • Document the steps required to complete different Salesforce workflows.
  • Review workflows and provide feedback based on practical Salesforce experience.
  • Clearly explain Salesforce processes, tools, and workflow requirements., We need a skilled medical biller and insurance authorization specialist to get prior authorization for procedures.…
  • 1 month ago

Requirements

  • Salesforce CRM
  • Salesforce Workflow & Automation
  • Salesforce Reports & Dashboards
  • CRM Data Management
  • Lead & Opportunity Management
  • Business Process Automation, * Strong hands-on experience using Salesforce CRM.
  • Experience managing leads, contacts, accounts, opportunities, and other CRM records.
  • Familiarity with Salesforce Flow, automation, reports, and dashboards.
  • Experience using Salesforce for sales, CRM, or business operations workflows.
  • Strong understanding of CRM data management and business processes.
  • Ability to explain Salesforce workflows clearly and accurately.
  • Strong attention to detail and problem-solving skills.
  • Salesforce certifications are a plus but not required.

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