Essential Duties and Responsibilities:
Key Responsibilities Platform Administration
Manage user accounts, licenses, roles, permission sets, and access controls. Configure objects, fields, page layouts, record types, and validation rules. Maintain a secure, organized platform that supports business requirements. Evaluate system changes and coordinate testing before deployment.
Automation and Process Improvement
Build and maintain Salesforce Flows, approval processes, and notifications. Gather requirements and recommend solutions that reduce manual work. Troubleshoot system issues, automation errors, and user requests. Coordinate with developers, consultants, and vendors on complex enhancements and integrations.
Data Management and Reporting
Maintain data quality through validation, duplicate management, and routine audits. Manage data imports, exports, and updates using appropriate controls. Create reports and dashboards that track sales activity, pipeline performance, and other business priorities. Support data backup and recovery procedures and document data management practices.
User Support and Training
Serve as a primary contact for Salesforce questions and support. Train new and existing users on system features and established processes. Create user guides, training materials, and configuration documentation. Promote consistent system use and identify opportunities to improve adoption.
System Maintenance
Review Salesforce releases and assess their impact on existing configurations. Test changes in a sandbox environment and coordinate deployments. Monitor integrations and work with technical teams to resolve issues. Maintain documentation of system changes, dependencies, and support procedures.
Physical Demands and Work Environment:
This is a remote position performed in a home or remote office setting. The role requires prolonged periods of sitting, frequent use of a computer, keyboard, and mouse, and consistent visual and auditory engagement with digital communication tools. Employees must be able to communicate effectively via written and verbal channels and manage multiple systems simultaneously. Reasonable accommodation may be provided to enable individuals with disabilities to perform the essential functions of this role.
Originally posted on Himalayas
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