Salesforce Administrator
- Custom Object & Field Configurations: Design, create, and maintain custom objects, fields, record types, and relationships to support evolving business requirements and data structures, especially as we transition to Revenue Cloud.
- Automation (Flows): Develop, update, and maintain complex Salesforce Flows to automate business processes, streamline workflows, and improve operational efficiency.
- Data Management & Integrity: Proactively clean, de-duplicate, and maintain Salesforce data to ensure accuracy, completeness, and consistency. Implement and enforce data validation rules and data governance policies. Partner closely with our AI & Data team to ensure clean, accurate data flows from Salesforce to Snowflake for advanced analytics and insights.
- Reporting & Dashboards: Design, build, and maintain custom reports and dashboards that provide actionable insights and empower data-driven decision-making for sales, marketing, and leadership teams, potentially leveraging AI-driven analytics.
- User Management & Security: Manage user accounts, including provisioning, deactivation, and troubleshooting login issues. Build out, maintain, and audit permissions, roles, profiles, and sharing settings to ensure appropriate data access and robust security.
- Connected App & Integration Management: Configure, manage, and troubleshoot Salesforce Connected Apps to facilitate secure and reliable integration with external systems, including Hubspot (for Marketing) and sales enablement tools like Cognism and Gong , ensuring optimal data flow and usability.
- Page Layout & UI Optimization: Optimize and clean up page layouts, Lightning pages, and user interfaces to enhance user experience and ensure essential information is easily accessible.
- Bug Fixes & Troubleshooting: Diagnose, resolve, and document Salesforce-related bugs and technical issues in a timely and efficient manner, focusing on root cause analysis and responding to helpdesk tickets.
- Release Management: Stay current with Salesforce releases and new features, including advancements in AI. Evaluate, test in sandbox environments, and implement relevant updates to leverage the latest platform capabilities.
- AppExchange Management: Evaluate, install, configure, and maintain managed packages and applications from the Salesforce AppExchange.
- Ongoing Maintenance & Governance: Perform regular system health checks, security reviews, and ongoing maintenance activities. Contribute to the development and enforcement of Salesforce governance policies and best practices.
- Documentation & Training: Create and maintain comprehensive documentation for Salesforce processes, configurations, and solutions. Provide training and ongoing support to end-users to maximize Salesforce adoption and proficiency, including the effective use of AI tools.
- Professional level of English, French is a plus
- 3-5 years of hands-on experience as a Salesforce Administrator in a B2B SaaS environment
- Proficiency in Salesforce Sales Cloud is essential
- Experience with Revenue Cloud or a strong understanding of CPQ/billing processes is highly desirable
- Strong understanding of Salesforce declarative configuration options (Custom Objects, Fields, Validation Rules, Workflow Rules, Flows, Page Layouts, Record Types)
- Demonstrated experience with Salesforce security model (Profiles, Roles, Permission Sets, OWD, Sharing Rules)
- Proven ability to manage data quality, including using Data Loader and other data management tools (for ETL)
- Experience with Connected Apps setup and management for integrations
- Familiarity with Salesforce AI capabilities and a keen interest in leveraging AI to optimize CRM processes
- Excellent problem-solving, analytical, and troubleshooting skills, with a keen attention to detail and a proactive approach to issue resolution
- Strong communication and interpersonal skills, with the ability to effectively collaborate with technical and non-technical stakeholders at all levels, and manage internal support tickets efficiently
- Proactive attitude towards platform enhancements and a desire to implement best practice solutions.
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