Job DescriptionRESPONSIBILITIES MAY INCLUDE Changes to the System: 1. Gather and track feedback from users
2. Communicate system changes to the users and answer questions on changes as needed prior to implementation
3. Manage the change request/change control process if appropriate
4. Create and maintain fields, views, reports, dashboards, campaigns and other salesforce.com objects and functions
5. Create or modify custom objects when directed
6. Handle on-going customization/ alteration of Salesforce.com.
7. Maintain and modify workflows, functions and configurations within the Salesforce.com environment as directed
8. Respond to ad hoc reporting requests as needed
9. Provide support functions as needed.
10. Provide sales and financial data to company executives as neededMaintain System Integrity:
1. Reassign Accounts, Contacts, and Opportunities in response to personnel changes
2. Grant/ remove and maintain user licenses, User Assistance, Training, Adoption and Satisfaction:
3. Provide one to one training to end users on an on-going basis.
4. Help expand use and adoption of Salesforce – attend planning meetings, assist with determining if /how Salesforce can be used in new ways as opposed to purchasing other systems
5. Use processes in Salesforce to help monitor activities, trends, sales and leads.
6. Monitor usage and mentor users/groups needing assistance.
7. Be a company SME on SalesforceProcess Creation, Documentation and Maintenance:
Document company processes and workflows
Develop process documentation and field mapsData Quality, Governance, Migration and Maintenance:
Assist with migration/mapping from other systems/processes into Salesforce
Monitor neglected Leads, Opportunities, Accounts, and Contacts as appropriate.
Monitor and manage exception logs for back end system integration with SFDC
Manage duplicate records
Monitor and make recommendations to improve data quality
Ensure data integrity by merging duplicate Leads, Contacts, and Accounts
Identify unnecessary fields and data; ensure screens, fields and workflow
have accurate names and reflect current workflow.Report and Dashboard Creation and Maintenance:
Create and maintain dashboards
Create and maintain reports including folder maintenance
Build and manage report folders for reps or other user groups to improve data integrity and efficiency
Qualifications
RESPONSIBILITIES MAY INCLUDE (As directed by Sales Enablement Director or Salesforce Technical Admin)
Changes to the System:Gather and track feedback from usersCommunicate system changes to the users and answer questions on changes as needed prior to implementationManage the change request/change control process if appropriateCreate and maintain fields, views, reports, dashboards, campaigns and other salesforce.com objects and functionsCreate or modify custom objects when directedHandle on-going customization/ alteration of Salesforce.com.Maintain and modify workflows, functions and configurations within the Salesforce.com environment as directedRespond to ad hoc reporting requests as neededProvide support functions as needed.Provide sales and financial data to company executives as neededMaintain System Integrity:Reassign Accounts, Contacts, and Opportunities in response to personnel changesGrant/ remove and maintain user licensesUser Assistance, Training, Adoption and Satisfaction:Provide one to one training to end users on an on-going basis.Help expand use and adoption of Salesforce – attend planning meetings, assist with determining if /how Salesforce can be used in new ways as opposed to purchasing other systemsUse processes in Salesforce to help monitor activities, trends, sales and leads.Monitor usage and mentor users/groups needing assistance.Be a company SME on SalesforceProcess Creation, Documentation and Maintenance:Document company processes and workflowsDevelop process documentation and field mapsData Quality, Governance, Migration and Maintenance:Assist with migration/mapping from other systems/processes into SalesforceMonitor neglected Leads, Opportunities, Accounts, and Contacts as appropriate.Monitor and manage exception logs for back end system integration with SFDCManage duplicate recordsMonitor and make recommendations to improve data qualityEnsure data integrity by merging duplicate Leads, Contacts, and AccountsIdentify unnecessary fields and data; ensure screens, fields and workflow have accurate names and reflect current workflow.Report and Dashboard Creation and Maintenance:Create and maintain dashboardsCreate and maintain reports including folder maintenanceBuild and manage report folders for reps or other user groups to improve data integrity and efficiencyESSENTIAL REQUIREMENTS:
A system administrator needs a solid understanding of the organization’s business. They must have solid Salesforce skills and ideally, understand the advanced concepts of Customer Relationship Management (CRM). Most importantly they should be proactive, organized, logical and willing to pursue additional Salesforce credentialing and certification.QUALIFICATIONS:2 to 4years of Salesforce administration experience similar to the job duties listed in this job descriptionIn-depth knowledge of the standard capabilities of SalesforceStrong reporting background using standard reporting tools including standard Salesforce reporting functionalityDetail oriented and self-starter with strong written and interpersonal skillsAbility to work independently, as well as part of a team as well as manage multiple request with competing prioritiesStrong problem-solving skills, data and software applicationsGreat communication skills with enthusiastic personalityComputer literate and proficient in standard office applications Word, Excel and OutlookMinimum expectation of a Bachelor’s degree OR equivalent education/experience
No mandatory but preference for candidates who have:Individuals who experience with use of custom code (Apex, s-controls) and/or integration with external systems as well as developing custom Salesforce objects and workflows.Experience with integrated systems Marketo, Apptus and Domo. Experience with analytics, CPQ, CLM (contract lifecycle mgmt), opportunity tracking, sales pipeline management, forecasting and deal governanceProven ability to utilize Salesforce.com as a sales analysis toolSalesforce Administrator certification is a plus
