Jr. Salesforce Administrator

Full Job Description

About the Role:

GeoLinks is seeking a Jr. Salesforce Admin to join our team. The Jr. Salesforce Admin will assist with Salesforce Management including maintenance, setting up new users, implementing approved changes, troubleshooting, training/support, and being a resource for other CRM tasks. If you are a proactive individual who learns quickly and enjoys taking on new challenges, this may be the position for you.

Responsibilities:

• Manage day-to-day operations of our Salesforce instance.

• Ensure platform technical design and implementation is customized for operational purposes

• Add/modify fields, page layouts & record types

• Fill identified gaps for end users by researching potential solutions and implementing the preferred process

• Correspond with Salesforce Support & Success Community for recommended solutions

• Additional CRM management

• Write training manuals and teach staff how to use the CRM

• Provide support to team members by answering questions about system capabilities & enhancement requests

• Aid in troubleshooting, resolving, and tracking unexpected issues

• Support strategic projects as required

• Customize and pull reports from the CRM

• Build lists for various departments based on specified criteria.

• Utilize the following tools: DocuSign, OwnBackup, FinancialForce, FreshService Portal, & Excel for data manipulation

• Research best practices, gather requirements, and find CRM solutions

• Setup processes to streamline/optimize current operations

• Utilize the process builder to automate system functions

• Update or create new records based on newly created logic

• Setup the criteria & conditions that need to be met in order to trigger the process.

• Create automated processes to trigger email alerts & field updates

• Assist in managing various Salesforce Apps including Sales Cloud, Service Cloud, Field Service Lightning (FSL), FinancialForce, as well as third party integrations including Hubspot, OwnBackup, DocuSign, etc.

• Assist in resolving issues by troubleshooting (and contacting support when needed)

• Make minor modifications to the system when requests are approved (testing in the sandbox first).

• Add new users/assign applicable licenses.

• Stay on top of existing technology and research future solutions

• Remain up-to-date with new system feature releases

• Salesforce Seasonal Release (Spring, Summer, Winter)

• Maintain Professional Certifications (if applicable)

Skills:

• 1+ year(s) of technical experience with Salesforce or a similar CRM platform preferred

• Proficient in Microsoft Office Suite, particularly in Excel

• Proactive self-starter who can work well both independently and as part of a team

• Ability to work creatively and analytically in a problem-solving scenario

• Strong execution and follow-up skills

• Excellent verbal and written communications skills with the ability to present technical solutions to any audience

• Ability to adapt to quickly changing priorities and manage multiple deadlines

• Ability to work independently and exercise confidentiality when working with sensitive data

• Team player with ability to own projects to successful outcome

Benefits:

• Health, Vision, and Dental Plans covered with no waiting period

• 401K available with no waiting period

• Long-term Disability

• 100k Life Insurance

• PTO