Location(s):
Markham on-site / remote / hybrid
Job Summary:
The Salesforce Administrator will report to the IT Manager and will be responsible for maintaining and enhancing Sinalites Salesforce platform, with a focus on collaborating / supporting our Sales, Marketing and Customer Relation teams, serving as a trusted partner between our internal teams to deliver timely and effective solutions. This role involves managing data, building, configuring, and automating processes/flows on the Salesforce platform, as well as user support, object creation, and facilitating project rollouts.
Key responsibilities:
Collaboration with Revenue Operations
- Partner closely with the revenue teams ( Sales, Marketing & Customer Support) to provide the support based on the requirements and priorities
- Communicate effectively with revenue teams about technical inquiries
- Build strong working relationships with internal teams to identify areas for operational improvement
- Be able to suggest / optimize Salesforce operations strategically from the business perspective
- Provide daily support to remote sales team members who rely on Salesforce to manage customer interactions, territories, pipelines, and deals.
- Provide daily support to customer service team to manage case and reports
- Identify the potential issues that could impact the business flow and provide the solutions
Salesforce Administration / Customization / Optimization
- Oversee Salesforce implementation, including reports, dashboards, user management, and development
- Create and implement changes to various Salesforce components
- Design, build, test, document, and deploy high-quality, scalable business solutions on the Salesforce platform.
- Create and implement changes to applications, objects, fields, workflows, processes, flows, validation rules, approval processes, email alerts, advanced formulas, page layouts, record types, and Lightning pages
- Manage Salesforce users, profiles, permission sets, roles, sharing rules, and security controls to ensure appropriate access for the revenue teams
- Perform regular security checks and conduct regular patches, updates upon release
- Perform regular backup operations and test with restore
- Create and refresh Sandbox/QA environments regularly as needed.
- Ongoing monitoring and maintenance of the deployed Salesforce applications to ensure maximum performance and resolve the issues quickly
- Forecast and ensure Salesforce usage stay within the quota
Reporting and Data Insights
- Build and support reports, dashboards, and data visualizations to provide actionable insights for the management and revenue team
- Ensure data quality, integrity, and governance across the Salesforce platform to support accurate reporting and analysis
- Design new business processes to improve operational efficiency across the organization
- Perform regular data cleaning process
Documentation & Training
- Develop and maintain effective documentation on workflow, configuration changes, integrations, and processes
- Support Salesforce onboarding and offboarding processes, including training new team members on best practices and system use
Qualifications:
- Bachelors degree in Business, Information Technology, or a related field.
- 6+ years of experience as a Salesforce Administrator.
- Salesforce Administrator (ADM 201) certification preferred.
- Strong understanding of Salesforce data model, workflow, configuration and automation tools.
- Strong understanding of Salesforce best practices and functionality as it relates to sales/ marketing / customer service best practices and funnel / lifecycle management
- Strong understanding of Sales / Marketing operations
- Experience with Salesforce Development (Lightning, Apex Code, triggers, custom object development, SFDC APIs, Web services, Force.com)
- Ability to think / structure from a full picture
- Proven ability to design and implement new processes and facilitate user adoption
- Excellent problem-solving, documentation and communication skills
- Passion and empathy for working with people
- Able to interpret the operational requirements of end users, project managers, and other stakeholders
- Excellent written and verbal communication skills in English
- Self-starter and highly motivated to make proactive changes, able to work independently or as part of a team
- Ability to accept and integrate constructive feedback from superiors
- Effective deadline management and project management skills