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Salesforce Administrator and finance/accounting
1 month ago
We are seeking an experienced Salesforce Administrator and finance/accounting knowledge to support our transition from QuickBooks to Accounting Seed within our Salesforce environment. The ideal candidate will play a crucial role in implementing, maintaining, and optimizing our Salesforce-based financial systems.
Key Responsibilities:
Manage day-to-day administration, support, and development of our Salesforce org
Configure Salesforce and Accounting Seed to align with our financial processes and requirements
Create and maintain custom objects, fields, workflows, and reports as needed
Manage user roles, security settings, and data access controls
Provide training and support to end-users on Salesforce and Accounting Seed
Collaborate with stakeholders to gather requirements and implement solutions
Assist in data migration from QuickBooks to Accounting Seed
Develop and maintain documentation for processes, policies, and configurations
Support integration between Salesforce other systems
Qualifications:
Salesforce Administrator certification
5+ years of experience as a Salesforce Administrator
Familiarity with SOQL and Apex
Excellent problem-solving and analytical skills
Experience with Jira, Miro, and or other Project management tools
Ability to communicate effectively across various teams and stakeholders, translating technical concepts into business-friendly language.
Additional Salesforce certifications (e.g., Advanced Administrator, Platform App Builder)
Experience with Accounting Seed or similar financial applications within Salesforce
Knowledge of QuickBooks and data migration best practices
Experience in the insurance/finance industry is a plus
Experience with Hubspot is a plus