Salesforce Operations Specialist
4 weeks ago
Job Summary
H.E. Services India is seeking a highly skilled Salesforce Operations Specialist to join our team. As a key member of our operations team, you will be responsible for managing the daily administration of multiple profiles, roles, and user setups in Salesforce.
Key Responsibilities
- Administrative Tasks
- Customize objects, fields, record types, page layouts, validation, process flows, triggers, approval processes, and workflow rules
- Maintain security of Salesforce through internal settings, activity audits, sharing rules, permission sets, roles, and profiles
- Data Management
- Develop and maintain reports and dashboards for users at all levels of the organization
- Work directly with the sales team regarding training, support issues, and problem troubleshooting
- Documentation and Quality Assurance
- Maintain and improve data integrity by monitoring exception reports, merging records, and de-duplicating records
- Create and maintain documentation of technical issues, training, and any modifications to Salesforce
- Participate in QA testing of internal Salesforce projects
Requirements
- Knowledge of Salesforce CRM and Salesforce Maps
- IT Help Desk familiarity
- Advanced skills in Microsoft Word, Excel, PowerPoint, HTML, and Adobe Acrobat
- Experience with SQL is preferred but not required
Education
- Bachelor's degree (science background preferred)
Communication Skills
- Excellent interpersonal and communication skills, verbal and written, to both technical and non-technical audiences
- Ability to listen to requests and provide input on how changes will affect other aspects of Salesforce and provide alternatives if necessary
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