Salesforce Platform Optimizer

The ideal candidate will possess a seasoned background in managing and optimizing the Salesforce platform across corporate sales and marketing operations.

A minimum of 5 years of experience in Sales Cloud and a minimum of 1 year in Marketing Cloud, along with hands-on experience on configuration and customization is required.

• Configure core Sales Cloud features: Accounts, Contacts & Opportunities, Lead Management, Forecasting, Territory Management, CPQ, and Product Catalogs.
• Implement and optimize automation using Flows, Process Builder, and Approval Processes to streamline sales processes.
• Design custom objects, record types, page layouts, and Lightning pages to enhance user experience and business efficiency.
• Develop reports, dashboards, and data insights for sales performance, pipeline health, and operational KPIs.

Marketing Cloud Integration:

• Manage and support Salesforce Marketing Cloud, including configuration of Email Studio, Journey Builder.
• Work closely with the marketing team to deploy targeted campaigns, build customer journeys, and track campaign metrics.

Third-Party CRM Integrations:

• Sales Navigator: Manage integration with Salesforce to enable synced prospecting, lead insights, and in-platform engagement tracking.
• ZoomInfo: Manage integration with Salesforce to enable synced prospecting, lead insights, and in-platform intelligence gathering.
• SurveyMonkey: Manage integration with Salesforce to enable synced responses and data collection for NPS, CSAT, etc.
• HubSpot: Administer integration for campaign tracking, lead syncing, and contact management across both platforms.

Documentation, Deployment & Governance:

• Maintain detailed system documentation for configurations, processes, and custom code.
• Use Change Sets, sandbox management, deployment, and release management.
• Define and enforce governance standards and change management procedures.

Stakeholder Collaboration & Support:

• Work with business stakeholders to gather requirements and translate them into scalable Salesforce solutions.
• Deliver end-user support and conduct training on new features, workflows, and data practices.
• Proactively identify opportunities to enhance CRM efficiency and user adoption.

Technical Skills:

• Security & Access Control: Advanced knowledge of profiles, roles, permission sets, sharing rules, and org-wide defaults (OWD).
• Data Integrity & Governance: Skilled in validation rules, duplicate rules, and mass data management tools like Data Loader and Workbench.
• Automation: Expertise in Flows (record-triggered, scheduled), Process Builder, and Approval Processes to automate complex workflows.
• User Experience: Proficient in configuring page layouts, record types, Lightning pages, dynamic forms, and custom apps.
• Reports & Dashboards: Strong ability to build and manage executive-level dashboards, matrix and joined reports with dynamic filters.
• Apex Development: Working knowledge of Apex triggers, classes, Visualforce, and SOQL for custom business logic and workflows.
• Documentation & Deployment: Experience with technical documentation, sandbox strategies, change sets, and CI/CD tools.
• Requirement Gathering: Ability to capture business needs through interviews, workshops, and documentation to build scalable solutions.

Qualifications:

• Experience:
• Minimum 5 years of Salesforce administration experience with a focus on Sales Cloud and Marketing Cloud.
• Minimum 1 year of Salesforce Marketing Cloud (Account Engagement, Pardot, etc.) experience.
• Certifications:
• Salesforce Certified Administrator (Required)
• Salesforce Advance Administrator (Preferred)
• Salesforce Certified Sales Cloud Consultant (Preferred)
• Marketing Cloud Email Specialist or related certifications (Preferred)
• Education:
• Bachelor's degree in Computer Science, Information Systems, Engineering, or a related field required.