Job Title: Salesforce Support Specialist
Job Summary:
The Salesforce Support Specialist is responsible for ensuring efficient reporting, forecasting, and dashboard management within the Salesforce CRM system to support the Marketing and Business Development teams. This role involves training team members on effective CRM utilization and driving strategic revenue success. The Specialist will collaborate with other Salesforce team members to ensure proper user permissions, provide support for end-user issues, and facilitate the roll-out of new features. The role also involves identifying opportunities for process automation and maintaining system integrity to ensure seamless workflow and alignment with department goals.
Key Responsibilities:
- Manage and optimize Salesforce CRM processes, including reporting, forecasting, and dashboard campaign management to meet Marketing and Business Development goals.
- Provide training to Business Development team members on effective use of Salesforce, ensuring accurate documentation of strategic revenue goals.
- Partner with Salesforce team members to set up and configure user permissions (licenses, profiles, roles, permission sets) for Business Development users.
- Troubleshoot and resolve end-user issues, maintaining status and details throughout the issue lifecycle.
- Support user testing for Salesforce development projects and assist in implementing new features for the Business Development team.
- Develop reports, dashboards, and campaign targeting lists to support revenue goals, ensuring alignment with Business Development needs.
- Identify and address inefficient manual processes, proposing Salesforce automation solutions where applicable.
- Organize and maintain folder structures for reports and dashboards to ensure ease of access for all users.
- Ensure the Salesforce library and content are well-organized and up to date.
- Build reports, dashboards, and list views for Business Development users, aligning with KPIs and leadership requests.
- Create and maintain end-user documentation (written, audio, video) and training materials for Salesforce users.
- Provide Salesforce onboarding and continuous training for Business Development teams.
- Stay updated on new Salesforce features and releases, recommending useful features to improve system usage.
- Ensure Business Development processes are accurately represented in Salesforce and collaborate with other departments (e.g., Marketing, Operations Advisory) to align Salesforce functionality.
- Support the Director of Business Development Operations in implementing and training on AI/Machine Learning initiatives within Salesforce.
- Communicate data integrity requirements and train teams on documentation best practices.
Minimum Qualifications:
Education:
- Bachelor's degree in Business, Computer Science, Data Analytics, or a related field.
Licenses/Certificates:
- Salesforce Certified Administrator (ADM 201) preferred.
Experience:
- 1-3 years of hands-on experience with Salesforce (platform use, navigation, report, and dashboard building).
- 3+ years supporting a business development team in a sales-driven environment.
- 5+ years of experience using MS Office products (advanced Excel preferred).
Work Arrangement:
Salary:
