Salesforce 专员
Salesforce Specialist
这是一个远程职位。
概述:我们正在寻找一位高度有条理、注重细节的行政支持与Salesforce专家,具备扎实的技术和报告背景。该职位涉及管理行政任务、优化Salesforce流程并生成有洞察力的报告以支持业务运营。理想的候选人应具备Salesforce管理、数据分析和报告工具的经验,对流程改进和自动化有敏锐的洞察力。
职责:
Salesforce管理与技术支持
管理并维护Salesforce CRM,确保数据准确性和系统完整性。
在Salesforce中自定义字段、工作流、自动化、仪表板和报告,以满足业务需求。
为用户提供Salesforce最佳实践的技术支持和培训。
解决Salesforce问题,与利益相关者沟通,并实施解决方案。
与第三方工具和集成(例如Zapier、API连接)合作。
报告与数据分析
在Salesforce和其他报告工具中开发和维护自定义报告和仪表板。
通过定期监控和清理记录来确保数据质量。
协助自动化报告流程以提高效率。
行政支持
处理一般的行政任务,如工单解决
协助团队进行数据录入、组织和流程优化。
为管理层提供演示文稿、报告和流程文档支持。
要求
所需技能与资格:
2年以上Salesforce管理、数据分析或相关领域的经验。
熟练掌握Salesforce报告、仪表板和自动化工具。
熟悉Excel、Google Sheets和其他类似工具。
具备较强的技术能力和解决问题的能力。
优秀的组织、沟通和文档编写能力。
能够独立工作并高效管理多项任务。
有使用Zapier、Slack或其他SaaS平台等第三方工具的经验者优先。
拥有Salesforce认证(管理员、高级管理员或相关专业认证)者优先。
福利
有趣的工作环境带薪假期其他更多!
加入我们的团队,通过吸引顶尖人才并培养卓越文化,共同塑造我们组织的未来。立即申请,开启与我们一起的 exciting 职业旅程!
最初发布于喜马拉雅山
查看英文原文
This is a remote position.
Overview: We are looking for a highly organized and detail-oriented Administrative Support & Salesforce Specialist with a strong technical and reporting background. This role involves managing administrative tasks, optimizing Salesforce processes, and generating insightful reports to support business operations. The ideal candidate should have experience in Salesforce administration, data analytics, and reporting tools, with a keen eye for process improvement and automation. Responsibilities: Salesforce Administration & Technical Support Manage and maintain Salesforce CRM, ensuring data accuracy and system integrity. Customize fields, workflows, automation, dashboards, and reports in Salesforce to support business needs. Provide technical support and training to users on Salesforce best practices. Troubleshoot Salesforce issues, liaise with stakeholders, and implement solutions. Work with third-party tools and integrations (e.g., Zapier, API connections). Reporting & Data Analysis Develop and maintain custom reports and dashboards in Salesforce and other reporting tools. Ensure data hygiene by monitoring and cleaning records regularly. Assist in automating reporting processes for efficiency. Administrative Support Handle general administrative tasks such as ticket resolution Assist teams with data entry, organization, and workflow optimization. Support leadership with presentations, reports, and process documentation.
Requirements
Required Skills & Qualifications: 2+ years of experience in Salesforce administration, data analysis, or related roles. Proficiency in Salesforce reporting, dashboards, and automation tools Experience with Excel, Google Sheets, and other similar tools Strong technical and problem-solving skills Excellent organizational, communication, and documentation skills. Ability to work independently and manage multiple tasks efficiently. Experience with third-party tools like Zapier, Slack, or other SaaS platforms is a plus. Salesforce certification (Admin, Advanced Admin, or relevant specialization) is a plus.
Benefits
Funworking environmentPTOHMOAnd More!Join our team and play a key role in shaping the future of our organization by attracting top talent and fostering a culture of excellence. Apply now to embark on an exciting career journey with us!
Originally posted on Himalayas