Job description

Summary This position is responsible for training and providing ongoing support to clients in relation to Salesforce.com. The ideal candidate will have experience working across multiple business units, ensuring seamless integration and effective use of Salesforce to meet client needs. Strong communication and problem-solving skills are essential to delivering exceptional support and driving successful outcomes. Position Responsibilities Gather client’s business requirements and transform these into technical requirements for Salesforce design Leverage Salesforce best practices to minimize the need for custom development Write technical documentation for clients outlining standard operating procedures Accurately execute training modules with EBQ customers Audit Salesforce and provide detailed plan to optimize configuration Identify and communicate project risks and issues in a timely manner Effectively migrate and implement Salesforce for new organizations Work with EBQ’s customers to understand their unique business needs and then customize Salesforce to meet business requirements Develop relationships with clients and confidently demonstrate business process expertise when advising client executives and stakeholders Create and manage custom field and objects, flows, record types, data validation, page layouts, and third-party integrations Develop and create customized reports and dashboards based on client needs Manipulate data and import into Salesforce using various ETL tools Keep abreast of new Salesforce features and functionality in order to provide recommendations for process improvements to EBQ’s clients Effectively manage task within EBQ’s project management system Retain and accurately apply the training and direction received from management Consistently achieve or exceed monthly target(s) established by supervisor Adhere to company policies and values Work effectively in a collaborative work environment and professionally represent EBQ to clients Perform other duties as assigned Minimum Qualifications Highly motivated and disciplined self-starter with excellent oral and written communication skills Understanding of Salesforce best practices and data architecture Salesforce Administrator Certification 1-2 years of Salesforce experience as an end-user or 6 months of experience as a Salesforce admin Strong customer service and organizational skills Understanding of Agile and Scrum methodologies Working proficiency with Microsoft Excel Process-oriented High attention to detail Proficiency in the following areas is desirable, but not required Online screen sharing tools such as RingCentral Meetings, WebEx, GoToMeeting, or Join.Me Knowledge of SQL or SOQL Additional preferred Salesforce certifications: Advanced Administrator, Platform App Builder, Business Analyst, Sales Cloud Consultant, Service Cloud Consultant, Nonprofit Cloud Consultant, Experience Cloud Consultant, Marketing Cloud Consultant, or CPQ Specialist Business analyst and/or sales experience Experience working with both SMB and Enterprise organizations Experience working with Non-Profit organizations Understand or experience in release management and software development lifecycle Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. Must be able to lift 15 pounds at times. EBQ is an equal opportunity employer. We provide equal employment opportunities to all qualified employees and applicants for employment without regard to race, color, religion, sex, gender, gender identity, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other legally protected status. We prohibit discrimination in decisions concerning recruitment, hiring, compensation, benefits, training, termination, promotions, or any other condition of employment or career development. No visa sponsorship is available for this position. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact 512-292-1110 for assistance.

Requirements

Must-haves

Position Responsibilities
Gather client’s business requirements and transform these into technical requirements for Salesforce design
Leverage Salesforce best practices to minimize the need for custom development
Write technical documentation for clients outlining standard operating procedures
Accurately execute training modules with EBQ customers
Audit Salesforce and provide detailed plan to optimize configuration
Identify and communicate project risks and issues in a timely manner
Effectively migrate and implement Salesforce for new organizations
Work with EBQ’s customers to understand their unique business needs and then customize Salesforce to meet business requirements
Develop relationships with clients and confidently demonstrate business process expertise when advising client executives and stakeholders
Create and manage custom field and objects, flows, record types, data validation, page layouts, and third-party integrations
Develop and create customized reports and dashboards based on client needs
Manipulate data and import into Salesforce using various ETL tools
Keep abreast of new Salesforce features and functionality in order to provide recommendations for process improvements to EBQ’s clients
Effectively manage task within EBQ’s project management system
Retain and accurately apply the training and direction received from management
Consistently achieve or exceed monthly target(s) established by supervisor
Adhere to company policies and values
Work effectively in a collaborative work environment and professionally represent EBQ to clients
Perform other duties as assigned
Highly motivated and disciplined self-starter with excellent oral and written communication skills
Understanding of Salesforce best practices and data architecture
Salesforce Administrator Certification

Nice-to-haves

Additional preferred Salesforce certifications: Advanced Administrator, Platform App Builder, Business Analyst, Sales Cloud Consultant, Service

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

agilescrumsql

Platform: bamboohr
Effort: medium