CRM Assistant- Salesforce

We are looking for an experienced Salesforce Assistant who will help our clients with their CRM monitoring and management tasks.

This is a great opportunity for someone who wants continuous learning and growth during their career.

The Benefits

• Work From Home
• Performance, Attendance, and Referral Bonuses
• Paid Holidays and Time Offs
• Health Insurance Card

The Role

• Manage funnels (i.e. create deals, update status, create tasks, etc.)
• Upload, organize, and update leads or other data into Salesforce
• Manage configuration of Salesforce features including user management, custom fields/objects, page layouts, workflow, and validation rules
• Identify and remove unused public dashboards
• QC existing data and flag missing data elements as needed
• Create and run error reports to track opportunities missing key information that need to be filled
• Complete missing data by reaching out to the appropriate opportunity owner and then entering the data into Salesforce
• Create and run error reports for opportunities that have not been maintained/kept up to date
• Templated reporting and dashboarding within Salesforce
• Manage user licenses and permissions, including monitoring usage
• Assist with the creation of various CRM automationas needed
• Perform contact imports with flat files

• 2 - 5+ years experience with Salesforce data management and automation
• 2+ years with Salesforce CRM (Sales Cloud)
• Experience with list management (forms and objects) and cleaning
• Intermediate Excel experience for data pulls / uploads
• Experience with marketing automation (sequences, workflows, reporting)
• Experience preparing flat files for contact info uploads
• Strong written English communication skills
• Familiarity with Microsoft Office tools
• Experience working with a large organization and SFDC instance
• Familiarity with Deltek or similar ERP
• Familiarity with Zapier
• Ability to work EST