Systems Analysis & Design
Partner with business stakeholders to analyze workflows, gather requirements, and translate them into functional and technical specifications for Salesforce and integrated systems.
Maintain accurate documentation including data models, data field mappings, process flow and system architecture, and across Salesforce and connected platforms.
Identify process inefficiencies and opportunities for optimization, including opportunities to leverage Salesforce platform capabilities, and AI-driven enhancements
Configuration & Integration
Configure and enhance Salesforce CRM (Sales Cloud, Service Cloud, CPQ or relevant modules), supporting end-to-end workflows across sales and service teams.
Design, implement, and maintain integrations between Salesforce, and external applications using APIs, middleware, and automation platforms to ensure reliable, timely data synchronization.
Build scalable automation using Salesforce Flows, low-code tools, and targeted coding (Apex or scripting) for complex logic that cannot be handled through configuration alone.
Administer CRM security and access controls—including roles, profiles, permission sets, sharing rules, and login/security policies—to maintain appropriate access and strong data governance.
Manage platform components such as validation rules, approval processes, metadata changes, and page layouts to ensure accurate, consistent, and user-friendly system behavior.
Data Management, Reporting & Analytics
Support data management activities including data migration, cleansing, validation, and reconciliation across Salesforce and integrated systems.
Build and maintain reports and dashboards in Salesforce, ensuring visibility into KPIs for sales, service, and operations.
Write and run SQL (or equivalent) queries to validate data, troubleshoot issues, and support integration troubleshooting.
Testing, Support & Continuous Improvement
Lead and coordinate user acceptance testing (UAT), regression testing, and release validation for Salesforce changes and cross-system updates.
Provide day-to-day CRM and application support, diagnosing root causes, resolving issues, and coordinating with vendors or internal technical teams as needed.
Contribute to change management with release notes, documentation, training materials, and communication plans.
What you must have:
5–7 years of hands-on Salesforce CRM and enterprise applications experience, including configuration, reporting, workflow management, and ongoing system support.
Experience with integrations, including designing or supporting APIs, middleware, multi-system data flows, workflow automation, and troubleshooting synchronization issues.
Familiarity with Salesforce security and access management (roles, profiles, permission sets, sharing rules, login/security policies).
Ability to read or write light Apex, SOQL, or scripting logic to support automation or troubleshoot integrations.
Proficiency in Salesforce Reports/Dashboards and SQL or equivalent querying tools.
Strong experience with data management, data validation, and data reconciliation across CRM and connected systems.
Experience designing business workflows, mapping processes, and documenting functional/technical requirements.
Thank you for your interest in this opportunity. If you are selected to move forward in the process, we will contact you directly. If you do not hear from us, we encourage you to continue visiting our website for other roles that may be a good fit.
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