CRM Specialist

Summary

Join Karbon, a global leader in practice management software, as a highly skilled CRM Specialist. You will optimize Salesforce to enhance business efficiency and customer relationships. Responsibilities include managing Salesforce data, configuring workflows, supporting sales teams, and implementing best practices. This role requires 2-3 years of hands-on Salesforce experience, Salesforce Certified Administrator certification (or equivalent), and strong technical and analytical skills. Preferred qualifications include experience with sales teams, Agile methodologies, and Salesforce CPQ or Pardot. Karbon offers a competitive benefits package including medical, dental, and vision insurance, paid time off, a work-from-home subsidy, and a flexible work environment.

Requirements

• Minimum of 2-3 years of hands-on experience working with Salesforce CRM, with a focus on Salesforce administration, configuration, and customization
• Salesforce Certified Administrator (or equivalent) preferred
• Proficiency in Salesforce Lightning and Classic
• Strong knowledge of Salesforce automation tools (Process Builder, Flow, Apex)
• Experience with Salesforce data import/export tools, reports, and dashboards
• Familiarity with integrations between Salesforce and third-party tools
• Ability to analyze and interpret data to make informed decisions, identify trends, and optimize CRM processes
• Excellent verbal and written communication skills. Ability to effectively train and support end-users and collaborate with cross-functional teams
• Strong problem-solving skills with the ability to troubleshoot Salesforce-related issues and develop solutions efficiently
• High attention to detail, ensuring CRM data and processes are accurately managed

Responsibilities

• Configure and manage Salesforce environments to meet business needs, including user setup, data management, security settings, reports, dashboards, and workflows
• Provide ongoing support and training for Salesforce users, ensuring that team members can effectively use the CRM platform to drive sales, marketing, and customer service efforts
• Maintain and clean CRM data, ensuring data integrity, accuracy, and consistency. Perform regular data audits to remove duplicates, update records, and ensure compliance with company policies
• Identify and implement Salesforce best practices to streamline sales processes, enhance customer relationship management, and improve team productivity
• Design and generate custom reports and dashboards to provide insights into sales performance, lead generation, customer engagement, and other key metrics
• Work closely with sales, marketing, and customer support teams to integrate Salesforce with other systems and ensure alignment in workflows and data sharing
• Customize Salesforce to meet evolving business needs, including the implementation of custom fields, page layouts, record types, and automation tools such as Process Builder and Flows
• Leverage Salesforce automation tools (e.g., Process Builder, Flow Builder, Apex) to automate business processes, improve efficiency, and ensure consistent customer experiences
• Keep up-to-date with the latest Salesforce features, tools, and best practices, and recommend innovative solutions to improve CRM capabilities

Preferred Qualifications

• Experience in working with sales teams to implement CRM-driven sales strategies
• Familiarity with Agile project management methodologies
• Experience in Salesforce CPQ (Configure, Price, Quote) and/or Pardot is a plus

Benefits

• Industry-leading benefits package including medical, dental, and vision insurance for you and up to three eligible dependents
• 15 paid time off days per year (which includes 5 Karbon Days per year)
• 7 Sick leave days per year
• Internet and work-from-home subsidy
• Flexible approach to work environment (we believe in trust and autonomy)