Salesforce Administrator
Benevity
๐Remote - Canada
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Job highlights
Summary
Join Benevity's Revenue Systems Team as a Salesforce Administrator, responsible for managing Salesforce users, developing reports and dashboards, providing end-user support, and designing robust Salesforce solutions. The role requires critical thinking, organization, and passion for creating meaningful experiences.
Requirements
- Bachelorโs degree in computer science or equivalent
- Ample knowledge of Salesforce core functionality and limitations
- Experience working with SOQL, Visualforce, and Lightning components
- Experience with Salesforce declarative programming tools such as Process Builder and Flow Builder/Cloud Flow Designer
- Experience working with data migration and import tools such as Data Loader and Data Import Wizard or Jetstream
- Hands on experience with Flows and Process builder, ability to articulate on bulk triggers
- At least one of the following Salesforce certifications: Administrator, Advanced Administrator
- Ability to manage several ongoing customization projects from end-to-end, including gathering requirements, solution design and development, and finally working with stakeholders to roll out the solution to their teams
- Highly developed interpersonal and written/spoken communication skills to effectively lead and work with cross-functional teams, primarily Sales, Demand Generation, Client Success, Revenue Operations, and Finance
- Proven experience building effective CRM-based solutions
- Be a motivated self-starter that is independent, and a team player focused on excellence
- Comfortable in a hybrid Agile, Scrum and Waterfall settings
- Have a general understanding of the Software Development Life Cycle (SDLC) process
Responsibilities
- Manage Salesforce users, public groups, profiles, permission sets, and other administrative responsibilities
- Work with business partners to develop reports and dashboards
- Provide end-user support through support tickets, training, and documentation
- Perform testing of system enhancements within a test environment and other quality assurance tasks
- Work with Subject Matter Expert(s), Business Analyst(s) and/or Project Lead(s) to validate, understand, design and implement solutions that satisfy requirements in Salesforce
- Design and develop robust Salesforce solutions, leveraging Salesforce declarative (Creating Fields, Objects, Actions, Sharing Rules, Profiles, Permission sets, Processes, Flows, Workflows, Validation Rules etc.), or programmatic tools to support quote templates, email templates, SF UI related items, etc (Visualforce, Lightning, HTML/CSS)
- Keep up-to-date with the latest features and develop an understanding on how to technically enable and implement these features across all tools listed above
- Maintain and configure managed packages to support business needs and manage integrations
- Communicate with cross functional stakeholders and end users from Revenue Operations, Sales, Marketing, Finance, and Client Success to groom requirements when clarification is required and/or conduct root cause analysis to address issues or bugs
- Develop an understanding of Benevityโs business processes and how they interact with our product & Salesforce-related application ecosystem
- Write and translate user stories or business requirements into systematic solutions across all the tools listed above
- Manage day-to-day admin requests from the Sales, Marketing & Customer Success teams
- Manage monthly data inserts and ad hoc bulk load requests
- Follow best practices and recommend solutions to stakeholders
- Participate in daily stand-ups talking through challenges, sprint review demonstrating configured or developed solution and backlog grooming ceremonies
- Work with tools such as Confluence, Jira and Asana to systematically manage work and project communication
- Will be required to configure and troubleshoot aspects of Salesforce CPQ like Advanced Approvals, Products Rules, Price Rules, Quote Template as the Revenue Systems supporting the entire lead to cash space
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