Salesforce CRM Associate

Summary

Join Sollis Health as a CRM Salesforce Associate and play a vital role in supporting the implementation, maintenance, and optimization of Salesforce CRM systems. Collaborate with Revenue and Product/IT teams to ensure smooth Salesforce operations and deliver effective solutions. This full-time remote position, available in select states, reports to the Manager, Salesforce CRM. Responsibilities include providing frontline user support, data management, report generation, documentation maintenance, training, and basic Salesforce customization. The ideal candidate possesses a Bachelor's degree, 2+ years of experience, and strong analytical and communication skills. Sollis Health offers a comprehensive compensation and benefits package, including excellent healthcare, 401k matching, unlimited PTO, and more.

Requirements

• Bachelor's degree in Business Administration, Information Systems, Computer Science, or related field required
• 2+ years of related experience
• Basic understanding of CRM principles and practices, preferably with exposure to Salesforce CRM
• Strong analytical and problem-solving skills, with attention to detail and accuracy
• Excellent communication and interpersonal skills, with the ability to interact effectively with users at all levels of the organization
• Proactive attitude, willingness to learn, and ability to work both independently and collaboratively within a team
• Proficiency in Microsoft Excel and other basic office software applications

Responsibilities

• Provide frontline support to Salesforce users, addressing their queries, troubleshooting issues, and guiding them on how to effectively utilize Salesforce features and functionalities
• Assist in data entry, data cleansing, and data maintenance tasks to ensure the accuracy, completeness, and integrity of data within the Salesforce system
• Generate standard reports and dashboards in Salesforce to provide insights into key performance metrics, sales activities, customer interactions, and other relevant business data
• Maintain documentation of Salesforce processes, workflows, and best practices, including user guides, training materials, and system configurations
• Support the teams cross functionally by conducting training sessions and onboarding new users to Salesforce, ensuring they have the necessary knowledge and skills to effectively leverage the CRM system
• Assist in basic customization tasks within Salesforce, such as creating custom fields, page layouts, record types, and workflows, under the guidance of the Product team
• Conduct periodic quality checks on data, reports, and system configurations to identify any discrepancies, errors, or areas for improvement, and take appropriate actions to address them
• Assist in the integration of Salesforce with other business systems and applications, ensuring data consistency and seamless flow of information across platforms
• Participate in ad-hoc projects related to Salesforce implementation, upgrades, and enhancements, contributing ideas and support as needed to achieve project objectives
• Performs related duties as requested

Preferred Qualifications

Salesforce Administrator certification (e.g., Salesforce Certified Administrator) is strongly preferred

Benefits

• Excellent benefits, including healthcare, dental, vision
• 401K with 3% match
• Unlimited PTO and Generous Sick Time
• 12 Observed holidays
• Free Sollis Health membership for you and your eligible family members
• Employee stock options offering
• Annual professional development allocations
• Modern, elegant, and high-end work environment